Waverton Investment Management Ltd / AAPL
Waverton Investment Management Ltd’s Apple Inc Position
Does Waverton Investment Management Ltd own Apple Inc (AAPL)? Not currently — the last reported position was 55.2K shares worth $14M in Q3 2025; the fund’s latest 13F (Q4 2025) no longer reports it.
Position Value
$14M
Q3 2025
Shares
55.2K
% of Portfolio
+0.18%
Quarters Held
28
position exited
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2025 | 55.2K | $14M | +0.18% |
| Q2 2025 | 444.5K | $91M | +1.26% |
| Q1 2025 | 469.3K | $104M | +1.61% |
| Q4 2024 | 470.3K | $118M | +1.88% |
| Q3 2024 | 419.4K | $98M | +1.60% |
| Q2 2024 | 404.0K | $85M | +1.60% |
| Q1 2024 | 375.7K | $64M | +1.34% |
| Q4 2023 | 375.2K | $72M | +1.75% |
| Q3 2023 | 366.5K | $63M | +1.81% |
| Q2 2023 | 351.5K | $68M | +1.94% |
| Q1 2023 | 330.8K | $55M | +1.68% |
| Q4 2022 | 328.3K | $42,659 | +1.57% |
| Q3 2022 | 717.4K | $99M | +4.06% |
| Q2 2022 | 731.8K | $100M | +3.89% |
| Q1 2022 | 738.8K | $129M | +4.35% |
| Q4 2021 | 771.5K | $137M | +4.35% |
| Q3 2021 | 654.9K | $93M | +3.65% |
| Q2 2021 | 699.1K | $96M | +3.72% |
| Q1 2021 | 691.5K | $84M | +3.67% |
| Q4 2020 | 692.1K | $92M | +4.24% |
| Q3 2020 | 730.9K | $85M | +4.20% |
| Q2 2020 | 244.7K | $89M | +4.84% |
| Q1 2020 | 237.8K | $60M | +3.92% |
| Q4 2019 | 287.9K | $85M | +4.37% |
| Q3 2019 | 330.5K | $74M | +3.78% |
| Q2 2019 | 360.4K | $71M | +3.59% |
| Q1 2019 | 454.5K | $86M | +4.50% |
| Q4 2018 | 598.1K | $94M | +5.72% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Waverton Investment Management Ltd’s full portfolio or all institutional holders of AAPL.