David Rolfe's AAPL Position Overview
David Rolfe (via Wedgewood Partners INC) currently holds 142,920 shares of Apple Inc. (AAPL) worth $38.85 M, representing 7.26% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, David Rolfe has maintained a long-term strategic position in AAPL, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2015, adding 2.77 M shares. Largest reduction occurred in Q1 2017, reducing 5.22 M shares.
Analysis based on 13F filings available since 2013 Q2
David Rolfe's Apple (AAPL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Apple (AAPL) Trades by David Rolfe
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -23,970 | Reduce 14.36% | 142,920 | $271.86 |
| Q3 2025 | +5,033 | Add 3.11% | 166,890 | $254.63 |
| Q2 2025 | -3,236 | Reduce 1.96% | 161,857 | $203.35 |
| Q1 2025 | +1,236 | Add 0.75% | 165,093 | $212.33 |
| Q4 2024 | -7,925 | Reduce 4.61% | 163,857 | $250.42 |
| Q3 2024 | -1,758 | Reduce 1.01% | 171,782 | $225.12 |
| Q2 2024 | -4,834 | Reduce 2.71% | 173,540 | $217.53 |
| Q1 2024 | -2,110 | Reduce 1.17% | 178,374 | $189.72 |
| Q4 2023 | -4,805 | Reduce 2.59% | 180,484 | $185.04 |
| Q3 2023 | -144,673 | Reduce 43.85% | 185,289 | $171.21 |
| Q2 2023 | -26,923 | Reduce 7.54% | 329,962 | $193.97 |
| Q1 2023 | -4,817 | Reduce 1.33% | 356,885 | $0.16 |
| Q4 2022 | +1,155 | Add 0.32% | 361,702 | $0.13 |
| Q3 2022 | -6,728 | Reduce 1.83% | 360,547 | $138.20 |
| Q2 2022 | -3,416 | Reduce 0.92% | 367,275 | $136.72 |
| Q1 2022 | +3,425 | Add 0.93% | 370,691 | $174.61 |
| Q4 2021 | -8,101 | Reduce 2.16% | 367,266 | $177.57 |
| Q3 2021 | -4,195 | Reduce 1.11% | 375,367 | $141.50 |
| Q2 2021 | -16,130 | Reduce 4.08% | 379,562 | $136.96 |
| Q1 2021 | -52,144 | Reduce 11.64% | 395,692 | $122.15 |
| Q4 2020 | -27,197 | Reduce 5.73% | 447,836 | $132.69 |
| Q3 2020 | -260,539 | Reduce 35.42% | 475,033 | $115.81 |
| Q2 2020 | -102,108 | Reduce 12.19% | 735,572 | $91.20 |
| Q1 2020 | -462,816 | Reduce 35.59% | 837,680 | $63.57 |
| Q4 2019 | -693,032 | Reduce 34.76% | 1.3 M | $73.41 |
| Q3 2019 | -157,272 | Reduce 7.31% | 1.99 M | $55.99 |
| Q2 2019 | -431,996 | Reduce 16.73% | 2.15 M | $49.48 |
| Q1 2019 | -615,868 | Reduce 19.25% | 2.58 M | $47.49 |
| Q4 2018 | -328,340 | Reduce 9.31% | 3.2 M | $39.43 |
| Q3 2018 | -451,444 | Reduce 11.35% | 3.53 M | $56.43 |
| Q2 2018 | -548,460 | Reduce 12.12% | 3.98 M | $46.28 |
| Q1 2018 | +3,344 | Add 0.07% | 4.53 M | $41.94 |
| Q4 2017 | -1.29 M | Reduce 22.17% | 4.52 M | $42.31 |
| Q3 2017 | -1.08 M | Reduce 15.65% | 5.81 M | $38.53 |
| Q2 2017 | -1.99 M | Reduce 22.39% | 6.89 M | $36.00 |
| Q1 2017 | -5.22 M | Reduce 37.02% | 8.88 M | $35.91 |
| Q4 2016 | -2.4 M | Reduce 14.55% | 14.1 M | $28.95 |
| Q3 2016 | -3.23 M | Reduce 16.39% | 16.5 M | $28.26 |
| Q2 2016 | -156,564 | Reduce 0.79% | 19.73 M | $23.90 |
| Q1 2016 | +545,824 | Add 2.82% | 19.89 M | $27.25 |
| Q4 2015 | -890,468 | Reduce 4.40% | 19.34 M | $26.31 |
| Q3 2015 | +2.77 M | Add 15.84% | 20.23 M | $27.57 |
| Q2 2015 | +70,064 | Add 0.40% | 17.47 M | $31.36 |
| Q1 2015 | +139,924 | Add 0.81% | 17.4 M | $31.11 |
| Q4 2014 | -2.26 M | Reduce 11.57% | 17.26 M | $27.59 |
| Q3 2014 | -4.59 M | Reduce 19.05% | 19.51 M | $25.19 |
| Q2 2014 | -2.7 M | Reduce 10.06% | 24.11 M | $23.23 |
| Q1 2014 | +2.26 M | Add 9.19% | 26.8 M | $19.17 |
| Q4 2013 | +1.1 M | Add 4.71% | 24.55 M | $20.04 |
| Q3 2013 | +23.45 M | New Buy | 23.45 M | $17.03 |
David Rolfe's Apple Investment FAQs
David Rolfe first purchased Apple Inc. (AAPL) in Q3 2013, acquiring 23,445,184 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Rolfe has held Apple Inc. (AAPL) for 50 quarters since Q3 2013.
David Rolfe's largest addition to Apple Inc. (AAPL) was in Q3 2013, adding 23,445,184 shares worth $399.2 M.
According to the latest 13F filing for Q4 2025, David Rolfe's firm, Wedgewood Partners INC, owns 142,920 shares of Apple Inc. (AAPL), valued at approximately $38.85 M.
As of the Q4 2025 filing, Apple Inc. (AAPL) represents approximately 7.26% of David Rolfe's publicly disclosed stock portfolio, making it one of their key holdings.
David Rolfe's peak holding in Apple Inc. (AAPL) was 26,804,484 shares, as reported at the end of Q1 2014.