Joel Greenblatt's AAPL Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 1.43 M shares of Apple Inc. (AAPL) worth $363.86 M, representing 1.58% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in AAPL, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2018, adding 1.15 M shares. Largest reduction occurred in Q3 2016, reducing 1.28 M shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Apple (AAPL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Apple (AAPL) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +1.11 M | Add 0.00% | 1.11 M | $14.16 |
| Q3 2013 | +57,316 | Add 5.16% | 1.17 M | $17.03 |
| Q4 2013 | -147,112 | Reduce 12.58% | 1.02 M | $20.04 |
| Q1 2014 | +571,788 | Add 55.95% | 1.59 M | $19.17 |
| Q2 2014 | -731,260 | Reduce 45.88% | 862,528 | $23.23 |
| Q3 2014 | -131,316 | Reduce 15.22% | 731,212 | $25.19 |
| Q4 2014 | -25,916 | Reduce 3.54% | 705,296 | $27.60 |
| Q1 2015 | +255,544 | Add 36.23% | 960,840 | $31.11 |
| Q2 2015 | +1.1 M | Add 114.05% | 2.06 M | $31.36 |
| Q3 2015 | -729,532 | Reduce 35.47% | 1.33 M | $27.57 |
| Q4 2015 | +529,220 | Add 39.88% | 1.86 M | $26.31 |
| Q1 2016 | +1.05 M | Add 56.32% | 2.9 M | $27.25 |
| Q2 2016 | +214,688 | Add 7.40% | 3.12 M | $23.90 |
| Q3 2016 | -1.28 M | Reduce 40.99% | 1.84 M | $28.26 |
| Q4 2016 | -487,220 | Reduce 26.49% | 1.35 M | $28.96 |
| Q1 2017 | +303,500 | Add 22.45% | 1.66 M | $35.91 |
| Q2 2017 | +17,996 | Add 1.09% | 1.67 M | $36.00 |
| Q3 2017 | -584,924 | Reduce 34.96% | 1.09 M | $38.53 |
| Q4 2017 | -312,692 | Reduce 28.73% | 775,688 | $42.31 |
| Q1 2018 | +1.15 M | Add 148.04% | 1.92 M | $41.94 |
| Q2 2018 | -19,448 | Reduce 1.01% | 1.9 M | $46.28 |
| Q3 2018 | -428,376 | Reduce 22.49% | 1.48 M | $56.43 |
| Q4 2018 | +183,056 | Add 12.40% | 1.66 M | $39.44 |
| Q1 2019 | +591,972 | Add 35.68% | 2.25 M | $47.49 |
| Q2 2019 | -166,884 | Reduce 7.41% | 2.08 M | $49.48 |
| Q3 2019 | -396,124 | Reduce 19.00% | 1.69 M | $55.99 |
| Q4 2019 | -388,128 | Reduce 22.99% | 1.3 M | $73.41 |
| Q1 2020 | -496,692 | Reduce 38.20% | 803,420 | $63.57 |
| Q2 2020 | -25,720 | Reduce 3.20% | 777,700 | $91.20 |
| Q3 2020 | -152,182 | Reduce 19.57% | 625,518 | $115.81 |
| Q4 2020 | -55,552 | Reduce 8.88% | 569,966 | $132.69 |
| Q1 2021 | -289,544 | Reduce 50.80% | 280,422 | $122.15 |
| Q2 2021 | -4,649 | Reduce 1.66% | 275,773 | $136.96 |
| Q3 2021 | -11,212 | Reduce 4.07% | 264,561 | $141.50 |
| Q4 2021 | +30,506 | Add 11.53% | 295,067 | $177.57 |
| Q1 2022 | +21,511 | Add 7.29% | 316,578 | $174.61 |
| Q2 2022 | +37,514 | Add 11.85% | 354,092 | $136.72 |
| Q3 2022 | -4,847 | Reduce 1.37% | 349,245 | $138.20 |
| Q4 2022 | +10,822 | Add 3.10% | 360,067 | $129.93 |
| Q1 2023 | -54,006 | Reduce 15.00% | 306,061 | $164.90 |
| Q2 2023 | +94,530 | Add 30.89% | 400,591 | $193.97 |
| Q3 2023 | +10,690 | Add 2.67% | 411,281 | $171.21 |
| Q4 2023 | +19,988 | Add 4.86% | 431,269 | $192.53 |
| Q1 2024 | +47,258 | Add 10.96% | 478,527 | $171.48 |
| Q2 2024 | -33,147 | Reduce 6.93% | 445,380 | $210.62 |
| Q3 2024 | +84,295 | Add 18.93% | 529,675 | $233.00 |
| Q4 2024 | +91,141 | Add 17.21% | 620,816 | $250.42 |
| Q1 2025 | +173,924 | Add 28.02% | 794,740 | $222.13 |
| Q2 2025 | +95,490 | Add 12.02% | 890,230 | $205.17 |
| Q3 2025 | +538,746 | Add 60.52% | 1.43 M | $254.63 |
Joel Greenblatt's Apple Investment FAQs
Joel Greenblatt first purchased Apple Inc. (AAPL) in Q2 2013, acquiring 1,111,796 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Apple Inc. (AAPL) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Apple Inc. (AAPL) was in Q1 2018, adding 1,924,044 shares worth $80.7 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 1,428,976 shares of Apple Inc. (AAPL), valued at approximately $363.86 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Apple Inc. (AAPL) represents approximately 1.58% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in Apple Inc. (AAPL) was 3,116,644 shares, as reported at the end of Q2 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.