Badgley Phelps Wealth Managers, LLC Apple Inc. Transaction History

Badgley Phelps Wealth Managers, LLC

  • $4.67 Billion
  • Q3 2025

A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Apple Inc. stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 792,020 shares of AAPL stock, worth $212 Million. This represents 4.32% of its overall portfolio holdings.

Number of Shares
792,020
Previous 813,411 2.63%
Holding current value
$212 Million
Previous $167 Million 20.84%
% of portfolio
4.32%
Previous 3.76%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$202.38 - $256.87 $4.33 Million - $5.49 Million
-21,391 Reduced 2.63%
792,020 $202 Million
Q2 2025

Jul 16, 2025
SELL
$172.42 - $223.89 $177,420 - $230,382
-1,029 Reduced 0.13%
813,411 $167 Million
Q1 2025

Apr 30, 2025
SELL
$209.68 - $247.1 $207,163 - $244,134
-988 Reduced 0.12%
814,440 $181 Million
Q4 2024

Feb 10, 2025
BUY
$221.69 - $259.02 $232,552 - $271,711
1,049 Added 0.13%
815,428 $204 Million
Q3 2024

Oct 17, 2024
BUY
$207.23 - $234.82 $587,911 - $666,184
2,837 Added 0.35%
814,379 $190 Million
Q2 2024

Aug 13, 2024
BUY
$165.0 - $216.67 $134 Million - $176 Million
811,189 Added 229798.58%
811,542 $171 Million
Q1 2024

May 15, 2024
SELL
$169.0 - $195.18 $148 Million - $171 Million
-877,939 Reduced 99.96%
353 $60,000
Q4 2023

Feb 14, 2024
BUY
$166.89 - $198.11 $23.9 Million - $28.3 Million
142,940 Added 19.44%
878,292 $169 Million
Q3 2023

Nov 02, 2023
SELL
$170.43 - $196.45 $1.39 Million - $1.6 Million
-8,163 Reduced 1.1%
735,352 $126 Million
Q2 2023

Aug 14, 2023
BUY
$160.1 - $193.97 $3.73 Million - $4.52 Million
23,289 Added 3.23%
743,515 $144 Million
Q1 2023

Apr 28, 2023
SELL
$125.02 - $164.9 $1.4 Million - $1.85 Million
-11,217 Reduced 1.53%
720,226 $119 Million
Q4 2022

Jan 27, 2023
BUY
$126.04 - $155.74 $1.23 Million - $1.52 Million
9,742 Added 1.35%
731,443 $0
Q3 2022

Nov 09, 2022
BUY
$138.2 - $174.55 $1.22 Million - $1.54 Million
8,825 Added 1.24%
721,701 $99.7 Million
Q2 2022

Aug 01, 2022
BUY
$130.06 - $178.44 $352,332 - $483,393
2,709 Added 0.38%
712,876 $97.5 Million
Q1 2022

May 09, 2022
SELL
$150.62 - $182.01 $390,708 - $472,133
-2,594 Reduced 0.36%
710,167 $124 Million
Q4 2021

Feb 08, 2022
BUY
$139.14 - $180.33 $1.7 Million - $2.2 Million
12,197 Added 1.74%
712,761 $127 Million
Q3 2021

Nov 29, 2021
BUY
$137.27 - $156.69 $96.2 Million - $110 Million
700,564 New
700,564 $99.1 Million

Others Institutions Holding AAPL

# of Institutions
6,577
Shares Held
8.98B
Call Options Held
227M
Put Options Held
197M
View Full List

About Apple Inc.

AAPL Quotes by TradingView
  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $4.3T
  • Description
  • Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. It also sells various related services. In addition, the company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; AirPods Max, an over-ear wireless headphone;...
More about AAPL
Track This Portfolio

Track Badgley Phelps Wealth Managers, LLC Portfolio

Follow Badgley Phelps Wealth Managers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Badgley Phelps Wealth Managers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Badgley Phelps Wealth Managers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email