Current position

Ray Dalio’s Apple (AAPL) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Bridgewater Associates, LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2006Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares1.84MHighest verified quarter-end share count
Quarters reported48Verified quarters with shares above zero
What happened?

Bridgewater Associates, LP first reported Apple in Q2 2006. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased and reduced across later filings. Bridgewater Associates, LP currently reports 364.38K shares. The latest verified filing showed: Sold 35.3% of the position.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold 35.3% of the position−199.12K shares · 364.38K shares remained
Filing context

Quarter-end price $289.36 · Estimated holding basis $231.76

Q1 2026
Bought 94.7% more+274.02K shares · 563.49K shares reported after the change
Filing context

Quarter-end price $253.79 · Estimated holding basis $231.76

Q4 2025
Sold 16.0% of the position−55.29K shares · 289.47K shares remained
Filing context

Quarter-end price $271.86 · Estimated holding basis $210.90

Q3 2025
Sold 3.4% of the position−12.06K shares · 344.76K shares remained
Filing context

Quarter-end price $254.63 · Estimated holding basis $210.90

Q2 2025
Sold 62.1% of the position−583.61K shares · 356.81K shares remained
Filing context

Quarter-end price $205.17 · Estimated holding basis $210.90

Q1 2025
Bought 52.4% more+323.22K shares · 940.42K shares reported after the change
Filing context

Quarter-end price $222.13 · Estimated holding basis $210.90

Portfolio importance

How important is Apple in Bridgewater Associates, LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.4%Q2 2026
Current rank#37of 997 reported positions
Peak portfolio weight1.6%Q1 2024
Best historical rank#4Q2 2014
At peak importanceQ1 2024
AAPL
1.6%
Largest holding
5.6%
Cross-investor discovery

Who else owns Apple?

Also reported by 6 other tracked investors in their latest verified filings.

Warren BuffettBerkshire Hathaway
AAPL22.0% of reported portfolio
George SorosSoros Fund Management
AAPL2.0% of reported portfolio
Joel GreenblattGotham Asset Management
AAPL1.9% of reported portfolio
Explore Apple across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$336.132026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$289.36Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$231.76Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

View Apple stock page →

This tracker follows Bridgewater Associates, LP’s Form 13F disclosures, not Ray Dalio’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.