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1620 Investment Advisors’s Apple AAPL Stock Holding History

1620 Investment Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.64M Sell
9,114
-301
-3% -$86.1K 1.63% 10
2026
Q1 		$2.39M Buy
9,415
+16
+0.2% +$4.16K 1.62% 11
2025
Q4 		$2.56M Sell
9,399
-258
-3% -$69.3K 1.7% 9
2025
Q3 		$2.46M Sell
9,657
-168
-2% -$38K 1.67% 9
2025
Q2 		$2.02M Buy
9,825
+134
+1% +$27.1K 1.43% 13
2025
Q1 		$2.15M Sell
9,691
-49
-0.5% -$11.4K 1.65% 10
2024
Q4 		$2.44M Buy
9,740
+86
+0.9% +$20.3K 1.85% 7
2024
Q3 		$2.25M Buy
9,654
+45
+0.5% +$10K 1.62% 7
2024
Q2 		$2.02M Sell
9,609
-46
-0.5% -$8.58K 1.55% 10
2024
Q1 		$1.66M Sell
9,655
-109
-1% -$19.8K 1.66% 14
2023
Q4 		$1.88M Sell
9,764
-545
-5% -$101K 2.05% 11
2023
Q3 		$1.77M Sell
10,309
-49
-0.5% -$8.99K 2% 9
2023
Q2 		$2.01M Sell
10,358
-66
-0.6% -$11.5K 2.18% 7
2023
Q1 		$1.72M Sell
10,424
-15
-0.1% -$2.21K 2.07% 7
2022
Q4 		$1.36M Sell
10,439
-37
-0.4% -$5.29K 1.64% 12
2022
Q3 		$1.45M Sell
10,476
-400
-4% -$62.8K 2.14% 7
2022
Q2 		$1.49M Sell
10,876
-1,106
-9% -$167K 2.05% 7
2022
Q1 		$2.13M Hold
11,982
– – 2.32% 5
2021
Q4 		$2.13M Buy
+11,982
New +$1.89M 2.38% 5

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

1620 Investment Advisors's AAPL Position: Q2 2026 in Review

1620 Investment Advisors reduced its Apple (AAPL) stake by 3.2% in Q2 2026, selling an estimated $86.1K and leaving 9,114 shares worth $2.64M. The position accounts for 1.63% of the portfolio, ranked #10.

1620 Investment Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 2,480 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • 1620 Investment Advisors held 9,114 shares of Apple worth $2.64M as of Q2 2026.
  • 1620 Investment Advisors sold 301 Apple shares in Q2 2026, an estimated $86.1K.
  • Apple made up 1.63% of 1620 Investment Advisors's portfolio in Q2 2026, its #10 holding.
  • 1620 Investment Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 2,480 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.