A&I Financial Services’s Apple AAPL Stock Holding History

A&I Financial Services’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	$4.29M	Sell	14,841 -12	-0.1%	-$3.43K	1.87%	13
2026 Q1	$3.77M	Sell	14,853 -671	-4%	-$175K	1.79%	11
2025 Q4	$4.22M	Sell	15,524 -167	-1%	-$44.8K	2%	12
2025 Q3	$4.01M	Sell	15,691 -220	-1%	-$49.7K	1.96%	12
2025 Q2	$3.26M	Sell	15,911 -17	-0.1%	-$3.43K	1.84%	11
2025 Q1	$3.54M	Buy	15,928 +11,000	+223%	+$2.55M	2.39%	8
2024 Q4	$1.23M	Buy	+4,928	New	+$1.16M	1.2%	15
2019 Q3	$251K	Sell	4,484 -112	-2%	-$5.86K	0.38%	21
2019 Q2	$227K	Buy	+4,596	New	+$224K	0.37%	19
2018 Q4	–	Sell	-4,700	Closed	-$265K	–	21
2018 Q3	$265K	Buy	+4,700	New	+$245K	0.66%	15

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

A&I Financial Services's AAPL Position: Q2 2026 in Review

A&I Financial Services reduced its Apple (AAPL) stake by 0.08% in Q2 2026, selling an estimated $3.43K and leaving 14,841 shares worth $4.29M. The position accounts for 1.87% of the portfolio, ranked #13.

A&I Financial Services first reported a position in AAPL in Q3 2018 and has held it in 10 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

A&I Financial Services held 14,841 shares of Apple worth $4.29M as of Q2 2026.
A&I Financial Services sold 12 Apple shares in Q2 2026, an estimated $3.43K.
Apple made up 1.87% of A&I Financial Services's portfolio in Q2 2026, its #13 holding.
A&I Financial Services first reported a position in Apple in Q3 2018 and has held it in 10 quarters since.
3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on A&I Financial Services's 13F filing for Q2 2026, filed 9 Jul 2026.