AIM
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Access Investment Management’s Apple AAPL Stock Holding History

Access Investment Management’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 		$192K Sell
665
-200
-23% -$57.2K 0.05% 77
2026
Q1 		$220K Sell
865
-208
-19% -$54.1K 0.06% 81
2025
Q4 		$273K Hold
1,073
– – 0.07% 72
2025
Q3 		$273K Hold
1,073
– – 0.07% 72
2025
Q2 		$220K Buy
+1,073
New +$217K 0.06% 71
2024
Q4 		$104K Hold
417
– – 0.03% 82
2024
Q3 		$97.2K Hold
417
– – 0.03% 84
2024
Q2 		$87.8K Sell
417
-400
-49% -$74.6K 0.03% 85
2024
Q1 		$140K Buy
+817
New +$149K 0.05% 82

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Access Investment Management's AAPL Position: Q2 2026 in Review

Access Investment Management reduced its Apple (AAPL) stake by 23% in Q2 2026, selling an estimated $57.2K and leaving 665 shares worth $192K. The position accounts for 0.05% of the portfolio, ranked #77.

Access Investment Management first reported a position in AAPL in Q1 2024 and has held it in 9 quarters since. The position peaked at $273K in Q4 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Access Investment Management held 665 shares of Apple worth $192K as of Q2 2026.
  • Access Investment Management sold 200 Apple shares in Q2 2026, an estimated $57.2K.
  • Apple made up 0.05% of Access Investment Management's portfolio in Q2 2026, its #77 holding.
  • Access Investment Management first reported a position in Apple in Q1 2024 and has held it in 9 quarters since.
  • Access Investment Management's Apple position peaked at $273K in Q4 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Access Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.