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Agate Pass Investment Management’s Apple AAPL Stock Holding History

Agate Pass 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 		$13.7M Sell
47,267
-3,546
-7% -$1.01M 5.04% 2
2026
Q1 		$12.9M Sell
50,813
-848
-2% -$221K 5.05% 3
2025
Q4 		$14M Buy
51,661
+402
+0.8% +$108K 5.22% 3
2025
Q3 		$13.1M Buy
51,259
+2,264
+5% +$511K 4.97% 3
2025
Q2 		$10.1M Buy
48,995
+1,497
+3% +$302K 4.13% 4
2025
Q1 		$10.6M Buy
47,498
+723
+2% +$167K 4.51% 2
2024
Q4 		$11.7M Buy
46,775
+1,655
+4% +$390K 5.3% 2
2024
Q3 		$10.5M Sell
45,120
-898
-2% -$201K 5.25% 3
2024
Q2 		$9.69M Buy
46,018
+806
+2% +$150K 5.16% 4
2024
Q1 		$7.75M Buy
45,212
+1,098
+2% +$200K 4.16% 5
2023
Q4 		$8.49M Buy
44,114
+437
+1% +$80.7K 4.92% 4
2023
Q3 		$7.48M Sell
43,677
-1,624
-4% -$298K 5.07% 3
2023
Q2 		$8.79M Buy
45,301
+406
+0.9% +$70.7K 5.33% 1
2023
Q1 		$7.4M Buy
44,895
+342
+0.8% +$50.5K 4.84% 2
2022
Q4 		$5.79M Buy
44,553
+11
+0% +$1.57K 4.09% 4
2022
Q3 		$6.16M Buy
44,542
+226
+0.5% +$35.5K 4.7% 3
2022
Q2 		$6.06M Buy
44,316
+690
+2% +$104K 4.27% 5
2022
Q1 		$7.62M Buy
43,626
+225
+0.5% +$37.8K 4.76% 3
2021
Q4 		$7.71M Buy
+43,401
New +$6.86M 4.79% 3

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
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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Agate Pass Investment Management's AAPL Position: Q2 2026 in Review

Agate Pass Investment Management reduced its Apple (AAPL) stake by 7% in Q2 2026, selling an estimated $1.01M and leaving 47,267 shares worth $13.7M. The position accounts for 5.04% of the portfolio, ranked #2.

Agate Pass Investment Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $14M in Q4 2025. 1,933 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Agate Pass Investment Management held 47,267 shares of Apple worth $13.7M as of Q2 2026.
  • Agate Pass Investment Management sold 3,546 Apple shares in Q2 2026, an estimated $1.01M.
  • Apple made up 5.04% of Agate Pass Investment Management's portfolio in Q2 2026, its #2 holding.
  • Agate Pass Investment Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Agate Pass Investment Management's Apple position peaked at $14M in Q4 2025.
  • 1,933 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Agate Pass Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.