Alexis Investment Partners’s Apple AAPL Stock Holding History

Alexis Investment Partners’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	$1.49M	Buy	5,294 +176	+3%	+$50.3K	0.87%	26
2026 Q1	$1.26M	Sell	5,118 -3,511	-41%	-$914K	0.87%	29
2025 Q4	$2.35M	Buy	8,629 +160	+2%	+$43K	0.88%	23
2025 Q3	$2.16M	Sell	8,469 -2,342	-22%	-$529K	0.18%	22
2025 Q2	$2.19M	Sell	10,811 -1,362	-11%	-$275K	0.94%	19
2025 Q1	$2.67M	Buy	12,173 +201	+2%	+$46.6K	1.28%	17
2024 Q4	$3.01M	Buy	+11,972	New	+$2.82M	1.47%	16

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

Alexis Investment Partners's AAPL Position: Q2 2026 in Review

Alexis Investment Partners increased its Apple (AAPL) stake by 3.4% in Q2 2026, buying an estimated $50.3K and bringing the position to 5,294 shares worth $1.49M. The position accounts for 0.87% of the portfolio, ranked #26.

Alexis Investment Partners first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.01M in Q4 2024. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Alexis Investment Partners held 5,294 shares of Apple worth $1.49M as of Q2 2026.
Alexis Investment Partners bought 176 Apple shares in Q2 2026, an estimated $50.3K.
Apple made up 0.87% of Alexis Investment Partners's portfolio in Q2 2026, its #26 holding.
Alexis Investment Partners first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
Alexis Investment Partners's Apple position peaked at $3.01M in Q4 2024.
3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Alexis Investment Partners's 13F filing for Q2 2026, filed 23 Jul 2026.