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Allodium Investment Consultants’s Apple AAPL Stock Holding History

Allodium Investment Consultants’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 		$271K Sell
936
-229
-20% -$65.5K 0.12% 52
2026
Q1 		$296K Hold
1,165
– – 0.14% 46
2025
Q4 		$317K Buy
1,165
+120
+11% +$32.2K 0.16% 43
2025
Q3 		$266K Sell
1,045
-467
-31% -$105K 0.15% 43
2025
Q2 		$310K Buy
+1,512
New +$305K 0.2% 43
2025
Q1 		– Sell
-912
Closed -$228K – 47
2024
Q4 		$228K Buy
+912
New +$215K 0.19% 46

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Allodium Investment Consultants's AAPL Position: Q2 2026 in Review

Allodium Investment Consultants reduced its Apple (AAPL) stake by 20% in Q2 2026, selling an estimated $65.5K and leaving 936 shares worth $271K. The position accounts for 0.12% of the portfolio, ranked #52.

Allodium Investment Consultants first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $317K in Q4 2025. 4,685 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Allodium Investment Consultants held 936 shares of Apple worth $271K as of Q2 2026.
  • Allodium Investment Consultants sold 229 Apple shares in Q2 2026, an estimated $65.5K.
  • Apple made up 0.12% of Allodium Investment Consultants's portfolio in Q2 2026, its #52 holding.
  • Allodium Investment Consultants first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Allodium Investment Consultants's Apple position peaked at $317K in Q4 2025.
  • 4,685 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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