Alphinity Investment Management
AAPL icon

Alphinity Investment Management’s Apple AAPL Stock Holding History

Alphinity 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
Q3 		$325M Sell
974,599
-805,559
-45% -$259M 7.2% 2
2026
Q2 		$515M Buy
1,780,158
+502,888
+39% +$144M 8.58% 2
2026
Q1 		$324M Sell
1,277,270
-217,879
-15% -$56.7M 5.71% 4
2025
Q4 		$406M Buy
1,495,149
+768,163
+106% +$206M 4.12% 9
2025
Q3 		$185M Buy
+726,986
New +$164M 1.81% 23
2025
Q2 		– Sell
-2,346,347
Closed -$521M – 31
2025
Q1 		$521M Sell
2,346,347
-3,015,432
-56% -$699M 3.53% 18
2024
Q4 		$1.34B Buy
5,361,779
+287,708
+6% +$67.8M 7.3% 1
2024
Q3 		$1.18B Buy
5,074,071
+2,379,734
+88% +$531M 6.98% 2
2024
Q2 		$567M Buy
+2,694,337
New +$502M 4.18% 11
2023
Q2 		– Sell
-97,536
Closed -$16.1M – 30
2023
Q1 		$16.1M Buy
97,536
+1,585
+2% +$234K 0.36% 22
2022
Q4 		$12.5M Buy
95,951
+860
+0.9% +$123K 0.37% 20
2022
Q3 		$13.1M Sell
95,091
-1,375,101
-94% -$216M 0.42% 17
2022
Q2 		$201M Sell
1,470,192
-1,074,579
-42% -$163M 6.13% 8
2022
Q1 		$444M Buy
2,544,771
+426,228
+20% +$71.7M 10.34% 1
2021
Q4 		$376M Buy
2,118,543
+624,354
+42% +$98.7M 8.46% 2
2021
Q3 		$211M Buy
+1,494,189
New +$220M 7.87% 2

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Alphinity Investment Management's AAPL Position: Q3 2026 in Review

Alphinity Investment Management reduced its Apple (AAPL) stake by 45% in Q3 2026, selling an estimated $259M and leaving 974,599 shares worth $325M. The position accounts for 7.2% of the portfolio, ranked #2.

Alphinity Investment Management first reported a position in AAPL in Q3 2021 and has held it in 16 quarters since. The position peaked at $1.34B in Q4 2024. 3,899 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Alphinity Investment Management held 974,599 shares of Apple worth $325M as of Q3 2026.
  • Alphinity Investment Management sold 805,559 Apple shares in Q3 2026, an estimated $259M.
  • Apple made up 7.2% of Alphinity Investment Management's portfolio in Q3 2026, its #2 holding.
  • Alphinity Investment Management first reported a position in Apple in Q3 2021 and has held it in 16 quarters since.
  • Alphinity Investment Management's Apple position peaked at $1.34B in Q4 2024.
  • 3,899 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Alphinity Investment Management's 13F filing for Q3 2026, filed 2 Nov 2026.