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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
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

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

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

Alphinity Investment Management increased its Apple (AAPL) stake by 39% in Q2 2026, buying an estimated $144M and bringing the position to 1,780,158 shares worth $515M. The position accounts for 8.58% of the portfolio, ranked #2.

Alphinity Investment Management first reported a position in AAPL in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.34B in Q4 2024. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Alphinity Investment Management held 1,780,158 shares of Apple worth $515M as of Q2 2026.
  • Alphinity Investment Management bought 502,888 Apple shares in Q2 2026, an estimated $144M.
  • Apple made up 8.58% of Alphinity Investment Management's portfolio in Q2 2026, its #2 holding.
  • Alphinity Investment Management first reported a position in Apple in Q3 2021 and has held it in 15 quarters since.
  • Alphinity Investment Management's Apple position peaked at $1.34B in Q4 2024.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Alphinity Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.