Alta Advisers’s Apple AAPL Stock Holding History

Alta Advisers’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	$16.7M	Hold	57,768	–	–	3.79%	6
2026 Q1	$14.7M	Sell	57,768 -212	-0.4%	-$55.2K	5.3%	4
2025 Q4	$15.8M	Sell	57,980 -17,600	-23%	-$4.72M	5.71%	4
2025 Q3	$19.2M	Sell	75,580 -1,500	-2%	-$339K	5.89%	4
2025 Q2	$15.8M	Hold	77,080	–	–	5.63%	4
2025 Q1	$17.1M	Buy	77,080 +26,630	+53%	+$6.17M	7.29%	1
2024 Q4	$12.6M	Buy	50,450 +7,190	+17%	+$1.69M	7.98%	1
2024 Q3	$10.1M	Buy	43,260 +2,760	+7%	+$616K	4.6%	4
2024 Q2	$8.53M	Hold	40,500	–	–	4.1%	6
2024 Q1	$6.94M	Hold	40,500	–	–	3.44%	5
2023 Q4	$7.8M	Hold	40,500	–	–	4.16%	4
2023 Q3	$6.93M	Buy	40,500 +500	+1%	+$91.7K	4.02%	4
2023 Q2	$7.76M	Hold	40,000	–	–	4.36%	4
2023 Q1	$6.6M	Hold	40,000	–	–	3.94%	4
2022 Q4	$5.2M	Hold	40,000	–	–	3.11%	4
2022 Q3	$5.53M	Buy	+40,000	New	+$6.28M	3.48%	4
2013 Q4	–	Sell	-1,764	Closed	-$30K	–	48
2013 Q3	$30K	Sell	1,764 -308	-15%	-$5.11K	0.01%	49
2013 Q2	$29K	Buy	+2,072	New	+$31.9K	0.01%	80

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Alta Advisers's AAPL Position: Q2 2026 in Review

Alta Advisers held its Apple (AAPL) position steady in Q2 2026 at 57,768 shares worth $16.7M. The position accounts for 3.79% of the portfolio, ranked #6.

Alta Advisers first reported a position in AAPL in Q2 2013 and has held it in 18 quarters since. The position peaked at $19.2M in Q3 2025. 6,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Alta Advisers held 57,768 shares of Apple worth $16.7M as of Q2 2026.
Alta Advisers left its Apple share count unchanged in Q2 2026.
Apple made up 3.79% of Alta Advisers's portfolio in Q2 2026, its #6 holding.
Alta Advisers first reported a position in Apple in Q2 2013 and has held it in 18 quarters since.
Alta Advisers's Apple position peaked at $19.2M in Q3 2025.
6,118 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Alta Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.