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AM Investment Strategies’s Apple AAPL Stock Holding History

AM Investment Strategies’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 		$85.4M Buy
295,154
+4,029
+1% +$1.15M 16.4% 1
2026
Q1 		$73.9M Buy
291,125
+1,925
+0.7% +$501K 16.24% 1
2025
Q4 		$78.6M Sell
289,200
-2,768
-0.9% -$743K 16.34% 1
2025
Q3 		$74.3M Sell
291,968
-6,930
-2% -$1.57M 16.14% 1
2025
Q2 		$61.3M Sell
298,898
-34,811
-10% -$7.03M 14.43% 1
2025
Q1 		$74.1M Sell
333,709
-3,433
-1% -$795K 17.99% 1
2024
Q4 		$84.4M Sell
337,142
-21,002
-6% -$4.95M 20.55% 1
2024
Q3 		$83.4M Sell
358,144
-9,504
-3% -$2.12M 20.29% 1
2024
Q2 		$77.4M Buy
367,648
+503
+0.1% +$93.8K 19.09% 1
2024
Q1 		$63M Buy
367,145
+6,986
+2% +$1.27M 15.98% 1
2023
Q4 		$69.3M Buy
360,159
+2,544
+0.7% +$470K 19.57% 1
2023
Q3 		$61.2M Buy
357,615
+2,322
+0.7% +$426K 19.88% 1
2023
Q2 		$68.9M Sell
355,293
-5,710
-2% -$995K 21.6% 1
2023
Q1 		$59.5M Sell
361,003
-11,192
-3% -$1.65M 20.34% 1
2022
Q4 		$48.4M Sell
372,195
-819
-0.2% -$117K 17.25% 1
2022
Q3 		$51.3M Buy
373,014
+3,201
+0.9% +$502K 18.8% 1
2022
Q2 		$50.6M Sell
369,813
-2,370
-0.6% -$359K 17.67% 1
2022
Q1 		$65M Sell
372,183
-881
-0.2% -$148K 17.22% 1
2021
Q4 		$66.2M Buy
373,064
+7,801
+2% +$1.23M 15.88% 1
2021
Q3 		$51.7M Buy
365,263
+386
+0.1% +$56.8K 13.55% 2
2021
Q2 		$50M Buy
364,877
+2,672
+0.7% +$346K 12.85% 2
2021
Q1 		$44.2M Buy
362,205
+20,875
+6% +$2.68M 12.33% 2
2020
Q4 		$45.4M Buy
341,330
+4,337
+1% +$522K 13.96% 1
2020
Q3 		$39M Buy
+336,993
New +$36.8M 13.71% 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

AM Investment Strategies's AAPL Position: Q2 2026 in Review

AM Investment Strategies increased its Apple (AAPL) stake by 1.4% in Q2 2026, buying an estimated $1.15M and bringing the position to 295,154 shares worth $85.4M. The position accounts for 16.4% of the portfolio, ranked #1.

AM Investment Strategies first reported a position in AAPL in Q3 2020 and has held it in 24 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • AM Investment Strategies held 295,154 shares of Apple worth $85.4M as of Q2 2026.
  • AM Investment Strategies bought 4,029 Apple shares in Q2 2026, an estimated $1.15M.
  • Apple made up 16.4% of AM Investment Strategies's portfolio in Q2 2026, its #1 holding.
  • AM Investment Strategies first reported a position in Apple in Q3 2020 and has held it in 24 quarters since.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.