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American Institute for Advanced Investment Management’s Apple AAPL Stock Holding History

American Institute for Advanced 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 		$5.66M Sell
19,550
-170
-0.9% -$48.6K 3.27% 4
2026
Q1 		$5M Sell
19,720
-1,491
-7% -$388K 3.24% 4
2025
Q4 		$5.72M Sell
21,211
-1,031
-5% -$277K 3.68% 4
2025
Q3 		$5.66M Sell
22,242
-320
-1% -$72.3K 3.71% 4
2025
Q2 		$4.63M Sell
22,562
-50
-0.2% -$10.1K 3.27% 5
2025
Q1 		$5.02M Buy
22,612
+584
+3% +$135K 3.83% 4
2024
Q4 		$5.52M Sell
22,028
-2,330
-10% -$549K 4.11% 4
2024
Q3 		$5.68M Sell
24,358
-1,439
-6% -$321K 4.06% 4
2024
Q2 		$5.43M Sell
25,797
-170
-0.7% -$31.7K 4.16% 4
2024
Q1 		$4.45M Sell
25,967
-1,512
-6% -$275K 3.52% 4
2023
Q4 		$5.29M Sell
27,479
-172
-0.6% -$31.8K 4.67% 4
2023
Q3 		$5.04M Sell
27,651
-2,831
-9% -$519K 4.67% 3
2023
Q2 		$5.91M Buy
30,482
+2,641
+9% +$460K 5.17% 2
2023
Q1 		$4.24M Sell
27,841
-4,259
-13% -$628K 4.52% 4
2022
Q4 		$4.17M Buy
32,100
+1,175
+4% +$168K 3.81% 5
2022
Q3 		$4.27M Hold
30,925
– – 3.99% 5
2022
Q2 		$4.23M Sell
30,925
-375
-1% -$56.8K 3.7% 5
2022
Q1 		$5.46M Sell
31,300
-1,135
-3% -$191K 3.97% 4
2021
Q4 		$5.76M Sell
32,435
-570
-2% -$90.1K 3.88% 3
2021
Q3 		$4.67M Sell
33,005
-313
-0.9% -$46.1K 3.31% 5
2021
Q2 		$4.56M Buy
33,318
+1,389
+4% +$180K 3.22% 6
2021
Q1 		$3.9M Sell
31,929
-733
-2% -$94.1K 2.98% 6
2020
Q4 		$4.33M Buy
32,662
+60
+0.2% +$7.22K 3.48% 4
2020
Q3 		$3.78M Sell
32,602
-1,130
-3% -$123K 3.39% 4
2020
Q2 		$3.08M Hold
33,732
– – 2.9% 5
2020
Q1 		$2.14M Buy
33,732
+1,860
+6% +$137K 2.33% 12
2019
Q4 		$2.34M Buy
+31,872
New +$2.05M 2.26% 12

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
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

American Institute for Advanced Investment Management's AAPL Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its Apple (AAPL) stake by 0.86% in Q2 2026, selling an estimated $48.6K and leaving 19,550 shares worth $5.66M. The position accounts for 3.27% of the portfolio, ranked #4.

American Institute for Advanced Investment Management first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.91M in Q2 2023. 4,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • American Institute for Advanced Investment Management held 19,550 shares of Apple worth $5.66M as of Q2 2026.
  • American Institute for Advanced Investment Management sold 170 Apple shares in Q2 2026, an estimated $48.6K.
  • Apple made up 3.27% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #4 holding.
  • American Institute for Advanced Investment Management first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • American Institute for Advanced Investment Management's Apple position peaked at $5.91M in Q2 2023.
  • 4,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.