Aristotle Capital Management’s Apple AAPL Stock Holding History

Aristotle Capital 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	$2.31M	Hold	8,000	–	–	﹤0.01%	149
2026 Q1	$2.03M	Hold	8,000	–	–	﹤0.01%	149
2025 Q4	$2.17M	Hold	8,000	–	–	﹤0.01%	152
2025 Q3	$2.04M	Hold	8,000	–	–	﹤0.01%	153
2025 Q2	$1.64M	Hold	8,000	–	–	﹤0.01%	152
2025 Q1	$1.78M	Sell	8,000 -10	-0.1%	-$2.32K	﹤0.01%	146
2024 Q4	$2.01M	Buy	8,010 +10	+0.1%	+$2.36K	﹤0.01%	152
2024 Q3	$1.86M	Hold	8,000	–	–	﹤0.01%	153
2024 Q2	$1.68M	Hold	8,000	–	–	﹤0.01%	148
2024 Q1	$1.37M	Hold	8,000	–	–	﹤0.01%	151
2023 Q4	$1.54M	Hold	8,000	–	–	﹤0.01%	146
2023 Q3	$1.37M	Hold	8,000	–	–	﹤0.01%	145
2023 Q2	$1.55M	Hold	8,000	–	–	﹤0.01%	143
2023 Q1	$1.32M	Hold	8,000	–	–	﹤0.01%	146
2022 Q4	$1.04M	Hold	8,000	–	–	﹤0.01%	156
2022 Q3	$1.11M	Hold	8,000	–	–	﹤0.01%	149
2022 Q2	$1.09M	Sell	8,000 -400	-5%	-$60.6K	﹤0.01%	152
2022 Q1	$1.47M	Sell	8,400 -1,077	-11%	-$181K	﹤0.01%	152
2021 Q4	$1.68M	Buy	9,477 +1,477	+18%	+$233K	﹤0.01%	153
2021 Q3	$1.13M	Hold	8,000	–	–	﹤0.01%	153
2021 Q2	$1.1M	Hold	8,000	–	–	﹤0.01%	148
2021 Q1	$977K	Hold	8,000	–	–	﹤0.01%	147
2020 Q4	$1.06M	Sell	8,000 -210	-3%	-$25.3K	﹤0.01%	149
2020 Q3	$951K	Buy	8,210 +182	+2%	+$19.9K	﹤0.01%	149
2020 Q2	$732K	Buy	8,028 +28	+0.4%	+$2.17K	﹤0.01%	147
2020 Q1	$509K	Hold	8,000	–	–	﹤0.01%	153
2019 Q4	$587K	Hold	8,000	–	–	﹤0.01%	154
2019 Q3	$448K	Hold	8,000	–	–	﹤0.01%	164
2019 Q2	$396K	Hold	8,000	–	–	﹤0.01%	165
2019 Q1	$380K	Sell	8,000 -3,200	-29%	-$136K	﹤0.01%	161
2018 Q4	$442K	Hold	11,200	–	–	﹤0.01%	157
2018 Q3	$632K	Hold	11,200	–	–	﹤0.01%	153
2018 Q2	$518K	Hold	11,200	–	–	﹤0.01%	153
2018 Q1	$470K	Sell	11,200 -4,800	-30%	-$207K	﹤0.01%	160
2017 Q4	$677K	Hold	16,000	–	–	﹤0.01%	159
2017 Q3	$616K	Hold	16,000	–	–	﹤0.01%	129
2017 Q2	$576K	Hold	16,000	–	–	﹤0.01%	90
2017 Q1	$575K	Buy	+16,000	New	+$527K	0.01%	92
2016 Q2	–	Sell	-7,888	Closed	-$215K	–	111
2016 Q1	$215K	Buy	+7,888	New	+$197K	﹤0.01%	114
2014 Q3	–	Sell	-544,600	Closed	-$12.7M	–	142
2014 Q2	$12.7M	Buy	+544,600	New	+$11.6M	0.17%	72

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

Aristotle Capital Management's AAPL Position: Q2 2026 in Review

Aristotle Capital Management held its Apple (AAPL) position steady in Q2 2026 at 8,000 shares worth $2.31M. The position accounts for ﹤0.01% of the portfolio, ranked #149.

Aristotle Capital Management first reported a position in AAPL in Q2 2014 and has held it in 40 quarters since. The position peaked at $12.7M in Q2 2014. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Aristotle Capital Management held 8,000 shares of Apple worth $2.31M as of Q2 2026.
Aristotle Capital Management left its Apple share count unchanged in Q2 2026.
Apple made up ﹤0.01% of Aristotle Capital Management's portfolio in Q2 2026, its #149 holding.
Aristotle Capital Management first reported a position in Apple in Q2 2014 and has held it in 40 quarters since.
Aristotle Capital Management's Apple position peaked at $12.7M in Q2 2014.
6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Aristotle Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.