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Avanda Investment Management’s Apple AAPL Stock Holding History

Avanda 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 		$1.68M Buy
5,820
+2,920
+101% +$835K 0.56% 21
2026
Q1 		$736K Buy
2,900
+300
+12% +$78.1K 1.17% 18
2025
Q4 		$707K Buy
+2,600
New +$698K 0.7% 23
2024
Q4 		– Sell
-41,450
Closed -$9.66M – 24
2024
Q3 		$9.66M Sell
41,450
-45,180
-52% -$10.1M 1.88% 10
2024
Q2 		$18.2M Sell
86,630
-8,131
-9% -$1.52M 2.76% 10
2024
Q1 		$16.2M Sell
94,761
-94,572
-50% -$17.2M 2.18% 11
2023
Q4 		$36.5M Buy
+189,333
New +$35M 3.56% 6

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

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

Avanda Investment Management increased its Apple (AAPL) stake by 101% in Q2 2026, buying an estimated $835K and bringing the position to 5,820 shares worth $1.68M. The position accounts for 0.56% of the portfolio, ranked #21.

Avanda Investment Management first reported a position in AAPL in Q4 2023 and has held it in 7 quarters since. The position peaked at $36.5M in Q4 2023. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Avanda Investment Management held 5,820 shares of Apple worth $1.68M as of Q2 2026.
  • Avanda Investment Management bought 2,920 Apple shares in Q2 2026, an estimated $835K.
  • Apple made up 0.56% of Avanda Investment Management's portfolio in Q2 2026, its #21 holding.
  • Avanda Investment Management first reported a position in Apple in Q4 2023 and has held it in 7 quarters since.
  • Avanda Investment Management's Apple position peaked at $36.5M in Q4 2023.
  • 6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Avanda Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.