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Avity Investment Management’s Apple AAPL Stock Holding History

Avity 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 		$75.3M Sell
260,301
-51,742
-17% -$14.8M 4.8% 2
2026
Q1 		$79.2M Sell
312,043
-536
-0.2% -$139K 5.76% 1
2025
Q4 		$85M Sell
312,579
-2,990
-0.9% -$803K 5.96% 1
2025
Q3 		$80.4M Sell
315,569
-1,096
-0.3% -$248K 5.64% 1
2025
Q2 		$65M Sell
316,665
-19,162
-6% -$3.87M 4.83% 2
2025
Q1 		$74.6M Sell
335,827
-2,713
-0.8% -$629K 6.03% 1
2024
Q4 		$84.8M Sell
338,540
-1,959
-0.6% -$462K 6.64% 1
2024
Q3 		$79.3M Sell
340,499
-6,033
-2% -$1.35M 6.18% 1
2024
Q2 		$73M Sell
346,532
-3,957
-1% -$738K 5.89% 1
2024
Q1 		$60.1M Sell
350,489
-5,730
-2% -$1.04M 4.98% 1
2023
Q4 		$68.6M Sell
356,219
-4,758
-1% -$879K 6.15% 1
2023
Q3 		$61.8M Sell
360,977
-6,954
-2% -$1.28M 6.18% 1
2023
Q2 		$71.4M Sell
367,931
-9,755
-3% -$1.7M 6.61% 1
2023
Q1 		$62.3M Sell
377,686
-1,339
-0.4% -$198K 6.06% 1
2022
Q4 		$49.2M Sell
379,025
-10,783
-3% -$1.54M 5.03% 1
2022
Q3 		$53.9M Sell
389,808
-3,542
-0.9% -$556K 5.84% 1
2022
Q2 		$53.8M Sell
393,350
-5,557
-1% -$842K 5.52% 1
2022
Q1 		$69.7M Sell
398,907
-46,927
-11% -$7.89M 6.11% 1
2021
Q4 		$79.2M Sell
445,834
-9,478
-2% -$1.5M 6.17% 1
2021
Q3 		$64.4M Sell
455,312
-7,659
-2% -$1.13M 5.43% 1
2021
Q2 		$63.4M Sell
462,971
-1,200
-0.3% -$155K 5.35% 1
2021
Q1 		$56.7M Sell
464,171
-10,799
-2% -$1.39M 5.14% 1
2020
Q4 		$63M Sell
474,970
-30,656
-6% -$3.69M 6.02% 1
2020
Q3 		$58.6M Sell
505,626
-70,910
-12% -$7.74M 6.1% 1
2020
Q2 		$52.6M Sell
576,536
-4,980
-0.9% -$386K 5.9% 1
2020
Q1 		$37M Sell
581,516
-83,464
-13% -$6.14M 5.15% 1
2019
Q4 		$48.8M Sell
664,980
-43,032
-6% -$2.77M 5.4% 1
2019
Q3 		$39.6M Sell
708,012
-13,072
-2% -$683K 4.77% 1
2019
Q2 		$35.7M Sell
721,084
-26,236
-4% -$1.28M 4.24% 2
2019
Q1 		$35.5M Buy
747,320
+6,440
+0.9% +$273K 4.3% 2
2018
Q4 		$29.2M Sell
740,880
-26,888
-4% -$1.3M 4.07% 3
2018
Q3 		$43.3M Sell
767,768
-19,172
-2% -$998K 5.14% 1
2018
Q2 		$36.4M Sell
786,940
-12,148
-2% -$551K 4.62% 2
2018
Q1 		$33.5M Buy
799,088
+452
+0.1% +$19.5K 4.38% 1
2017
Q4 		$33.8M Buy
798,636
+2,220
+0.3% +$92.8K 4.27% 2
2017
Q3 		$30.7M Sell
796,416
-21,160
-3% -$821K 4.09% 2
2017
Q2 		$29.4M Sell
817,576
-30,468
-4% -$1.13M 4% 3
2017
Q1 		$30.5M Sell
848,044
-508
-0.1% -$16.7K 4.27% 2
2016
Q4 		$24.6M Buy
848,552
+35,416
+4% +$1M 3.7% 5
2016
Q3 		$23.6M Buy
813,136
+489,064
+151% +$12.9M 3.64% 5
2016
Q2 		$7.75M Sell
324,072
-8,160
-2% -$203K 1.24% 30
2016
Q1 		$9.12M Sell
332,232
-5,260
-2% -$131K 1.47% 29
2015
Q4 		$8.88M Buy
337,492
+3,076
+0.9% +$87.9K 1.4% 30
2015
Q3 		$9.51M Buy
334,416
+3,252
+1% +$95.4K 1.54% 29
2015
Q2 		$10.4M Sell
331,164
-3,996
-1% -$128K 1.63% 29
2015
Q1 		$10.7M Buy
335,160
+3,640
+1% +$110K 1.7% 30
2014
Q4 		$9.15M Sell
331,520
-6,768
-2% -$184K 1.47% 30
2014
Q3 		$8.52M Sell
338,288
-8,580
-2% -$211K 1.45% 31
2014
Q2 		$8.06M Sell
346,868
-656,400
-65% -$14M 1.38% 30
2014
Q1 		$19.2M Sell
1,003,268
-18,788
-2% -$357K 3.6% 11
2013
Q4 		$20.5M Sell
1,022,056
-67,788
-6% -$1.28M 3.91% 5
2013
Q3 		$18.6M Sell
1,089,844
-20,300
-2% -$337K 3.84% 9
2013
Q2 		$15.7M Buy
+1,110,144
New +$17.1M 3.37% 15

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

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

Avity Investment Management reduced its Apple (AAPL) stake by 17% in Q2 2026, selling an estimated $14.8M and leaving 260,301 shares worth $75.3M. The position accounts for 4.8% of the portfolio, ranked #2.

Avity Investment Management first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $85M in Q4 2025. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Avity Investment Management held 260,301 shares of Apple worth $75.3M as of Q2 2026.
  • Avity Investment Management sold 51,742 Apple shares in Q2 2026, an estimated $14.8M.
  • Apple made up 4.8% of Avity Investment Management's portfolio in Q2 2026, its #2 holding.
  • Avity Investment Management first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
  • Avity Investment Management's Apple position peaked at $85M in Q4 2025.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.