Baker Avenue Asset Management’s Apple AAPL Stock Holding History

Baker Avenue Asset 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	$1.45M	Buy	+5,000	New	+$1.43M	0.03%	250
2025 Q4	–	Sell	-50,000	Closed	-$7.38K	–	626
2025 Q3	$7.38K	Buy	+50,000	New	+$11.3M	﹤0.01%	624
2024 Q1	–	Sell	-72,000	Closed	-$13.9K	–	373
2023 Q4	$13.9K	Buy	+72,000	New	+$13.3M	﹤0.01%	360
2023 Q3	–	Sell	-108,000	Closed	-$20.9K	–	1592
2023 Q2	$20.9K	Buy	+108,000	New	+$18.8M	﹤0.01%	641

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

Baker Avenue Asset Management's AAPL Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Apple (AAPL) stake by 2.5% in Q2 2026, buying an estimated $6.66M and bringing the position to 953,727 shares worth $276M. The position accounts for 5.22% of the portfolio, ranked #1.

Baker Avenue Asset Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Baker Avenue Asset Management held 953,727 shares of Apple worth $276M as of Q2 2026.
Baker Avenue Asset Management bought 23,275 Apple shares in Q2 2026, an estimated $6.66M.
Apple made up 5.22% of Baker Avenue Asset Management's portfolio in Q2 2026, its #1 holding.
Baker Avenue Asset Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.