Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-10,000
Closed -$495K 395
2019
Q2
$495K Buy
+10,000
New +$487K 0.02% 212
2019
Q1
Sell
-10,000
Closed -$394K 331
2018
Q4
$394K Hold
10,000
0.02% 207
2018
Q3
$564K Hold
10,000
0.03% 186
2018
Q2
$463K Buy
+10,000
New +$454K 0.03% 197
2018
Q1
Sell
-10,000
Closed -$423K 362
2017
Q4
$423K Hold
10,000
0.02% 213
2017
Q3
$385K Buy
+10,000
New +$388K 0.02% 230

Other funds holding AAPL

Ballentine Partners's AAPL Position: Q2 2026 in Review

Ballentine Partners increased its Apple (AAPL) stake by 0.96% in Q2 2026, buying an estimated $1.08M and bringing the position to 394,948 shares worth $114M. The position accounts for 1.4% of the portfolio, ranked #12.

Ballentine Partners first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Ballentine Partners held 394,948 shares of Apple worth $114M as of Q2 2026.
  • Ballentine Partners bought 3,766 Apple shares in Q2 2026, an estimated $1.08M.
  • Apple made up 1.4% of Ballentine Partners's portfolio in Q2 2026, its #12 holding.
  • Ballentine Partners first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.