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Banyan Capital Management’s Apple AAPL Stock Holding History

Banyan 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 		$11.7M Sell
40,584
-1,047
-3% -$299K 5.1% 8
2026
Q1 		$10.6M Sell
41,631
-2,067
-5% -$538K 4.55% 8
2025
Q4 		$11.9M Sell
43,698
-849
-2% -$228K 5.16% 8
2025
Q3 		$11.3M Buy
44,547
+2,712
+6% +$613K 5.15% 9
2025
Q2 		$8.58M Sell
41,835
-830
-2% -$168K 4.41% 13
2025
Q1 		$9.48M Sell
42,665
-1,168
-3% -$271K 5.35% 9
2024
Q4 		$11M Sell
43,833
-1,053
-2% -$248K 6.58% 8
2024
Q3 		$10.5M Sell
44,886
-18,192
-29% -$4.06M 6.06% 7
2024
Q2 		$13.3M Sell
63,078
-2,399
-4% -$447K 8.03% 5
2024
Q1 		$11.2M Sell
65,477
-3,135
-5% -$570K 6.37% 7
2023
Q4 		$13.2M Sell
68,612
-10,833
-14% -$2M 8.1% 6
2023
Q3 		$13.6M Sell
79,445
-8,725
-10% -$1.6M 8.84% 4
2023
Q2 		$17.1M Sell
88,170
-3,522
-4% -$614K 11.31% 1
2023
Q1 		$15.1M Sell
91,692
-1,356
-1% -$200K 11.02% 1
2022
Q4 		$12.1M Sell
93,048
-352
-0.4% -$50.3K 8.98% 4
2022
Q3 		$12.9M Sell
93,400
-10,387
-10% -$1.63M 9.61% 2
2022
Q2 		$14.2M Buy
103,787
+268
+0.3% +$40.6K 9.57% 2
2022
Q1 		$18.1M Sell
103,519
-4,897
-5% -$823K 10.54% 1
2021
Q4 		$19.3M Sell
108,416
-7,685
-7% -$1.21M 11.11% 1
2021
Q3 		$16.4M Sell
116,101
-2,162
-2% -$318K 10.46% 1
2021
Q2 		$16.2M Sell
118,263
-253
-0.2% -$32.8K 10.08% 1
2021
Q1 		$14.5M Sell
118,516
-12,188
-9% -$1.56M 9.59% 1
2020
Q4 		$17.3M Sell
130,704
-29,534
-18% -$3.55M 12.5% 1
2020
Q3 		$18.6M Sell
160,238
-4,838
-3% -$528K 15.47% 1
2020
Q2 		$15.1M Sell
165,076
-576
-0.3% -$44.6K 13.86% 1
2020
Q1 		$10.5M Sell
165,652
-1,112
-0.7% -$81.8K 11.17% 1
2019
Q4 		$12.2M Sell
166,764
-572
-0.3% -$36.8K 10.67% 1
2019
Q3 		$9.37M Sell
167,336
-7,120
-4% -$372K 8.88% 2
2019
Q2 		$8.63M Buy
174,456
+5,672
+3% +$276K 8.1% 4
2019
Q1 		$8.02M Buy
168,784
+1,944
+1% +$82.5K 8.18% 2
2018
Q4 		$6.58M Buy
+166,840
New +$8.09M 7.36% 3

Other funds holding AAPL

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Banyan Capital Management reduced its Apple (AAPL) stake by 2.5% in Q2 2026, selling an estimated $299K and leaving 40,584 shares worth $11.7M. The position accounts for 5.1% of the portfolio, ranked #8.

Banyan Capital Management first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. The position peaked at $19.3M in Q4 2021. 3,884 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Banyan Capital Management held 40,584 shares of Apple worth $11.7M as of Q2 2026.
  • Banyan Capital Management sold 1,047 Apple shares in Q2 2026, an estimated $299K.
  • Apple made up 5.1% of Banyan Capital Management's portfolio in Q2 2026, its #8 holding.
  • Banyan Capital Management first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
  • Banyan Capital Management's Apple position peaked at $19.3M in Q4 2021.
  • 3,884 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Banyan Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.