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Bender Robert & Associates’s Apple AAPL Stock Holding History

Bender Robert & Associates’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
2024
Q3 		– Sell
-417,468
Closed -$87.9M – 40
2024
Q2 		$87.9M Buy
+417,468
New +$77.9M 19.31% 1

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

Bender Robert & Associates's AAPL Position: Q2 2026 in Review

Bender Robert & Associates reduced its Apple (AAPL) stake by 1.9% in Q2 2026, selling an estimated $1.43M and leaving 257,167 shares worth $74.4M. The position accounts for 15.46% of the portfolio, ranked #2.

Bender Robert & Associates first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $94.6M in Q3 2024. 6,130 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Bender Robert & Associates held 257,167 shares of Apple worth $74.4M as of Q2 2026.
  • Bender Robert & Associates sold 4,985 Apple shares in Q2 2026, an estimated $1.43M.
  • Apple made up 15.46% of Bender Robert & Associates's portfolio in Q2 2026, its #2 holding.
  • Bender Robert & Associates first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • Bender Robert & Associates's Apple position peaked at $94.6M in Q3 2024.
  • 6,130 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Bender Robert & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.