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Bennett Selby Investments’s Apple AAPL Stock Holding History

Bennett Selby Investments’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 		$43.5M Buy
150,285
+111
+0.1% +$31.8K 13.9% 2
2026
Q1 		$38.1M Buy
150,174
+203
+0.1% +$52.8K 13.39% 2
2025
Q4 		$40.8M Buy
149,971
+240
+0.2% +$64.4K 13.13% 2
2025
Q3 		$38.1M Sell
149,731
-175
-0.1% -$39.5K 12.61% 1
2025
Q2 		$30.8M Buy
149,906
+697
+0.5% +$141K 10.95% 1
2025
Q1 		$33.1M Buy
149,209
+15
+0% +$3.48K 13.1% 1
2024
Q4 		$37.4M Sell
149,194
-672
-0.4% -$158K 14.82% 1
2024
Q3 		$34.9M Sell
149,866
-402
-0.3% -$89.8K 14.68% 1
2024
Q2 		$31.6M Buy
150,268
+755
+0.5% +$141K 14.21% 1
2024
Q1 		$25.6M Buy
149,513
+901
+0.6% +$164K 11.96% 1
2023
Q4 		$28.6M Sell
148,612
-452
-0.3% -$83.5K 14.66% 1
2023
Q3 		$25.5M Sell
149,064
-95
-0.1% -$17.4K 14.89% 1
2023
Q2 		$28.9M Buy
149,159
+269
+0.2% +$46.9K 16.67% 1
2023
Q1 		$24.6M Sell
148,890
-1,222
-0.8% -$180K 16.09% 1
2022
Q4 		$19.5M Sell
150,112
-1,681
-1% -$240K 14.62% 1
2022
Q3 		$21M Buy
151,793
+450
+0.3% +$70.6K 16.76% 1
2022
Q2 		$20.7M Sell
151,343
-10,174
-6% -$1.54M 15.94% 1
2022
Q1 		$28.2M Buy
161,517
+6,181
+4% +$1.04M 16.99% 1
2021
Q4 		$27.6M Buy
155,336
+355
+0.2% +$56.1K 15.93% 1
2021
Q3 		$21.9M Sell
154,981
-2,643
-2% -$389K 14.33% 1
2021
Q2 		$21.6M Sell
157,624
-1,041
-0.7% -$135K 14.61% 1
2021
Q1 		$19.4M Buy
158,665
+843
+0.5% +$108K 15.07% 1
2020
Q4 		$20.9M Buy
+157,822
New +$19M 17.81% 1

Other funds holding AAPL

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
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Bennett Selby Investments's AAPL Position: Q2 2026 in Review

Bennett Selby Investments increased its Apple (AAPL) stake by 0.07% in Q2 2026, buying an estimated $31.8K and bringing the position to 150,285 shares worth $43.5M. The position accounts for 13.9% of the portfolio, ranked #2.

Bennett Selby Investments first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 3,430 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Bennett Selby Investments held 150,285 shares of Apple worth $43.5M as of Q2 2026.
  • Bennett Selby Investments bought 111 Apple shares in Q2 2026, an estimated $31.8K.
  • Apple made up 13.9% of Bennett Selby Investments's portfolio in Q2 2026, its #2 holding.
  • Bennett Selby Investments first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 3,430 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Bennett Selby Investments's 13F filing for Q2 2026, filed 24 Jul 2026.