BIM
AAPL icon

Brentview Investment Management’s Apple AAPL Stock Holding History

Brentview Investment 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 		$13.8M Buy
47,644
+1,148
+2% +$328K 5.46% 3
2026
Q1 		$11.8M Buy
46,496
+1,840
+4% +$479K 5.1% 3
2025
Q4 		$12.1M Sell
44,656
-53
-0.1% -$14.2K 5.49% 2
2025
Q3 		$11.4M Buy
44,709
+1,710
+4% +$386K 5.19% 2
2025
Q2 		$8.82M Sell
42,999
-4,698
-10% -$949K 4.45% 3
2025
Q1 		$10.6M Buy
47,697
+2,223
+5% +$515K 5.64% 3
2024
Q4 		$11.4M Buy
+45,474
New +$10.7M 6.47% 2

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Brentview Investment Management's AAPL Position: Q2 2026 in Review

Brentview Investment Management increased its Apple (AAPL) stake by 2.5% in Q2 2026, buying an estimated $328K and bringing the position to 47,644 shares worth $13.8M. The position accounts for 5.46% of the portfolio, ranked #3.

Brentview Investment Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Brentview Investment Management held 47,644 shares of Apple worth $13.8M as of Q2 2026.
  • Brentview Investment Management bought 1,148 Apple shares in Q2 2026, an estimated $328K.
  • Apple made up 5.46% of Brentview Investment Management's portfolio in Q2 2026, its #3 holding.
  • Brentview Investment Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Brentview Investment Management's 13F filing for Q2 2026, filed 30 Jul 2026.