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Brookwood Investment Group’s Apple AAPL Stock Holding History

Brookwood Investment Group’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 		$32.6M Buy
112,765
+7,184
+7% +$2.05M 3.68% 4
2026
Q1 		$26.8M Sell
105,581
-10,778
-9% -$2.8M 3.31% 4
2025
Q4 		$31.6M Buy
116,359
+5,943
+5% +$1.6M 3.8% 4
2025
Q3 		$28.1M Buy
110,416
+4,175
+4% +$943K 3.63% 4
2025
Q2 		$21.8M Sell
106,241
-3,825
-3% -$772K 3.51% 4
2025
Q1 		$24.4M Buy
+110,066
New +$25.5M 4.2% 3

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

Brookwood Investment Group's AAPL Position: Q2 2026 in Review

Brookwood Investment Group increased its Apple (AAPL) stake by 6.8% in Q2 2026, buying an estimated $2.05M and bringing the position to 112,765 shares worth $32.6M. The position accounts for 3.68% of the portfolio, ranked #4.

Brookwood Investment Group first reported a position in AAPL in Q1 2025 and has held it in 6 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Brookwood Investment Group held 112,765 shares of Apple worth $32.6M as of Q2 2026.
  • Brookwood Investment Group bought 7,184 Apple shares in Q2 2026, an estimated $2.05M.
  • Apple made up 3.68% of Brookwood Investment Group's portfolio in Q2 2026, its #4 holding.
  • Brookwood Investment Group first reported a position in Apple in Q1 2025 and has held it in 6 quarters since.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.