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Catherine Avery Investment Management’s Apple AAPL Stock Holding History

Catherine Avery 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 		$313K Sell
1,082
-18
-2% -$5.15K 0.14% 52
2026
Q1 		$279K Sell
1,100
-408
-27% -$106K 0.12% 48
2025
Q4 		$410K Buy
1,508
+230
+18% +$61.7K 0.25% 43
2025
Q3 		$325K Hold
1,278
– – 0.21% 43
2025
Q2 		$262K Sell
1,278
-45
-3% -$9.09K 0.2% 45
2025
Q1 		$294K Sell
1,323
-210
-14% -$48.7K 0.26% 41
2024
Q4 		$384K Buy
+1,533
New +$361K 0.34% 39

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

Catherine Avery Investment Management's AAPL Position: Q2 2026 in Review

Catherine Avery Investment Management reduced its Apple (AAPL) stake by 1.6% in Q2 2026, selling an estimated $5.15K and leaving 1,082 shares worth $313K. The position accounts for 0.14% of the portfolio, ranked #52.

Catherine Avery Investment Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $410K in Q4 2025. 6,103 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Catherine Avery Investment Management held 1,082 shares of Apple worth $313K as of Q2 2026.
  • Catherine Avery Investment Management sold 18 Apple shares in Q2 2026, an estimated $5.15K.
  • Apple made up 0.14% of Catherine Avery Investment Management's portfolio in Q2 2026, its #52 holding.
  • Catherine Avery Investment Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Catherine Avery Investment Management's Apple position peaked at $410K in Q4 2025.
  • 6,103 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.