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Center For Asset Management’s Apple AAPL Stock Holding History

Center For Asset 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 		$4.54M Buy
15,690
+91
+0.6% +$26K 2.01% 11
2026
Q1 		$3.96M Sell
15,599
-237
-1% -$61.7K 1.97% 12
2025
Q4 		$4.3M Sell
15,836
-4,598
-23% -$1.23M 2.25% 10
2025
Q3 		$5.2M Sell
20,434
-19
-0.1% -$4.29K 2.78% 10
2025
Q2 		$5.16M Sell
20,453
-430
-2% -$86.8K 3.18% 9
2025
Q1 		$4.64M Buy
+20,883
New +$4.84M 2.84% 8
2024
Q4 		– Sell
-25,206
Closed -$5.87M – 119
2024
Q3 		$5.87M Buy
25,206
+536
+2% +$120K 3.51% 7
2024
Q2 		$5.2M Buy
24,670
+1,175
+5% +$219K 3.44% 7
2024
Q1 		$4.03M Buy
23,495
+1,760
+8% +$320K 3.3% 8
2023
Q4 		$4.18M Buy
21,735
+32
+0.1% +$5.91K 3.82% 8
2023
Q3 		$3.72M Sell
21,703
-195
-0.9% -$35.8K 3.71% 7
2023
Q2 		$4.25M Buy
21,898
+7,616
+53% +$1.33M 4.01% 7
2023
Q1 		$2.36M Sell
14,282
-17,044
-54% -$2.51M 2.3% 11
2022
Q4 		$4.07M Sell
31,326
-9,608
-23% -$1.37M 3.79% 7
2022
Q3 		$5.66M Sell
40,934
-404
-1% -$63.4K 5.63% 3
2022
Q2 		$5.65M Sell
41,338
-2,491
-6% -$377K 5.24% 4
2022
Q1 		$7.65M Buy
43,829
+928
+2% +$156K 5.91% 2
2021
Q4 		$7.62M Buy
42,901
+22,888
+114% +$3.62M 5.64% 2
2021
Q3 		$2.83M Buy
20,013
+607
+3% +$89.4K 2.38% 11
2021
Q2 		$2.66M Buy
19,406
+337
+2% +$43.7K 2.29% 12
2021
Q1 		$2.33M Buy
19,069
+1,125
+6% +$144K 2.23% 15
2020
Q4 		$2.38M Buy
+17,944
New +$2.16M 2.37% 13

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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

Center For Asset Management's AAPL Position: Q2 2026 in Review

Center For Asset Management increased its Apple (AAPL) stake by 0.58% in Q2 2026, buying an estimated $26K and bringing the position to 15,690 shares worth $4.54M. The position accounts for 2.01% of the portfolio, ranked #11.

Center For Asset Management first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.65M in Q1 2022. 3,623 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Center For Asset Management held 15,690 shares of Apple worth $4.54M as of Q2 2026.
  • Center For Asset Management bought 91 Apple shares in Q2 2026, an estimated $26K.
  • Apple made up 2.01% of Center For Asset Management's portfolio in Q2 2026, its #11 holding.
  • Center For Asset Management first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Center For Asset Management's Apple position peaked at $7.65M in Q1 2022.
  • 3,623 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Center For Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.