CA
AAPL icon

Chatterton & Associates’s Apple AAPL Stock Holding History

Chatterton & Associates’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 		$1.87M Buy
5,920
+137
+2% +$39.2K 1.1% 29
2026
Q1 		$1.51M Buy
5,783
+899
+18% +$234K 1.06% 35
2025
Q4 		$1.33M Buy
+4,884
New +$1.31M 1.14% 33

Other funds holding AAPL

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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

Chatterton & Associates's AAPL Position: Q2 2026 in Review

Chatterton & Associates increased its Apple (AAPL) stake by 2.4% in Q2 2026, buying an estimated $39.2K and bringing the position to 5,920 shares worth $1.87M. The position accounts for 1.1% of the portfolio, ranked #29.

Chatterton & Associates first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 3,892 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Chatterton & Associates held 5,920 shares of Apple worth $1.87M as of Q2 2026.
  • Chatterton & Associates bought 137 Apple shares in Q2 2026, an estimated $39.2K.
  • Apple made up 1.1% of Chatterton & Associates's portfolio in Q2 2026, its #29 holding.
  • Chatterton & Associates first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • 3,892 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.