Citadel Investment Advisory’s Apple AAPL Stock Holding History

Citadel Investment Advisory’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	$434K	Hold	1,500	–	–	0.2%	52
2026 Q1	$381K	Hold	1,500	–	–	0.18%	55
2025 Q4	$408K	Hold	1,500	–	–	0.18%	54
2025 Q3	$382K	Sell	1,500 -100	-6%	-$22.6K	0.18%	57
2025 Q2	$328K	Hold	1,600	–	–	0.16%	64
2025 Q1	$355K	Hold	1,600	–	–	0.17%	62
2024 Q4	$401K	Hold	1,600	–	–	0.21%	59
2024 Q3	$373K	Hold	1,600	–	–	0.2%	62
2024 Q2	$337K	Hold	1,600	–	–	0.19%	63
2024 Q1	$274K	Hold	1,600	–	–	0.15%	71
2023 Q4	$308K	Hold	1,600	–	–	0.19%	70
2023 Q3	$274K	Hold	1,600	–	–	0.18%	69
2023 Q2	$310K	Hold	1,600	–	–	0.2%	69
2023 Q1	$264K	Hold	1,600	–	–	0.18%	71
2022 Q4	$208K	Hold	1,600	–	–	0.14%	75
2022 Q3	$221K	Hold	1,600	–	–	0.17%	72
2022 Q2	$219K	Hold	1,600	–	–	0.15%	77
2022 Q1	$280K	Hold	1,600	–	–	0.16%	74
2021 Q4	$284K	Hold	1,600	–	–	0.17%	70
2021 Q3	$226K	Hold	1,600	–	–	0.14%	71
2021 Q2	$219K	Hold	1,600	–	–	0.14%	72
2021 Q1	$195K	Hold	1,600	–	–	0.13%	74
2020 Q4	$212K	Buy	+1,600	New	+$192K	0.15%	71

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Citadel Investment Advisory's AAPL Position: Q2 2026 in Review

Citadel Investment Advisory held its Apple (AAPL) position steady in Q2 2026 at 1,500 shares worth $434K. The position accounts for 0.2% of the portfolio, ranked #52.

Citadel Investment Advisory first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Citadel Investment Advisory held 1,500 shares of Apple worth $434K as of Q2 2026.
Citadel Investment Advisory left its Apple share count unchanged in Q2 2026.
Apple made up 0.2% of Citadel Investment Advisory's portfolio in Q2 2026, its #52 holding.
Citadel Investment Advisory first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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