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Concurrent Investment Advisors’s Apple AAPL Stock Holding History

Concurrent Investment Advisors’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 		$323M Buy
1,133,468
+66,108
+6% +$18.9M 2.75% 2
2026
Q1 		$267M Buy
1,067,360
+25,472
+2% +$6.63M 2.9% 1
2025
Q4 		$279M Buy
1,041,888
+339,658
+48% +$91.2M 3.18% 1
2025
Q3 		$175M Buy
702,230
+37,442
+6% +$8.46M 3% 2
2025
Q2 		$133M Buy
664,788
+31,545
+5% +$6.37M 2.57% 3
2025
Q1 		$137M Buy
633,243
+124,689
+25% +$28.9M 3.33% 1
2024
Q4 		$123M Buy
508,554
+3,726
+0.7% +$878K 3.32% 1
2024
Q3 		$114M Buy
504,828
+22,183
+5% +$4.95M 3.36% 1
2024
Q2 		$102M Buy
482,645
+88,302
+22% +$16.5M 3.34% 1
2024
Q1 		$64.9M Sell
394,343
-5,320
-1% -$967K 2.62% 2
2023
Q4 		$73.9M Buy
+399,663
New +$73.8M 3.49% 2

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Concurrent Investment Advisors's AAPL Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Apple (AAPL) stake by 6.2% in Q2 2026, buying an estimated $18.9M and bringing the position to 1,133,468 shares worth $323M. The position accounts for 2.75% of the portfolio, ranked #2.

Concurrent Investment Advisors first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 4,979 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Concurrent Investment Advisors held 1,133,468 shares of Apple worth $323M as of Q2 2026.
  • Concurrent Investment Advisors bought 66,108 Apple shares in Q2 2026, an estimated $18.9M.
  • Apple made up 2.75% of Concurrent Investment Advisors's portfolio in Q2 2026, its #2 holding.
  • Concurrent Investment Advisors first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 4,979 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.