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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 		$599K Sell
2,100
-11,600
-85% -$3.32M 0.01% 1301
2026
Q1 		$3.47M Buy
13,700
+2,000
+17% +$521K 0.04% 448
2025
Q4 		$3.18M Buy
11,700
+5,900
+102% +$1.58M 0.04% 437
2025
Q3 		$1.48M Buy
+5,800
New +$1.31M 0.03% 541
2025
Q2 		– Sell
-5,100
Closed -$1.13M – 1406
2025
Q1 		$1.13M Buy
5,100
+5,000
+5,000% +$1.16M 0.03% 512
2024
Q4 		$25K Buy
+100
New +$23.6K ﹤0.01% 1087

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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. 3,103 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.
  • 3,103 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.