CAM
AAPL icon

Costello Asset Management’s Apple AAPL Stock Holding History

Costello 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 		$26.6M Buy
91,912
+1,525
+2% +$436K 7.98% 2
2026
Q1 		$22.9M Buy
90,387
+429
+0.5% +$112K 7.93% 2
2025
Q4 		$24.5M Sell
89,958
-1,504
-2% -$404K 8.09% 2
2025
Q3 		$23.3M Buy
91,462
+1,977
+2% +$447K 7.8% 3
2025
Q2 		$18.4M Sell
89,485
-21,692
-20% -$4.38M 6.9% 3
2025
Q1 		$24.7M Buy
111,177
+103,207
+1,295% +$23.9M 10.02% 1
2024
Q4 		$2M Buy
7,970
+31
+0.4% +$7.31K 1.32% 25
2024
Q3 		$1.85M Buy
7,939
+620
+8% +$138K 1.24% 29
2024
Q2 		$1.54M Sell
7,319
-1,083
-13% -$202K 1.15% 28
2024
Q1 		$1.44M Sell
8,402
-815
-9% -$148K 1.03% 28
2023
Q4 		$1.77M Hold
9,217
– – 1.47% 20
2023
Q3 		$1.58M Buy
9,217
+45
+0.5% +$8.25K 1.45% 22
2023
Q2 		$1.78M Sell
9,172
-25
-0.3% -$4.36K 1.52% 22
2023
Q1 		$1.52M Hold
9,197
– – 1.56% 18
2022
Q4 		$1.19M Sell
9,197
-133
-1% -$19K 1.08% 26
2022
Q3 		$1.29M Sell
9,330
-3,111
-25% -$488K 1.22% 28
2022
Q2 		$1.7M Sell
12,441
-26,792
-68% -$4.06M 1.47% 23
2022
Q1 		$6.85M Sell
39,233
-2,310
-6% -$388K 4.7% 6
2021
Q4 		$7.38M Buy
41,543
+675
+2% +$107K 4.51% 6
2021
Q3 		$5.78M Buy
40,868
+1,281
+3% +$189K 3.7% 9
2021
Q2 		$5.42M Sell
39,587
-267
-0.7% -$34.6K 3.55% 9
2021
Q1 		$4.87M Buy
39,854
+3,849
+11% +$494K 3.36% 11
2020
Q4 		$4.78M Buy
36,005
+4,480
+14% +$539K 3.61% 9
2020
Q3 		$3.65M Sell
31,525
-727
-2% -$79.3K 3.21% 10
2020
Q2 		$2.94M Buy
+32,252
New +$2.5M 2.89% 13
2019
Q3 		$2.72M Sell
48,652
-8,960
-16% -$468K 3.25% 13
2019
Q2 		$2.85M Sell
57,612
-1,456
-2% -$70.9K 3.24% 11
2019
Q1 		$2.81M Sell
59,068
-1,780
-3% -$75.5K 3.36% 11
2018
Q4 		$2.4M Buy
+60,848
New +$2.95M 3.11% 12

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

Costello Asset Management's AAPL Position: Q2 2026 in Review

Costello Asset Management increased its Apple (AAPL) stake by 1.7% in Q2 2026, buying an estimated $436K and bringing the position to 91,912 shares worth $26.6M. The position accounts for 7.98% of the portfolio, ranked #2.

Costello Asset Management first reported a position in AAPL in Q4 2018 and has held it in 29 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Costello Asset Management held 91,912 shares of Apple worth $26.6M as of Q2 2026.
  • Costello Asset Management bought 1,525 Apple shares in Q2 2026, an estimated $436K.
  • Apple made up 7.98% of Costello Asset Management's portfolio in Q2 2026, its #2 holding.
  • Costello Asset Management first reported a position in Apple in Q4 2018 and has held it in 29 quarters since.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.