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Delta Investment Management’s Apple AAPL Stock Holding History

Delta Investment 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 		$17.4M Buy
60,014
+633
+1% +$181K 2.86% 5
2026
Q1 		$15.1M Sell
59,381
-8,662
-13% -$2.25M 2.7% 7
2025
Q4 		$18.5M Buy
68,043
+7,805
+13% +$2.1M 3.21% 6
2025
Q3 		$15.3M Buy
60,238
+168
+0.3% +$38K 2.75% 8
2025
Q2 		$12.3M Sell
60,070
-1,309
-2% -$264K 2.37% 12
2025
Q1 		$13.6M Sell
61,379
-1,442
-2% -$334K 2.75% 6
2024
Q4 		$15.7M Buy
62,821
+74
+0.1% +$17.4K 3.06% 6
2024
Q3 		$14.6M Sell
62,747
-321
-0.5% -$71.7K 2.98% 8
2024
Q2 		$13.3M Sell
63,068
-143
-0.2% -$26.7K 2.93% 8
2024
Q1 		$10.8M Sell
63,211
-2,552
-4% -$464K 2.46% 12
2023
Q4 		$12.7M Sell
65,763
-2,059
-3% -$380K 3.14% 8
2023
Q3 		$11.6M Buy
67,822
+416
+0.6% +$76.3K 3.22% 6
2023
Q2 		$13.1M Sell
67,406
-289
-0.4% -$50.4K 3.58% 5
2023
Q1 		$11.2M Buy
67,695
+524
+0.8% +$77.3K 3.19% 3
2022
Q4 		$8.73M Buy
67,171
+64
+0.1% +$9.15K 2.83% 10
2022
Q3 		$9.27M Buy
67,107
+3,297
+5% +$517K 4.01% 5
2022
Q2 		$8.72M Sell
63,810
-1,323
-2% -$200K 3.98% 6
2022
Q1 		$11.4M Sell
65,133
-333
-0.5% -$56K 3.37% 10
2021
Q4 		$11.6M Sell
65,466
-91
-0.1% -$14.4K 3.34% 7
2021
Q3 		$9.28M Sell
65,557
-157
-0.2% -$23.1K 2.92% 6
2021
Q2 		$9M Buy
65,714
+149
+0.2% +$19.3K 2.67% 6
2021
Q1 		$8.01M Sell
65,565
-782
-1% -$100K 2.55% 7
2020
Q4 		$8.8M Sell
66,347
-2,597
-4% -$312K 2.83% 6
2020
Q3 		$7.98M Buy
68,944
+3,672
+6% +$401K 4.32% 5
2020
Q2 		$5.95M Buy
65,272
+1,808
+3% +$140K 2.48% 7
2020
Q1 		$4.03M Sell
63,464
-39,956
-39% -$2.94M 3.09% 10
2019
Q4 		$7.59M Buy
103,420
+99,628
+2,627% +$6.41M 2.76% 6
2019
Q3 		$212K Buy
+3,792
New +$198K 0.11% 118

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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

Delta Investment Management's AAPL Position: Q2 2026 in Review

Delta Investment Management increased its Apple (AAPL) stake by 1.1% in Q2 2026, buying an estimated $181K and bringing the position to 60,014 shares worth $17.4M. The position accounts for 2.86% of the portfolio, ranked #5.

Delta Investment Management first reported a position in AAPL in Q3 2019 and has held it in 28 quarters since. The position peaked at $18.5M in Q4 2025. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Delta Investment Management held 60,014 shares of Apple worth $17.4M as of Q2 2026.
  • Delta Investment Management bought 633 Apple shares in Q2 2026, an estimated $181K.
  • Apple made up 2.86% of Delta Investment Management's portfolio in Q2 2026, its #5 holding.
  • Delta Investment Management first reported a position in Apple in Q3 2019 and has held it in 28 quarters since.
  • Delta Investment Management's Apple position peaked at $18.5M in Q4 2025.
  • 6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Delta Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.