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DT Investment Partners’s Apple AAPL Stock Holding History

DT Investment Partners’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 		$11.2M Buy
38,686
+515
+1% +$147K 0.83% 27
2026
Q1 		$9.69M Buy
38,171
+187
+0.5% +$48.7K 0.81% 28
2025
Q4 		$10.3M Buy
37,984
+920
+2% +$247K 0.86% 28
2025
Q3 		$9.44M Sell
37,064
-3,723
-9% -$841K 0.8% 28
2025
Q2 		$8.37M Sell
40,787
-1,011
-2% -$204K 0.75% 28
2025
Q1 		$9.28M Sell
41,798
-2,114
-5% -$490K 0.9% 27
2024
Q4 		$11M Sell
43,912
-9,718
-18% -$2.29M 0.93% 23
2024
Q3 		$12.5M Buy
53,630
+2,420
+5% +$540K 1.01% 21
2024
Q2 		$10.8M Buy
51,210
+1,867
+4% +$348K 0.96% 22
2024
Q1 		$8.46M Buy
49,343
+12,318
+33% +$2.24M 0.86% 24
2023
Q4 		$6.96M Buy
37,025
+2,294
+7% +$424K 0.75% 26
2023
Q3 		$5.95M Buy
34,731
+6,662
+24% +$1.22M 0.72% 29
2023
Q2 		$5.49M Hold
28,069
– – 0.62% 29
2023
Q1 		$4.76M Sell
28,069
-54
-0.2% -$7.97K 0.58% 32
2022
Q4 		$3.65M Buy
28,123
+201
+0.7% +$28.7K 0.48% 37
2022
Q3 		$3.86M Sell
27,922
-9,047
-24% -$1.42M 0.63% 31
2022
Q2 		$5.05M Buy
36,969
+4,771
+15% +$723K 0.75% 26
2022
Q1 		$5.62M Buy
32,198
+10,986
+52% +$1.85M 0.73% 28
2021
Q4 		$3.77M Sell
21,212
-6,221
-23% -$983K 0.49% 32
2021
Q3 		$3.88M Buy
27,433
+17,621
+180% +$2.59M 0.52% 33
2021
Q2 		$1.34M Hold
9,812
– – 0.19% 56
2021
Q1 		$1.2M Buy
9,812
+5,126
+109% +$658K 0.17% 57
2020
Q4 		$622K Buy
4,686
+1,086
+30% +$131K 0.1% 87
2020
Q3 		$417K Hold
3,600
– – 0.06% 88
2020
Q2 		$328K Hold
3,600
– – 0.04% 94
2020
Q1 		$229K Sell
3,600
-6,628
-65% -$487K 0.04% 109
2019
Q4 		$751K Buy
10,228
+3,600
+54% +$232K 0.07% 96
2019
Q3 		$371K Hold
6,628
– – 0.05% 61
2019
Q2 		$328K Sell
6,628
-88
-1% -$4.29K 0.05% 62
2019
Q1 		$319K Sell
6,716
-136
-2% -$5.77K 0.04% 57
2018
Q4 		$270K Sell
6,852
-2,644
-28% -$128K 0.04% 66
2018
Q3 		$536K Sell
9,496
-132
-1% -$6.87K 0.08% 58
2018
Q2 		$445K Sell
9,628
-17,120
-64% -$776K 0.07% 58
2018
Q1 		$1.12M Buy
26,748
+9,876
+59% +$425K 0.17% 55
2017
Q4 		$714K Buy
16,872
+1,836
+12% +$76.7K 0.11% 56
2017
Q3 		$579K Buy
15,036
+4,300
+40% +$167K 0.1% 55
2017
Q2 		$387K Buy
10,736
+3,400
+46% +$126K 0.07% 60
2017
Q1 		$263K Hold
7,336
– – 0.06% 62
2016
Q4 		$212K Sell
7,336
-368
-5% -$10.4K 0.05% 68
2016
Q3 		$218K Buy
+7,704
New +$204K 0.06% 69
2016
Q2 		– Sell
-8,988
Closed -$245K – 70
2016
Q1 		$245K Buy
+8,988
New +$224K 0.07% 63
2015
Q3 		– Sell
-14,644
Closed -$459K – 63
2015
Q2 		$459K Buy
14,644
+8,148
+125% +$261K 0.12% 82
2015
Q1 		$202K Buy
+6,496
New +$196K 0.06% 55
2014
Q4 		– Sell
-7,316
Closed -$184K – 58
2014
Q3 		$184K Buy
+7,316
New +$180K 0.06% 80

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

DT Investment Partners's AAPL Position: Q2 2026 in Review

DT Investment Partners increased its Apple (AAPL) stake by 1.3% in Q2 2026, buying an estimated $147K and bringing the position to 38,686 shares worth $11.2M. The position accounts for 0.83% of the portfolio, ranked #27.

DT Investment Partners first reported a position in AAPL in Q3 2014 and has held it in 44 quarters since. The position peaked at $12.5M in Q3 2024. 3,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • DT Investment Partners held 38,686 shares of Apple worth $11.2M as of Q2 2026.
  • DT Investment Partners bought 515 Apple shares in Q2 2026, an estimated $147K.
  • Apple made up 0.83% of DT Investment Partners's portfolio in Q2 2026, its #27 holding.
  • DT Investment Partners first reported a position in Apple in Q3 2014 and has held it in 44 quarters since.
  • DT Investment Partners's Apple position peaked at $12.5M in Q3 2024.
  • 3,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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