EdenTree Asset Management’s Apple AAPL Stock Holding History

EdenTree 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	$3.3M	Buy	11,428 +350	+3%	+$100K	1.01%	32
2026 Q1	$2.81M	Hold	11,078	–	–	0.85%	34
2025 Q4	$3.01M	Hold	11,078	–	–	0.92%	30
2025 Q3	$2.82M	Sell	11,078 -1,043	-9%	-$236K	0.68%	30
2025 Q2	$2.49M	Sell	12,121 -1,405	-10%	-$284K	0.69%	31
2025 Q1	$3M	Sell	13,526 -1,012	-7%	-$234K	1.01%	28
2024 Q4	$3.64M	Hold	14,538	–	–	1.06%	32
2024 Q3	$3.39M	Hold	14,538	–	–	0.98%	30
2024 Q2	$3.06M	Hold	14,538	–	–	0.97%	29
2024 Q1	$2.49M	Sell	14,538 -3,450	-19%	-$627K	0.79%	34
2023 Q4	$3.46M	Buy	17,988 +4,988	+38%	+$921K	1.07%	28
2023 Q3	$2.23M	Hold	13,000	–	–	0.87%	30
2023 Q2	$2.52M	Buy	+13,000	New	+$2.27M	0.86%	31

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

EdenTree Asset Management increased its Apple (AAPL) stake by 3.2% in Q2 2026, buying an estimated $100K and bringing the position to 11,428 shares worth $3.3M. The position accounts for 1.01% of the portfolio, ranked #32.

EdenTree Asset Management first reported a position in AAPL in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.64M in Q4 2024. 6,095 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

EdenTree Asset Management held 11,428 shares of Apple worth $3.3M as of Q2 2026.
EdenTree Asset Management bought 350 Apple shares in Q2 2026, an estimated $100K.
Apple made up 1.01% of EdenTree Asset Management's portfolio in Q2 2026, its #32 holding.
EdenTree Asset Management first reported a position in Apple in Q2 2023 and has held it in 13 quarters since.
EdenTree Asset Management's Apple position peaked at $3.64M in Q4 2024.
6,095 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on EdenTree Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.