Emerald Investment Advisers’s Apple AAPL Stock Holding History

Emerald Investment Advisers’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	$58.6M	Buy	202,570 +6,905	+4%	+$1.98M	3.9%	2
2026 Q1	$49.7M	Buy	+195,665	New	+$50.9M	4.47%	2

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

Emerald Investment Advisers's AAPL Position: Q2 2026 in Review

Emerald Investment Advisers increased its Apple (AAPL) stake by 3.5% in Q2 2026, buying an estimated $1.98M and bringing the position to 202,570 shares worth $58.6M. The position accounts for 3.9% of the portfolio, ranked #2.

Emerald Investment Advisers first reported a position in AAPL in Q1 2026 and has held it in 2 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Emerald Investment Advisers held 202,570 shares of Apple worth $58.6M as of Q2 2026.
Emerald Investment Advisers bought 6,905 Apple shares in Q2 2026, an estimated $1.98M.
Apple made up 3.9% of Emerald Investment Advisers's portfolio in Q2 2026, its #2 holding.
Emerald Investment Advisers first reported a position in Apple in Q1 2026 and has held it in 2 quarters since.
6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Emerald Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.