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Empirical Asset Management’s Apple AAPL Stock Holding History

Empirical 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 		$20.8M Sell
71,730
-4,826
-6% -$1.38M 4.67% 1
2026
Q1 		$19.4M Sell
76,556
-11,917
-13% -$3.1M 5.12% 1
2025
Q4 		$18.1M Sell
88,473
-5,208
-6% -$1.4M 5.11% 1
2025
Q3 		$18.3M Buy
93,681
+16,270
+21% +$3.68M 5.08% 1
2025
Q2 		$15.9M Sell
77,411
-745
-1% -$150K 4.91% 1
2025
Q1 		$17.4M Sell
78,156
-1,294
-2% -$300K 5.92% 1
2024
Q4 		$19.9M Sell
79,450
-209,511
-73% -$49.4M 6.6% 1
2024
Q3 		$18.2M Sell
288,961
-5,108
-2% -$1.14M 6.49% 1
2024
Q2 		$17.6M Buy
294,069
+211,731
+257% +$39.5M 6.61% 1
2024
Q1 		$12.4M Buy
82,338
+72,341
+724% +$13.2M 5.96% 1
2023
Q4 		$1.92M Buy
9,997
+2,154
+27% +$398K 1.57% 10
2023
Q3 		$1.34M Buy
7,843
+1,442
+23% +$264K 1.17% 21
2023
Q2 		$1.24M Sell
6,401
-3,517
-35% -$613K 1.1% 23
2023
Q1 		$1.64M Sell
9,918
-69,802
-88% -$10.3M 1.56% 10
2022
Q4 		$1.22M Buy
79,720
+73,337
+1,149% +$10.5M 1.29% 13
2022
Q3 		$882K Sell
6,383
-1,492
-19% -$234K 0.96% 26
2022
Q2 		$1.08M Sell
7,875
-1,879
-19% -$285K 1.14% 21
2022
Q1 		$1.7M Buy
9,754
+4,229
+77% +$711K 1.62% 14
2021
Q4 		$981K Buy
+5,525
New +$873K 0.95% 29

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

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

Empirical Asset Management reduced its Apple (AAPL) stake by 6.3% in Q2 2026, selling an estimated $1.38M and leaving 71,730 shares worth $20.8M. The position accounts for 4.67% of the portfolio, ranked #1.

Empirical Asset Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Empirical Asset Management held 71,730 shares of Apple worth $20.8M as of Q2 2026.
  • Empirical Asset Management sold 4,826 Apple shares in Q2 2026, an estimated $1.38M.
  • Apple made up 4.67% of Empirical Asset Management's portfolio in Q2 2026, its #1 holding.
  • Empirical Asset Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.