Ervin Investment Management’s Apple AAPL Stock Holding History

Ervin 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	$14.1M	Sell	48,875 -1,874	-4%	-$536K	7.68%	3
2026 Q1	$12.9M	Sell	50,749 -501	-1%	-$130K	7.54%	3
2025 Q4	$13.9M	Sell	51,250 -2,142	-4%	-$575K	7.81%	3
2025 Q3	$13.6M	Sell	53,392 -1,102	-2%	-$249K	7.78%	3
2025 Q2	$11.2M	Sell	54,494 -1,891	-3%	-$382K	6.99%	4
2025 Q1	$12.5M	Sell	56,385 -1,756	-3%	-$407K	8.45%	3
2024 Q4	$14.6M	Sell	58,141 -3,418	-6%	-$806K	9.39%	3
2024 Q3	$14.3M	Sell	61,559 -1,217	-2%	-$272K	9.2%	3
2024 Q2	$13.2M	Sell	62,776 -2,293	-4%	-$428K	9.16%	3
2024 Q1	$11.2M	Sell	65,069 -1,577	-2%	-$287K	7.82%	3
2023 Q4	$12.8M	Sell	66,646 -780	-1%	-$144K	9.81%	3
2023 Q3	$11.5M	Sell	67,426 -2,940	-4%	-$539K	9.68%	3
2023 Q2	$13.6M	Sell	70,366 -5,356	-7%	-$933K	10.95%	3
2023 Q1	$12.3M	Sell	75,722 -2,801	-4%	-$413K	10.73%	3
2022 Q4	$10.2M	Sell	78,523 -2,159	-3%	-$309K	9.29%	3
2022 Q3	$11.2M	Sell	80,682 -3,838	-5%	-$602K	11.05%	2
2022 Q2	$11.8M	Sell	84,520 -120	-0.1%	-$18.2K	10.92%	3
2022 Q1	$15M	Sell	84,640 -1,141	-1%	-$192K	11.51%	3
2021 Q4	$15.2M	Buy	+85,781	New	+$13.6M	12.18%	3

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Ervin Investment Management reduced its Apple (AAPL) stake by 3.7% in Q2 2026, selling an estimated $536K and leaving 48,875 shares worth $14.1M. The position accounts for 7.68% of the portfolio, ranked #3.

Ervin Investment Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.2M in Q4 2021. 1,933 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Ervin Investment Management held 48,875 shares of Apple worth $14.1M as of Q2 2026.
Ervin Investment Management sold 1,874 Apple shares in Q2 2026, an estimated $536K.
Apple made up 7.68% of Ervin Investment Management's portfolio in Q2 2026, its #3 holding.
Ervin Investment Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
Ervin Investment Management's Apple position peaked at $15.2M in Q4 2021.
1,933 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Ervin Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.