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Ewing Morris & Co Investment Partners’s Apple AAPL Stock Holding History

Ewing Morris & Co 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 		$776K Sell
2,683
-34
-1% -$9.72K 0.41% 49
2026
Q1 		$690K Sell
2,717
-696
-20% -$181K 0.31% 56
2025
Q4 		$939K Buy
3,413
+1,640
+92% +$440K 0.41% 54
2025
Q3 		$451K Sell
1,773
-60
-3% -$13.6K 0.19% 72
2025
Q2 		$376K Buy
1,833
+353
+24% +$71.3K 0.17% 82
2025
Q1 		$473K Sell
1,480
-11,037
-88% -$2.56M 0.15% 76
2024
Q4 		$3.13M Buy
+12,517
New +$2.95M 1.08% 27

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

Ewing Morris & Co Investment Partners's AAPL Position: Q2 2026 in Review

Ewing Morris & Co Investment Partners reduced its Apple (AAPL) stake by 1.3% in Q2 2026, selling an estimated $9.72K and leaving 2,683 shares worth $776K. The position accounts for 0.41% of the portfolio, ranked #49.

Ewing Morris & Co Investment Partners first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.13M in Q4 2024. 6,126 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Ewing Morris & Co Investment Partners held 2,683 shares of Apple worth $776K as of Q2 2026.
  • Ewing Morris & Co Investment Partners sold 34 Apple shares in Q2 2026, an estimated $9.72K.
  • Apple made up 0.41% of Ewing Morris & Co Investment Partners's portfolio in Q2 2026, its #49 holding.
  • Ewing Morris & Co Investment Partners first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Ewing Morris & Co Investment Partners's Apple position peaked at $3.13M in Q4 2024.
  • 6,126 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.