Fund Evaluation Group’s Apple AAPL Stock Holding History

Fund Evaluation Group’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	$201K	Sell	694 -941	-58%	-$269K	0.01%	77
2026 Q1	$415K	Buy	1,635 +40	+3%	+$10.4K	0.01%	62
2025 Q4	$434K	Buy	+1,595	New	+$428K	0.01%	53
2022 Q2	–	Sell	-42,312	Closed	-$7.39M	–	24
2022 Q1	$7.39M	Buy	+42,312	New	+$7.12M	0.51%	14
2018 Q4	–	Sell	-53,220	Closed	-$3M	–	21
2018 Q3	$3M	Sell	53,220 -12,000	-18%	-$625K	0.5%	13
2018 Q2	$3.02M	Hold	65,220	–	–	0.48%	12
2018 Q1	$2.74M	Sell	65,220 -30,320	-32%	-$1.31M	0.3%	18
2017 Q4	$4.04M	Buy	+95,540	New	+$3.99M	0.44%	13

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 $3.38T AUM 44.17% 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

Fund Evaluation Group's AAPL Position: Q2 2026 in Review

Fund Evaluation Group reduced its Apple (AAPL) stake by 58% in Q2 2026, selling an estimated $269K and leaving 694 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #77.

Fund Evaluation Group first reported a position in AAPL in Q4 2017 and has held it in 8 quarters since. The position peaked at $7.39M in Q1 2022. 6,151 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Fund Evaluation Group held 694 shares of Apple worth $201K as of Q2 2026.
Fund Evaluation Group sold 941 Apple shares in Q2 2026, an estimated $269K.
Apple made up 0.01% of Fund Evaluation Group's portfolio in Q2 2026, its #77 holding.
Fund Evaluation Group first reported a position in Apple in Q4 2017 and has held it in 8 quarters since.
Fund Evaluation Group's Apple position peaked at $7.39M in Q1 2022.
6,151 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Fund Evaluation Group's 13F filing for Q2 2026, filed 7 Aug 2026.