Generate Investment Management’s Apple AAPL Stock Holding History

Generate 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	$122M	Buy	420,426 +11,383	+3%	+$3.26M	5.01%	5
2026 Q1	$104M	Buy	409,043 +116,909	+40%	+$30.4M	5.11%	6
2025 Q4	$79.4M	Sell	292,134 -79,146	-21%	-$21.2M	3.62%	7
2025 Q3	$94.5M	Buy	371,280 +186,623	+101%	+$42.2M	4.8%	3
2025 Q2	$37.9M	Buy	184,657 +2,497	+1%	+$504K	2.1%	14
2025 Q1	$40.5M	Buy	182,160 +5,618	+3%	+$1.3M	2.84%	7
2024 Q4	$44.2M	Sell	176,542 -88,052	-33%	-$20.8M	3.09%	5
2024 Q3	$61.6M	Buy	264,594 +9,259	+4%	+$2.07M	4.12%	5
2024 Q2	$53.8M	Buy	255,335 +49,673	+24%	+$9.26M	3.16%	6
2024 Q1	$35.3M	Buy	205,662 +47,818	+30%	+$8.69M	2.56%	11
2023 Q4	$30.4M	Buy	+157,844	New	+$29.1M	2.63%	9

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

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

Generate Investment Management increased its Apple (AAPL) stake by 2.8% in Q2 2026, buying an estimated $3.26M and bringing the position to 420,426 shares worth $122M. The position accounts for 5.01% of the portfolio, ranked #5.

Generate Investment Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Generate Investment Management held 420,426 shares of Apple worth $122M as of Q2 2026.
Generate Investment Management bought 11,383 Apple shares in Q2 2026, an estimated $3.26M.
Apple made up 5.01% of Generate Investment Management's portfolio in Q2 2026, its #5 holding.
Generate Investment Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Generate Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.