Harbour Trust & Investment Management’s Apple AAPL Stock Holding History

Harbour Trust & 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	$54.9M	Sell	189,723 -5,139	-3%	-$1.47M	5.28%	3
2026 Q1	$49.5M	Sell	194,862 -7,391	-4%	-$1.92M	5.25%	2
2025 Q4	$55M	Sell	202,253 -4,829	-2%	-$1.3M	5.61%	2
2025 Q3	$52.7M	Sell	207,082 -4,577	-2%	-$1.03M	5.45%	2
2025 Q2	$43.4M	Sell	211,659 -566	-0.3%	-$114K	4.81%	2
2025 Q1	$47.1M	Sell	212,225 -11,060	-5%	-$2.56M	5.71%	2
2024 Q4	$55.9M	Sell	223,285 -2,303	-1%	-$543K	6.36%	2
2024 Q3	$52.6M	Sell	225,588 -5,543	-2%	-$1.24M	5.99%	2
2024 Q2	$48.7M	Sell	231,131 -1,809	-0.8%	-$337K	5.81%	2
2024 Q1	$39.9M	Sell	232,940 -7,992	-3%	-$1.45M	5.01%	2
2023 Q4	$46.4M	Buy	+240,932	New	+$44.5M	6.54%	2

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Harbour Trust & Investment Management's AAPL Position: Q2 2026 in Review

Harbour Trust & Investment Management reduced its Apple (AAPL) stake by 2.6% in Q2 2026, selling an estimated $1.47M and leaving 189,723 shares worth $54.9M. The position accounts for 5.28% of the portfolio, ranked #3.

Harbour Trust & Investment Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $55.9M in Q4 2024. 3,066 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Harbour Trust & Investment Management held 189,723 shares of Apple worth $54.9M as of Q2 2026.
Harbour Trust & Investment Management sold 5,139 Apple shares in Q2 2026, an estimated $1.47M.
Apple made up 5.28% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #3 holding.
Harbour Trust & Investment Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
Harbour Trust & Investment Management's Apple position peaked at $55.9M in Q4 2024.
3,066 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.