Harold Davidson & Associates’s Apple AAPL Stock Holding History

Harold Davidson & Associates’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	$54.4M	Sell	187,937 -6,824	-4%	-$1.95M	23.58%	1
2026 Q1	$49.4M	Sell	194,761 -7,633	-4%	-$1.99M	24%	1
2025 Q4	$55M	Sell	202,394 -1,146	-0.6%	-$308K	24.35%	1
2025 Q3	$51.8M	Buy	203,540 +43,603	+27%	+$9.85M	23.55%	1
2025 Q2	$32.8M	Sell	159,937 -45,633	-22%	-$9.22M	21.26%	1
2025 Q1	$45.7M	Sell	205,570 -3,255	-2%	-$754K	24.92%	1
2024 Q4	$52.3M	Buy	+208,825	New	+$49.2M	25.01%	1

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

Harold Davidson & Associates's AAPL Position: Q2 2026 in Review

Harold Davidson & Associates reduced its Apple (AAPL) stake by 3.5% in Q2 2026, selling an estimated $1.95M and leaving 187,937 shares worth $54.4M. The position accounts for 23.58% of the portfolio, ranked #1.

Harold Davidson & Associates first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $55M in Q4 2025. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Harold Davidson & Associates held 187,937 shares of Apple worth $54.4M as of Q2 2026.
Harold Davidson & Associates sold 6,824 Apple shares in Q2 2026, an estimated $1.95M.
Apple made up 23.58% of Harold Davidson & Associates's portfolio in Q2 2026, its #1 holding.
Harold Davidson & Associates first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
Harold Davidson & Associates's Apple position peaked at $55M in Q4 2025.
3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Harold Davidson & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.