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Harper Investing’s Apple AAPL Stock Holding History

Harper Investing’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 		$11.8M Buy
40,782
+751
+2% +$215K 3.98% 6
2026
Q1 		$10.2M Buy
40,031
+4,059
+11% +$1.06M 4.43% 5
2025
Q4 		$9.78M Buy
35,972
+3,497
+11% +$939K 4.21% 6
2025
Q3 		$8.27M Buy
32,475
+2,387
+8% +$539K 3.94% 7
2025
Q2 		$6.17M Buy
30,088
+718
+2% +$145K 3.45% 7
2025
Q1 		$6.52M Buy
29,370
+2,269
+8% +$526K 4.32% 6
2024
Q4 		$6.79M Sell
27,101
-2,499
-8% -$589K 5% 5
2024
Q3 		$6.9M Buy
29,600
+11,212
+61% +$2.5M 4.52% 6
2024
Q2 		$3.87M Buy
18,388
+1,798
+11% +$335K 3.81% 6
2024
Q1 		$2.84M Buy
16,590
+2,522
+18% +$459K 3.34% 5
2023
Q4 		$2.71M Buy
14,068
+388
+3% +$71.6K 2.89% 2
2023
Q3 		$2.34M Buy
13,680
+4,410
+48% +$809K 2.69% 2
2023
Q2 		$1.8M Sell
9,270
-2,021
-18% -$352K 2.07% 2
2023
Q1 		$1.86M Sell
11,291
-7,150
-39% -$1.05M 2.31% 3
2022
Q4 		$2.4M Sell
18,441
-15,155
-45% -$2.17M 2.96% 5
2022
Q3 		$4.65M Buy
33,596
+1,098
+3% +$172K 4.76% 5
2022
Q2 		$4.44M Buy
32,498
+2,668
+9% +$404K 4.51% 5
2022
Q1 		$5.21M Buy
+29,830
New +$5.02M 4.83% 5

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Harper Investing's AAPL Position: Q2 2026 in Review

Harper Investing increased its Apple (AAPL) stake by 1.9% in Q2 2026, buying an estimated $215K and bringing the position to 40,782 shares worth $11.8M. The position accounts for 3.98% of the portfolio, ranked #6.

Harper Investing first reported a position in AAPL in Q1 2022 and has held it in 18 quarters since. 2,480 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Harper Investing held 40,782 shares of Apple worth $11.8M as of Q2 2026.
  • Harper Investing bought 751 Apple shares in Q2 2026, an estimated $215K.
  • Apple made up 3.98% of Harper Investing's portfolio in Q2 2026, its #6 holding.
  • Harper Investing first reported a position in Apple in Q1 2022 and has held it in 18 quarters since.
  • 2,480 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Harper Investing's 13F filing for Q2 2026, filed 22 Jul 2026.