Herald Investment Management’s Apple AAPL Stock Holding History

Herald 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	$7.08M	Buy	24,500 +2,200	+10%	+$629K	0.96%	36
2026 Q1	$5.66M	Buy	22,300 +1,900	+9%	+$494K	0.79%	39
2025 Q4	$5.55M	Hold	20,400	–	–	0.72%	40
2025 Q3	$5.19M	Hold	20,400	–	–	0.69%	36
2025 Q2	$4.18M	Sell	20,400 -4,600	-18%	-$929K	0.62%	45
2025 Q1	$5.55M	Hold	25,000	–	–	1.04%	29
2024 Q4	$6.26M	Hold	25,000	–	–	1.02%	31
2024 Q3	$5.82M	Hold	25,000	–	–	1%	30
2024 Q2	$5.26M	Hold	25,000	–	–	0.86%	33
2024 Q1	$4.28M	Hold	25,000	–	–	0.69%	38
2023 Q4	$4.81M	Sell	25,000 -6,500	-21%	-$1.2M	0.92%	28
2023 Q3	$5.39M	Hold	31,500	–	–	1.15%	22
2023 Q2	$6.11M	Sell	31,500 -3,500	-10%	-$610K	1.19%	21
2023 Q1	$5.77M	Hold	35,000	–	–	1.28%	21
2022 Q4	$4.55M	Hold	35,000	–	–	1.12%	24
2022 Q3	$4.83M	Sell	35,000 -5,000	-13%	-$785K	1.19%	23
2022 Q2	$5.47M	Sell	40,000 -8,440	-17%	-$1.28M	1.27%	22
2022 Q1	$8.46M	Hold	48,440	–	–	1.54%	20
2021 Q4	$8.6M	Hold	48,440	–	–	1.4%	19
2021 Q3	$6.84M	Hold	48,440	–	–	1.13%	25
2021 Q2	$6.63M	Hold	48,440	–	–	1.08%	31
2021 Q1	$5.92M	Hold	48,440	–	–	1.03%	31
2020 Q4	$6.48M	Hold	48,440	–	–	1.16%	28
2020 Q3	$5.6M	Hold	48,440	–	–	1.21%	25
2020 Q2	$4.42M	Hold	48,440	–	–	1.03%	27
2020 Q1	$3.08M	Sell	48,440 -16,000	-25%	-$1.18M	0.93%	32
2019 Q4	$4.73M	Hold	64,440	–	–	1.2%	24
2019 Q3	$3.61M	Hold	64,440	–	–	1.07%	26
2019 Q2	$3.19M	Hold	64,440	–	–	0.89%	29
2019 Q1	$3.06M	Hold	64,440	–	–	0.78%	34
2018 Q4	$2.54M	Sell	64,440 -6,100	-9%	-$296K	0.81%	36
2018 Q3	$3.98M	Hold	70,540	–	–	1.02%	30
2018 Q2	$3.23M	Hold	70,540	–	–	0.9%	35
2018 Q1	$2.96M	Hold	70,540	–	–	0.88%	34
2017 Q4	$2.98M	Hold	70,540	–	–	0.94%	32
2017 Q3	$2.71M	Hold	70,540	–	–	0.88%	37
2017 Q2	$2.54M	Hold	70,540	–	–	0.87%	35
2017 Q1	$2.53M	Hold	70,540	–	–	0.93%	36
2016 Q4	$2.04M	Hold	70,540	–	–	0.88%	33
2016 Q3	$1.99M	Hold	70,540	–	–	0.74%	41
2016 Q2	$1.69M	Hold	70,540	–	–	0.71%	41
2016 Q1	$1.92M	Sell	70,540 -20,000	-22%	-$498K	0.82%	39
2015 Q4	$2.38M	Hold	90,540	–	–	1%	36
2015 Q3	$2.5M	Buy	+90,540	New	+$2.66M	1.11%	32
2015 Q1	$2.99M	Sell	94,540 -3,120	-3%	-$94.2K	1.08%	29
2014 Q4	$2.69M	Hold	97,660	–	–	1.04%	29
2014 Q3	$2.64M	Sell	97,660 -10,000	-9%	-$245K	1.05%	29
2014 Q2	$2.5M	Hold	107,660	–	–	0.99%	37
2014 Q1	$2.06M	Hold	107,660	–	–	0.82%	40
2013 Q4	$2.16M	Hold	107,660	–	–	0.86%	37
2013 Q3	$1.83M	Hold	107,660	–	–	0.8%	37
2013 Q2	$1.52M	Buy	+107,660	New	+$1.66M	0.71%	38

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Herald Investment Management increased its Apple (AAPL) stake by 9.9% in Q2 2026, buying an estimated $629K and bringing the position to 24,500 shares worth $7.08M. The position accounts for 0.96% of the portfolio, ranked #36.

Herald Investment Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.6M in Q4 2021. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Herald Investment Management held 24,500 shares of Apple worth $7.08M as of Q2 2026.
Herald Investment Management bought 2,200 Apple shares in Q2 2026, an estimated $629K.
Apple made up 0.96% of Herald Investment Management's portfolio in Q2 2026, its #36 holding.
Herald Investment Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
Herald Investment Management's Apple position peaked at $8.6M in Q4 2021.
2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Herald Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.