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Herbst Group’s Apple AAPL Stock Holding History

Herbst Group’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 		$5.05M Sell
17,443
-814
-4% -$233K 2.75% 9
2026
Q1 		$4.63M Sell
18,257
-1,868
-9% -$486K 2.86% 9
2025
Q4 		$5.47M Buy
20,125
+204
+1% +$54.8K 3.22% 8
2025
Q3 		$5.07M Sell
19,921
-2,030
-9% -$459K 3.15% 10
2025
Q2 		$4.5M Buy
21,951
+57
+0.3% +$11.5K 2.7% 15
2025
Q1 		$4.86M Sell
21,894
-2,422
-10% -$561K 3.44% 8
2024
Q4 		$6.09M Sell
24,316
-2,600
-10% -$613K 3.8% 4
2024
Q3 		$6.27M Sell
26,916
-568
-2% -$127K 3.88% 3
2024
Q2 		$5.79M Sell
27,484
-10
-0% -$1.86K 3.52% 7
2024
Q1 		$4.71M Sell
27,494
-1,574
-5% -$286K 2.92% 9
2023
Q4 		$5.6M Sell
29,068
-402
-1% -$74.2K 3.59% 3
2023
Q3 		$5.05M Buy
29,470
+1,030
+4% +$189K 3.6% 4
2023
Q2 		$5.52M Sell
28,440
-1,414
-5% -$246K 3.81% 2
2023
Q1 		$4.92M Buy
29,854
+536
+2% +$79.1K 3.48% 2
2022
Q4 		$3.81M Buy
29,318
+102
+0.3% +$14.6K 3.08% 7
2022
Q3 		$4.04M Buy
29,216
+727
+3% +$114K 3.31% 3
2022
Q2 		$3.96M Buy
28,489
+153
+0.5% +$23.2K 3.13% 4
2022
Q1 		$4.95M Sell
28,336
-735
-3% -$124K 3.23% 1
2021
Q4 		$5.16M Buy
+29,071
New +$4.59M 3.18% 3

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Herbst Group's AAPL Position: Q2 2026 in Review

Herbst Group reduced its Apple (AAPL) stake by 4.5% in Q2 2026, selling an estimated $233K and leaving 17,443 shares worth $5.05M. The position accounts for 2.75% of the portfolio, ranked #9.

Herbst Group first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.27M in Q3 2024. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Herbst Group held 17,443 shares of Apple worth $5.05M as of Q2 2026.
  • Herbst Group sold 814 Apple shares in Q2 2026, an estimated $233K.
  • Apple made up 2.75% of Herbst Group's portfolio in Q2 2026, its #9 holding.
  • Herbst Group first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Herbst Group's Apple position peaked at $6.27M in Q3 2024.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Herbst Group's 13F filing for Q2 2026, filed 9 Jul 2026.