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AAPL icon

IMPACTfolio’s Apple AAPL Stock Holding History

IMPACTfolio’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 		$5.59M Sell
19,308
-198
-1% -$56.6K 2.1% 9
2026
Q1 		$4.95M Sell
19,506
-31
-0.2% -$8.07K 2.1% 9
2025
Q4 		$5.31M Sell
19,537
-258
-1% -$69.3K 2.23% 8
2025
Q3 		$5.04M Sell
19,795
-459
-2% -$104K 2.17% 8
2025
Q2 		$4.16M Sell
20,254
-234
-1% -$47.3K 1.97% 9
2025
Q1 		$4.55M Sell
20,488
-436
-2% -$101K 2.39% 8
2024
Q4 		$5.24M Sell
20,924
-16
-0.1% -$3.77K 2.72% 8
2024
Q3 		$4.88M Sell
20,940
-34
-0.2% -$7.59K 2.52% 8
2024
Q2 		$4.42M Sell
20,974
-5
-0% -$932 2.47% 8
2024
Q1 		$3.6M Sell
20,979
-289
-1% -$52.5K 2.17% 8
2023
Q4 		$4.09M Sell
21,268
-34
-0.2% -$6.28K 2.66% 9
2023
Q3 		$3.65M Sell
21,302
-1,478
-6% -$271K 2.63% 9
2023
Q2 		$4.42M Buy
22,780
+860
+4% +$150K 3.51% 8
2023
Q1 		$3.61M Sell
21,920
-1,863
-8% -$275K 3.03% 8
2022
Q4 		$3.09M Sell
23,783
-228
-0.9% -$32.6K 2.86% 9
2022
Q3 		$3.32M Sell
24,011
-293
-1% -$46K 3.24% 10
2022
Q2 		$3.32M Sell
24,304
-28
-0.1% -$4.24K 3.13% 8
2022
Q1 		$4.25M Buy
24,332
+4,263
+21% +$717K 3.16% 10
2021
Q4 		$3.56M Buy
+20,069
New +$3.17M 3.12% 9

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

IMPACTfolio's AAPL Position: Q2 2026 in Review

IMPACTfolio reduced its Apple (AAPL) stake by 1% in Q2 2026, selling an estimated $56.6K and leaving 19,308 shares worth $5.59M. The position accounts for 2.1% of the portfolio, ranked #9.

IMPACTfolio first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • IMPACTfolio held 19,308 shares of Apple worth $5.59M as of Q2 2026.
  • IMPACTfolio sold 198 Apple shares in Q2 2026, an estimated $56.6K.
  • Apple made up 2.1% of IMPACTfolio's portfolio in Q2 2026, its #9 holding.
  • IMPACTfolio first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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