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Intermede Investment Partners’s Apple AAPL Stock Holding History

Intermede Investment Partners’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 		$160M Sell
525,232
-101,736
-16% -$29.1M 6.76% 3
2026
Q1 		$159M Sell
626,968
-88,114
-12% -$22.9M 7.37% 2
2025
Q4 		$194M Sell
715,082
-35,829
-5% -$9.62M 7.99% 2
2025
Q3 		$191M Sell
750,911
-260,822
-26% -$58.9M 7.86% 2
2025
Q2 		$208M Sell
1,011,733
-52,492
-5% -$10.6M 6.4% 2
2025
Q1 		$236M Buy
+1,064,225
New +$247M 7.44% 1
2022
Q2 		– Sell
-1,057,062
Closed -$185M – 28
2022
Q1 		$185M Sell
1,057,062
-228,163
-18% -$38.4M 4.32% 11
2021
Q4 		$228M Buy
1,285,225
+37,546
+3% +$5.93M 4.7% 6
2021
Q3 		$177M Sell
1,247,679
-12,575
-1% -$1.85M 4.06% 8
2021
Q2 		$173M Buy
1,260,254
+57,696
+5% +$7.48M 3.92% 10
2021
Q1 		$147M Buy
1,202,558
+37,428
+3% +$4.8M 3.75% 14
2020
Q4 		$155M Buy
1,165,130
+227,492
+24% +$27.4M 4.47% 9
2020
Q3 		$109M Sell
937,638
-502,950
-35% -$54.9M 4.54% 11
2020
Q2 		$131M Buy
1,440,588
+30,684
+2% +$2.38M 6.43% 1
2020
Q1 		$89.6M Sell
1,409,904
-23,920
-2% -$1.76M 5.28% 4
2019
Q4 		$105M Sell
1,433,824
-274,932
-16% -$17.7M 5.33% 2
2019
Q3 		$95.7M Sell
1,708,756
-20,716
-1% -$1.08M 5.31% 3
2019
Q2 		$85.6M Sell
1,729,472
-25,680
-1% -$1.25M 5.07% 7
2019
Q1 		$83.3M Buy
1,755,152
+210,628
+14% +$8.93M 5.18% 4
2018
Q4 		$60.9M Buy
1,544,524
+166,616
+12% +$8.08M 4.87% 6
2018
Q3 		$77.8M Buy
1,377,908
+55,268
+4% +$2.88M 5.83% 3
2018
Q2 		$61.2M Buy
1,322,640
+56,428
+4% +$2.56M 4.84% 7
2018
Q1 		$53.1M Buy
+1,266,212
New +$54.5M 4.56% 10

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Intermede Investment Partners's AAPL Position: Q2 2026 in Review

Intermede Investment Partners reduced its Apple (AAPL) stake by 16% in Q2 2026, selling an estimated $29.1M and leaving 525,232 shares worth $160M. The position accounts for 6.76% of the portfolio, ranked #3.

Intermede Investment Partners first reported a position in AAPL in Q1 2018 and has held it in 23 quarters since. The position peaked at $236M in Q1 2025. 6,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Intermede Investment Partners held 525,232 shares of Apple worth $160M as of Q2 2026.
  • Intermede Investment Partners sold 101,736 Apple shares in Q2 2026, an estimated $29.1M.
  • Apple made up 6.76% of Intermede Investment Partners's portfolio in Q2 2026, its #3 holding.
  • Intermede Investment Partners first reported a position in Apple in Q1 2018 and has held it in 23 quarters since.
  • Intermede Investment Partners's Apple position peaked at $236M in Q1 2025.
  • 6,118 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Intermede Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.