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Invested Advisors’s Apple AAPL Stock Holding History

Invested Advisors’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 		$3.61M Sell
12,473
-383
-3% -$110K 3.19% 6
2026
Q1 		$3.26M Sell
12,856
-228
-2% -$59.3K 3.29% 6
2025
Q4 		$3.56M Buy
13,084
+1,243
+10% +$334K 3.68% 4
2025
Q3 		$2.87M Buy
+11,841
New +$2.67M 4.19% 5

Other funds holding AAPL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Invested Advisors's AAPL Position: Q2 2026 in Review

Invested Advisors reduced its Apple (AAPL) stake by 3% in Q2 2026, selling an estimated $110K and leaving 12,473 shares worth $3.61M. The position accounts for 3.19% of the portfolio, ranked #6.

Invested Advisors first reported a position in AAPL in Q3 2025 and has held it in 4 quarters since. 3,653 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Invested Advisors held 12,473 shares of Apple worth $3.61M as of Q2 2026.
  • Invested Advisors sold 383 Apple shares in Q2 2026, an estimated $110K.
  • Apple made up 3.19% of Invested Advisors's portfolio in Q2 2026, its #6 holding.
  • Invested Advisors first reported a position in Apple in Q3 2025 and has held it in 4 quarters since.
  • 3,653 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.