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Investment House LLC’s Apple AAPL Stock Holding History

Investment House LLC’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
2025
Q4 		– Sell
-100
Closed -$263K – 216
2025
Q3 		$263K Buy
+100
New +$22.6K 0.01% 204
2017
Q3 		– Sell
-700
Closed -$308K – 186
2017
Q2 		$308K Buy
+700
New +$25.9K 0.04% 170

Other funds holding AAPL

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Investment House LLC's AAPL Position: Q2 2026 in Review

Investment House LLC reduced its Apple (AAPL) stake by 4.2% in Q2 2026, selling an estimated $6.49M and leaving 511,759 shares worth $148M. The position accounts for 6.7% of the portfolio, ranked #1.

Investment House LLC first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 3,277 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Investment House LLC held 511,759 shares of Apple worth $148M as of Q2 2026.
  • Investment House LLC sold 22,684 Apple shares in Q2 2026, an estimated $6.49M.
  • Apple made up 6.7% of Investment House LLC's portfolio in Q2 2026, its #1 holding.
  • Investment House LLC first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
  • 3,277 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.