Investment Management Trust’s Apple AAPL Stock Holding History

Investment Management Trust’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	$9.48M	Sell	32,761 -20	-0.1%	-$5.72K	8.5%	1
2026 Q1	$8.32M	Buy	+32,781	New	+$8.53M	8.11%	1

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Investment Management Trust's AAPL Position: Q2 2026 in Review

Investment Management Trust reduced its Apple (AAPL) stake by 0.06% in Q2 2026, selling an estimated $5.72K and leaving 32,761 shares worth $9.48M. The position accounts for 8.5% of the portfolio, ranked #1.

Investment Management Trust first reported a position in AAPL in Q1 2026 and has held it in 2 quarters since. 6,079 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Investment Management Trust held 32,761 shares of Apple worth $9.48M as of Q2 2026.
Investment Management Trust sold 20 Apple shares in Q2 2026, an estimated $5.72K.
Apple made up 8.5% of Investment Management Trust's portfolio in Q2 2026, its #1 holding.
Investment Management Trust first reported a position in Apple in Q1 2026 and has held it in 2 quarters since.
6,079 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Investment Management Trust's 13F filing for Q2 2026, filed 11 Aug 2026.