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Investment Partners Asset Management’s Apple AAPL Stock Holding History

Investment Partners Asset Management’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 		$9.95M Sell
34,369
-689
-2% -$197K 5.53% 1
2026
Q1 		$8.9M Sell
35,058
-125
-0.4% -$32.5K 5.49% 1
2025
Q4 		$9.56M Sell
35,183
-324
-0.9% -$87K 5.95% 1
2025
Q3 		$9.04M Sell
35,507
-438
-1% -$98.9K 5.96% 1
2025
Q2 		$7.37M Sell
35,945
-392
-1% -$79.2K 5.13% 1
2025
Q1 		$8.07M Sell
36,337
-339
-0.9% -$78.5K 6.34% 1
2024
Q4 		$9.18M Sell
36,676
-81
-0.2% -$19.1K 7.21% 1
2024
Q3 		$8.56M Sell
36,757
-55
-0.1% -$12.3K 7.02% 1
2024
Q2 		$7.75M Sell
36,812
-274
-0.7% -$51.1K 6.91% 1
2024
Q1 		$6.36M Sell
37,086
-426
-1% -$77.5K 5.74% 1
2023
Q4 		$7.22M Buy
+37,512
New +$6.93M 7.19% 1

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Investment Partners Asset Management's AAPL Position: Q2 2026 in Review

Investment Partners Asset Management reduced its Apple (AAPL) stake by 2% in Q2 2026, selling an estimated $197K and leaving 34,369 shares worth $9.95M. The position accounts for 5.53% of the portfolio, ranked #1.

Investment Partners Asset Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Investment Partners Asset Management held 34,369 shares of Apple worth $9.95M as of Q2 2026.
  • Investment Partners Asset Management sold 689 Apple shares in Q2 2026, an estimated $197K.
  • Apple made up 5.53% of Investment Partners Asset Management's portfolio in Q2 2026, its #1 holding.
  • Investment Partners Asset Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.