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Investment Research & Advisory Group’s Apple AAPL Stock Holding History

Investment Research & Advisory Group’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 		$22.2M Sell
75,780
-233
-0.3% -$66.6K 6.86% 2
2026
Q1 		$19.5M Sell
76,013
-690
-0.9% -$180K 6.83% 2
2025
Q4 		$20.9M Buy
76,703
+344
+0.5% +$92.3K 6.93% 2
2025
Q3 		$19.5M Buy
76,359
+977
+1% +$221K 6.62% 2
2025
Q2 		$15.5M Sell
75,382
-5,525
-7% -$1.12M 5.76% 2
2025
Q1 		$18M Sell
80,907
-1,422
-2% -$329K 7.51% 2
2024
Q4 		$20.6M Sell
82,329
-1,153
-1% -$272K 8.55% 2
2024
Q3 		$19.5M Sell
83,482
-1,245
-1% -$278K 8.21% 2
2024
Q2 		$17.8M Sell
84,727
-1,308
-2% -$244K 7.91% 2
2024
Q1 		$14.8M Buy
86,035
+690
+0.8% +$125K 6.79% 2
2023
Q4 		$16.4M Sell
85,345
-628
-0.7% -$116K 8.39% 2
2023
Q3 		$14.7M Sell
85,973
-198
-0.2% -$36.3K 8.35% 2
2023
Q2 		$16.7M Hold
86,171
– – 9.67% 2
2023
Q1 		$14.2M Buy
86,171
+15
+0% +$2.21K 9.12% 2
2022
Q4 		$11.2M Sell
86,156
-206
-0.2% -$29.4K 7.35% 2
2022
Q3 		$11.9M Sell
86,362
-41
-0% -$6.43K 8.93% 2
2022
Q2 		$11.8M Buy
86,403
+2,194
+3% +$332K 8.55% 2
2022
Q1 		$14.7M Buy
84,209
+585
+0.7% +$98.4K 9.23% 2
2021
Q4 		$14.8M Buy
83,624
+92
+0.1% +$14.5K 9.01% 2
2021
Q3 		$11.9M Buy
83,532
+228
+0.3% +$33.6K 7.82% 2
2021
Q2 		$11.4M Buy
83,304
+24
+0% +$3.11K 7.52% 2
2021
Q1 		$10.2M Sell
83,280
-7,190
-8% -$923K 7.47% 2
2020
Q4 		$12M Buy
90,470
+79
+0.1% +$9.5K 8.91% 2
2020
Q3 		$10.5M Sell
90,391
-3,749
-4% -$409K 8.69% 2
2020
Q2 		$8.54M Sell
94,140
-212
-0.2% -$16.4K 7.67% 2
2020
Q1 		$6M Sell
94,352
-4,380
-4% -$322K 5.56% 4
2019
Q4 		$7.25M Buy
+98,732
New +$6.35M 6.7% 2

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Investment Research & Advisory Group's AAPL Position: Q2 2026 in Review

Investment Research & Advisory Group reduced its Apple (AAPL) stake by 0.31% in Q2 2026, selling an estimated $66.6K and leaving 75,780 shares worth $22.2M. The position accounts for 6.86% of the portfolio, ranked #2.

Investment Research & Advisory Group first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 2,602 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Investment Research & Advisory Group held 75,780 shares of Apple worth $22.2M as of Q2 2026.
  • Investment Research & Advisory Group sold 233 Apple shares in Q2 2026, an estimated $66.6K.
  • Apple made up 6.86% of Investment Research & Advisory Group's portfolio in Q2 2026, its #2 holding.
  • Investment Research & Advisory Group first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 2,602 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.