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Investment Research Partners’s Apple AAPL Stock Holding History

Investment Research Partners’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 		$8.51M Buy
29,399
+3,097
+12% +$886K 2.88% 6
2026
Q1 		$6.68M Sell
26,302
-919
-3% -$239K 2.72% 8
2025
Q4 		$7.4M Buy
27,221
+920
+3% +$247K 3.18% 5
2025
Q3 		$7.09M Buy
+26,301
New +$5.94M 3.19% 6

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Investment Research Partners's AAPL Position: Q2 2026 in Review

Investment Research Partners increased its Apple (AAPL) stake by 12% in Q2 2026, buying an estimated $886K and bringing the position to 29,399 shares worth $8.51M. The position accounts for 2.88% of the portfolio, ranked #6.

Investment Research Partners first reported a position in AAPL in Q3 2025 and has held it in 4 quarters since. 4,979 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Investment Research Partners held 29,399 shares of Apple worth $8.51M as of Q2 2026.
  • Investment Research Partners bought 3,097 Apple shares in Q2 2026, an estimated $886K.
  • Apple made up 2.88% of Investment Research Partners's portfolio in Q2 2026, its #6 holding.
  • Investment Research Partners first reported a position in Apple in Q3 2025 and has held it in 4 quarters since.
  • 4,979 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.