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Ipswich Investment Management’s Apple AAPL Stock Holding History

Ipswich Investment 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 		$24M Sell
83,062
-1,012
-1% -$289K 5.07% 1
2026
Q1 		$21.3M Sell
84,074
-1,077
-1% -$280K 5.01% 2
2025
Q4 		$23.1M Sell
85,151
-1,392
-2% -$374K 5.36% 2
2025
Q3 		$22M Sell
86,543
-716
-0.8% -$162K 5.15% 2
2025
Q2 		$17.9M Sell
87,259
-159
-0.2% -$32.1K 4.32% 2
2025
Q1 		$19.4M Sell
87,418
-1,270
-1% -$294K 4.82% 2
2024
Q4 		$22.2M Sell
88,688
-1,632
-2% -$385K 5.34% 2
2024
Q3 		$21M Sell
90,320
-2,033
-2% -$454K 4.87% 2
2024
Q2 		$19.5M Sell
92,353
-1,769
-2% -$330K 4.55% 2
2024
Q1 		$16.1M Sell
94,122
-7,645
-8% -$1.39M 3.78% 2
2023
Q4 		$19.6M Sell
101,767
-1,802
-2% -$333K 4.95% 2
2023
Q3 		$17.7M Sell
103,569
-460
-0.4% -$84.4K 4.84% 2
2023
Q2 		$20.2M Sell
104,029
-2,842
-3% -$495K 5.31% 2
2023
Q1 		$17.6M Sell
106,871
-1,441
-1% -$213K 4.82% 2
2022
Q4 		$14.1M Sell
108,312
-1,217
-1% -$174K 4.03% 2
2022
Q3 		$15.1M Sell
109,529
-3,567
-3% -$560K 4.82% 2
2022
Q2 		$15.5M Buy
113,096
+317
+0.3% +$48K 4.45% 2
2022
Q1 		$19.7M Sell
112,779
-6,983
-6% -$1.17M 4.89% 2
2021
Q4 		$21.3M Sell
119,762
-297
-0.2% -$46.9K 4.96% 2
2021
Q3 		$17M Sell
120,059
-2,685
-2% -$395K 4.35% 2
2021
Q2 		$16.8M Sell
122,744
-12,600
-9% -$1.63M 4.3% 2
2021
Q1 		$16.5M Sell
135,344
-4,577
-3% -$587K 4.65% 2
2020
Q4 		$18.6M Sell
139,921
-13,134
-9% -$1.58M 5.57% 1
2020
Q3 		$17.7M Sell
153,055
-6,105
-4% -$666K 5.68% 2
2020
Q2 		$14.5M Sell
159,160
-21,928
-12% -$1.7M 5% 2
2020
Q1 		$11.5M Sell
181,088
-1,800
-1% -$132K 4.53% 2
2019
Q4 		$13.4M Sell
182,888
-6,008
-3% -$387K 3.95% 2
2019
Q3 		$10.6M Sell
188,896
-780
-0.4% -$40.8K 3.37% 2
2019
Q2 		$9.38M Sell
189,676
-2,824
-1% -$138K 3% 3
2019
Q1 		$9.14M Buy
192,500
+12
+0% +$509 2.99% 4
2018
Q4 		$7.59M Buy
192,488
+2,036
+1% +$98.7K 2.78% 4
2018
Q3 		$10.7M Sell
190,452
-6,008
-3% -$313K 3.63% 3
2018
Q2 		$9.09M Sell
196,460
-6,580
-3% -$298K 4.18% 3
2018
Q1 		$8.52M Buy
203,040
+256
+0.1% +$11K 3.59% 2
2017
Q4 		$8.58M Sell
202,784
-6,596
-3% -$276K 3.63% 2
2017
Q3 		$8.07M Sell
209,380
-3,496
-2% -$136K 3.62% 2
2017
Q2 		$7.67M Sell
212,876
-7,972
-4% -$295K 3.59% 2
2017
Q1 		$7.93M Buy
220,848
+1,940
+0.9% +$63.9K 3.46% 3
2016
Q4 		$6.34M Sell
218,908
-5,516
-2% -$156K 2.87% 7
2016
Q3 		$6.34M Sell
224,424
-3,156
-1% -$83.5K 3.1% 5
2016
Q2 		$5.44M Buy
+227,580
New +$5.66M 2.69% 6
2016
Q1 		– Sell
-268,776
Closed -$7.07M – 389
2015
Q4 		$7.07M Buy
268,776
+3,200
+1% +$91.4K 3.19% 3
2015
Q3 		$7.32M Sell
265,576
-7,040
-3% -$206K 3.49% 2
2015
Q2 		$8.55M Sell
272,616
-11,720
-4% -$375K 3.85% 2
2015
Q1 		$8.84M Sell
284,336
-10,292
-3% -$311K 3.88% 2
2014
Q4 		$8.13M Sell
294,628
-4,760
-2% -$130K 3.46% 2
2014
Q3 		$7.54M Sell
299,388
-4,880
-2% -$120K 3.21% 3
2014
Q2 		$7.07M Buy
304,268
+5,172
+2% +$110K 2.74% 3
2014
Q1 		$5.73M Buy
299,096
+205,296
+219% +$3.9M 2.47% 6
2013
Q4 		$1.88M Sell
93,800
-6,020
-6% -$114K 0.79% 44
2013
Q3 		$1.7M Sell
99,820
-280
-0.3% -$4.64K 0.76% 47
2013
Q2 		$1.42M Buy
+100,100
New +$1.54M 0.61% 54

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

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

Ipswich Investment Management reduced its Apple (AAPL) stake by 1.2% in Q2 2026, selling an estimated $289K and leaving 83,062 shares worth $24M. The position accounts for 5.07% of the portfolio, ranked #1.

Ipswich Investment Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Ipswich Investment Management held 83,062 shares of Apple worth $24M as of Q2 2026.
  • Ipswich Investment Management sold 1,012 Apple shares in Q2 2026, an estimated $289K.
  • Apple made up 5.07% of Ipswich Investment Management's portfolio in Q2 2026, its #1 holding.
  • Ipswich Investment Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.