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Latitude Advisors’s Apple AAPL Stock Holding History

Latitude Advisors’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 		$3.56M Buy
12,297
+1,996
+19% +$571K 1.42% 13
2026
Q1 		$2.61M Sell
10,301
-1,641
-14% -$427K 1.2% 14
2025
Q4 		$3.25M Sell
11,942
-39
-0.3% -$10.5K 1.43% 12
2025
Q3 		$3.05M Buy
11,981
+273
+2% +$61.7K 1.39% 12
2025
Q2 		$2.4M Buy
11,708
+337
+3% +$68.1K 1.21% 12
2025
Q1 		$2.53M Buy
11,371
+398
+4% +$92.2K 1.47% 11
2024
Q4 		$2.75M Sell
10,973
-6,263
-36% -$1.48M 1.55% 13
2024
Q3 		$4.02M Buy
17,236
+50
+0.3% +$11.2K 2.27% 6
2024
Q2 		$3.62M Sell
17,186
-901
-5% -$168K 2.21% 6
2024
Q1 		$3.1M Buy
18,087
+295
+2% +$53.6K 1.94% 9
2023
Q4 		$3.43M Sell
17,792
-137
-0.8% -$25.3K 2.41% 6
2023
Q3 		$3.07M Buy
17,929
+276
+2% +$50.6K 2.2% 8
2023
Q2 		$3.42M Sell
17,653
-37
-0.2% -$6.45K 2.38% 7
2023
Q1 		$2.92M Sell
17,690
-806
-4% -$119K 2.11% 8
2022
Q4 		$2.4M Sell
18,496
-1,248
-6% -$178K 1.8% 9
2022
Q3 		$2.73M Buy
19,744
+2,053
+12% +$322K 2.25% 10
2022
Q2 		$2.42M Sell
17,691
-40,408
-70% -$6.12M 2.22% 10
2022
Q1 		$10.1M Buy
58,099
+17,219
+42% +$2.9M 2.28% 8
2021
Q4 		$7.26M Buy
40,880
+1,655
+4% +$262K 2.03% 5
2021
Q3 		$5.55M Buy
39,225
+19,438
+98% +$2.86M 1.76% 7
2021
Q2 		$2.71M Buy
19,787
+26
+0.1% +$3.37K 2.01% 7
2021
Q1 		$2.41M Buy
19,761
+429
+2% +$55.1K 1.98% 9
2020
Q4 		$2.56M Buy
+19,332
New +$2.33M 2.27% 5

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Latitude Advisors's AAPL Position: Q2 2026 in Review

Latitude Advisors increased its Apple (AAPL) stake by 19% in Q2 2026, buying an estimated $571K and bringing the position to 12,297 shares worth $3.56M. The position accounts for 1.42% of the portfolio, ranked #13.

Latitude Advisors first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.1M in Q1 2022. 2,936 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Latitude Advisors held 12,297 shares of Apple worth $3.56M as of Q2 2026.
  • Latitude Advisors bought 1,996 Apple shares in Q2 2026, an estimated $571K.
  • Apple made up 1.42% of Latitude Advisors's portfolio in Q2 2026, its #13 holding.
  • Latitude Advisors first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • Latitude Advisors's Apple position peaked at $10.1M in Q1 2022.
  • 2,936 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.