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Locust Wood Capital Advisers’s Apple AAPL Stock Holding History

Locust Wood Capital Advisers’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
2020
Q4 		– Sell
-4,000
Closed -$463K – 52
2020
Q3 		$463K Sell
4,000
-46,000
-92% -$5.02M 0.03% 53
2020
Q2 		$4.56M Hold
50,000
– – 0.28% 50
2020
Q1 		$3.18M Buy
+50,000
New +$3.68M 0.27% 47

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

Locust Wood Capital Advisers's AAPL Position: Q2 2026 in Review

Locust Wood Capital Advisers reduced its Apple (AAPL) stake by 0.34% in Q2 2026, selling an estimated $467K and leaving 479,152 shares worth $139M. The position accounts for 3.34% of the portfolio, ranked #13.

Locust Wood Capital Advisers first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $147M in Q4 2025. 4,981 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Locust Wood Capital Advisers held 479,152 shares of Apple worth $139M as of Q2 2026.
  • Locust Wood Capital Advisers sold 1,631 Apple shares in Q2 2026, an estimated $467K.
  • Apple made up 3.34% of Locust Wood Capital Advisers's portfolio in Q2 2026, its #13 holding.
  • Locust Wood Capital Advisers first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
  • Locust Wood Capital Advisers's Apple position peaked at $147M in Q4 2025.
  • 4,981 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Locust Wood Capital Advisers's 13F filing for Q2 2026, filed 10 Aug 2026.