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SACKS & ASSOCIATES, LLC’s Apple AAPL Stock Holding History

SACKS & ASSOCIATES, LLC’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 		$415K Sell
1,344
-54
-4% -$15.4K 0.28% 59
2026
Q1 		$355K Sell
1,398
-22
-2% -$5.73K 0.26% 62
2025
Q4 		$386K Buy
+1,420
New +$381K 0.28% 58

Other funds holding AAPL

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SACKS & ASSOCIATES, LLC's AAPL Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC reduced its Apple (AAPL) stake by 3.9% in Q2 2026, selling an estimated $15.4K and leaving 1,344 shares worth $415K. The position accounts for 0.28% of the portfolio, ranked #59.

SACKS & ASSOCIATES, LLC first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 3,926 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • SACKS & ASSOCIATES, LLC held 1,344 shares of Apple worth $415K as of Q2 2026.
  • SACKS & ASSOCIATES, LLC sold 54 Apple shares in Q2 2026, an estimated $15.4K.
  • Apple made up 0.28% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #59 holding.
  • SACKS & ASSOCIATES, LLC first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • 3,926 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.