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Moisand Fitzgerald Tamayo’s Apple AAPL Stock Holding History

Moisand Fitzgerald Tamayo’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 		$3.45M Sell
11,934
-1,145
-9% -$328K 0.34% 28
2026
Q1 		$3.32M Buy
13,079
+37
+0.3% +$9.63K 0.36% 27
2025
Q4 		$3.55M Sell
13,042
-193
-1% -$51.8K 0.4% 27
2025
Q3 		$3.37M Sell
13,235
-20
-0.2% -$4.52K 0.4% 26
2025
Q2 		$2.72M Sell
13,255
-61
-0.5% -$12.3K 0.34% 29
2025
Q1 		$2.96M Buy
13,316
+172
+1% +$39.8K 0.41% 28
2024
Q4 		$3.29M Sell
13,144
-803
-6% -$189K 0.47% 28
2024
Q3 		$3.25M Sell
13,947
-219
-2% -$48.9K 0.45% 28
2024
Q2 		$2.98M Buy
14,166
+449
+3% +$83.7K 0.45% 27
2024
Q1 		$2.35M Sell
13,717
-3
-0% -$545 0.36% 30
2023
Q4 		$2.64M Buy
13,720
+1,463
+12% +$270K 0.46% 31
2023
Q3 		$2.1M Buy
12,257
+747
+6% +$137K 0.44% 33
2023
Q2 		$2.23M Sell
11,510
-1,377
-11% -$240K 0.46% 33
2023
Q1 		$2.13M Buy
12,887
+53
+0.4% +$7.82K 0.45% 35
2022
Q4 		$1.67M Sell
12,834
-133
-1% -$19K 0.38% 35
2022
Q3 		$1.79M Buy
12,967
+1,344
+12% +$211K 0.49% 35
2022
Q2 		$1.59M Buy
11,623
+7,373
+173% +$1.12M 0.43% 34
2022
Q1 		$742K Sell
4,250
-6,343
-60% -$1.07M 0.34% 43
2021
Q4 		$1.88M Buy
10,593
+668
+7% +$106K 0.53% 34
2021
Q3 		$1.4M Buy
9,925
+136
+1% +$20K 0.47% 36
2021
Q2 		$1.34M Buy
9,789
+588
+6% +$76.2K 0.49% 35
2021
Q1 		$1.12M Buy
9,201
+323
+4% +$41.5K 0.49% 36
2020
Q4 		$1.18M Sell
8,878
-714
-7% -$85.9K 0.53% 33
2020
Q3 		$1.11M Sell
9,592
-1,564
-14% -$171K 0.57% 32
2020
Q2 		$1.02M Sell
11,156
-568
-5% -$44K 0.56% 34
2020
Q1 		$745K Buy
11,724
+64
+0.5% +$4.71K 0.49% 33
2019
Q4 		$856K Sell
11,660
-92
-0.8% -$5.92K 0.44% 38
2019
Q3 		$658K Hold
11,752
– – 0.36% 42
2019
Q2 		$581K Buy
11,752
+260
+2% +$12.7K 0.32% 48
2019
Q1 		$546K Buy
11,492
+280
+2% +$11.9K 0.3% 50
2018
Q4 		$442K Buy
11,212
+108
+1% +$5.24K 0.28% 52
2018
Q3 		$627K Hold
11,104
– – 0.35% 45
2018
Q2 		$514K Sell
11,104
-3,696
-25% -$168K 0.3% 50
2018
Q1 		$621K Buy
14,800
+3,440
+30% +$148K 0.37% 43
2017
Q4 		$481K Sell
11,360
-400
-3% -$16.7K 0.28% 41
2017
Q3 		$453K Buy
11,760
+1,804
+18% +$70K 0.28% 44
2017
Q2 		$358K Hold
9,956
– – 0.24% 47
2017
Q1 		$358K Hold
9,956
– – 0.25% 46
2016
Q4 		$288K Sell
9,956
-416
-4% -$11.8K 0.21% 50
2016
Q3 		$293K Buy
10,372
+428
+4% +$11.3K 0.22% 48
2016
Q2 		$238K Sell
9,944
-1,368
-12% -$34K 0.19% 50
2016
Q1 		$308K Buy
11,312
+6,044
+115% +$151K 0.25% 43
2015
Q4 		$139K Buy
+5,268
New +$151K 0.12% 62

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Moisand Fitzgerald Tamayo's AAPL Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo reduced its Apple (AAPL) stake by 8.8% in Q2 2026, selling an estimated $328K and leaving 11,934 shares worth $3.45M. The position accounts for 0.34% of the portfolio, ranked #28.

Moisand Fitzgerald Tamayo first reported a position in AAPL in Q4 2015 and has held it in 43 quarters since. The position peaked at $3.55M in Q4 2025. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 11,934 shares of Apple worth $3.45M as of Q2 2026.
  • Moisand Fitzgerald Tamayo sold 1,145 Apple shares in Q2 2026, an estimated $328K.
  • Apple made up 0.34% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #28 holding.
  • Moisand Fitzgerald Tamayo first reported a position in Apple in Q4 2015 and has held it in 43 quarters since.
  • Moisand Fitzgerald Tamayo's Apple position peaked at $3.55M in Q4 2025.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.