Montchanin Asset Management’s Apple AAPL Stock Holding History

Montchanin Asset 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	$15.3M	Sell	52,921 -7,333	-12%	-$2.1M	15.61%	1
2026 Q1	$15.3M	Buy	+60,254	New	+$15.7M	16.26%	1
2024 Q4	$19.7M	Sell	78,639 -5,768	-7%	-$1.36M	19.11%	1
2024 Q3	$19.7M	Buy	84,407 +363	+0.4%	+$81.1K	18.12%	1
2024 Q2	$17.7M	Sell	84,044 -2,710	-3%	-$505K	16.73%	1
2024 Q1	$14.9M	Buy	+86,754	New	+$15.8M	14.58%	1
2023 Q2	$17.6M	Sell	90,680 -615	-0.7%	-$107K	20.05%	1
2023 Q1	$15.1M	Sell	91,295 -2,681	-3%	-$396K	19.08%	1
2022 Q4	$12.2M	Sell	93,976 -2,271	-2%	-$325K	16.7%	1
2022 Q3	$13.3M	Sell	96,247 -2,991	-3%	-$469K	18.83%	1
2022 Q2	$13.6M	Buy	+99,238	New	+$15M	18.77%	1

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Montchanin Asset Management's AAPL Position: Q2 2026 in Review

Montchanin Asset Management reduced its Apple (AAPL) stake by 12% in Q2 2026, selling an estimated $2.1M and leaving 52,921 shares worth $15.3M. The position accounts for 15.61% of the portfolio, ranked #1.

Montchanin Asset Management first reported a position in AAPL in Q2 2022 and has held it in 11 quarters since. The position peaked at $19.7M in Q4 2024. 2,846 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Montchanin Asset Management held 52,921 shares of Apple worth $15.3M as of Q2 2026.
Montchanin Asset Management sold 7,333 Apple shares in Q2 2026, an estimated $2.1M.
Apple made up 15.61% of Montchanin Asset Management's portfolio in Q2 2026, its #1 holding.
Montchanin Asset Management first reported a position in Apple in Q2 2022 and has held it in 11 quarters since.
Montchanin Asset Management's Apple position peaked at $19.7M in Q4 2024.
2,846 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Montchanin Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.