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Neo Ivy Capital Management’s Apple AAPL Stock Holding History

Neo Ivy Capital 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 		$4.35M Buy
15,026
+586
+4% +$168K 1% 8
2026
Q1 		$3.66M Sell
14,440
-7,974
-36% -$2.08M 0.97% 11
2025
Q4 		$6.09M Buy
22,414
+8,110
+57% +$2.18M 0.96% 25
2025
Q3 		$3.64M Buy
14,304
+6,148
+75% +$1.39M 0.89% 16
2025
Q2 		$1.67M Sell
8,156
-10,702
-57% -$2.16M 0.53% 66
2025
Q1 		$4.19M Sell
18,858
-2,439
-11% -$565K 1.33% 4
2024
Q4 		$5.33M Buy
21,297
+8,581
+67% +$2.02M 1.07% 14
2024
Q3 		$2.96M Sell
12,716
-13,428
-51% -$3M 0.96% 13
2024
Q2 		$5.51M Buy
+26,144
New +$4.88M 1.08% 15
2023
Q4 		$989K Sell
5,139
-13,081
-72% -$2.42M 2.21% 2
2023
Q3 		$3.12M Buy
18,220
+15,739
+634% +$2.89M 1.37% 12
2023
Q2 		$481K Buy
+2,481
New +$432K 0.25% 129
2022
Q4 		$484K Buy
3,726
+1,287
+53% +$184K 0.33% 126
2022
Q3 		$337K Buy
2,439
+62
+3% +$9.73K 0.89% 21
2022
Q2 		$324K Sell
2,377
-1,701
-42% -$258K 0.87% 15
2022
Q1 		$712K Buy
4,078
+614
+18% +$103K 0.64% 19
2021
Q4 		$615K Buy
3,464
+2,615
+308% +$413K 0.88% 12
2021
Q3 		$310K Sell
849
-2,560
-75% -$377K 0.36% 100
2021
Q2 		$467K Sell
3,409
-292
-8% -$37.8K 0.47% 67
2021
Q1 		$452K Buy
3,701
+789
+27% +$101K 0.5% 59
2020
Q4 		$386K Buy
2,912
+1,713
+143% +$206K 0.43% 76
2020
Q3 		$138K Sell
1,199
-2,197
-65% -$240K 0.14% 242
2020
Q2 		$310K Buy
3,396
+1,156
+52% +$89.6K 0.36% 100
2020
Q1 		$142K Buy
+2,240
New +$165K 0.23% 175
2019
Q4 		– Sell
-3,768
Closed -$197K – 252
2019
Q3 		$197K Sell
3,768
-25,416
-87% -$1.33M 0.13% 204
2019
Q2 		$1.44M Buy
+29,184
New +$1.42M 0.81% 13

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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

Neo Ivy Capital Management's AAPL Position: Q2 2026 in Review

Neo Ivy Capital Management increased its Apple (AAPL) stake by 4.1% in Q2 2026, buying an estimated $168K and bringing the position to 15,026 shares worth $4.35M. The position accounts for 1% of the portfolio, ranked #8.

Neo Ivy Capital Management first reported a position in AAPL in Q2 2019 and has held it in 26 quarters since. The position peaked at $6.09M in Q4 2025. 6,144 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Neo Ivy Capital Management held 15,026 shares of Apple worth $4.35M as of Q2 2026.
  • Neo Ivy Capital Management bought 586 Apple shares in Q2 2026, an estimated $168K.
  • Apple made up 1% of Neo Ivy Capital Management's portfolio in Q2 2026, its #8 holding.
  • Neo Ivy Capital Management first reported a position in Apple in Q2 2019 and has held it in 26 quarters since.
  • Neo Ivy Capital Management's Apple position peaked at $6.09M in Q4 2025.
  • 6,144 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.