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NEOS Investment Management’s Apple AAPL Stock Holding History

NEOS Investment 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 		$1.6B Buy
5,529,231
+424,836
+8% +$122M 5.9% 2
2026
Q1 		$1.3B Buy
5,104,395
+819,535
+19% +$213M 6.55% 2
2025
Q4 		$1.16B Buy
4,284,860
+947,822
+28% +$254M 6.74% 2
2025
Q3 		$850M Buy
3,337,038
+1,144,602
+52% +$259M 6.36% 3
2025
Q2 		$450M Buy
2,192,436
+612,391
+39% +$124M 5.57% 3
2025
Q1 		$351M Buy
1,580,045
+378,420
+31% +$87.7M 6.66% 1
2024
Q4 		$301M Buy
1,201,625
+281,965
+31% +$66.5M 7.09% 1
2024
Q3 		$214M Buy
919,660
+155,404
+20% +$34.7M 6.47% 1
2024
Q2 		$161M Buy
764,256
+210,060
+38% +$39.2M 6.63% 2
2024
Q1 		$95M Buy
554,196
+144,361
+35% +$26.2M 5.89% 2
2023
Q4 		$78.9M Buy
409,835
+7,423
+2% +$1.37M 7.47% 1
2023
Q3 		$68.9M Buy
+402,412
New +$73.8M 8.8% 1

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

NEOS Investment Management's AAPL Position: Q2 2026 in Review

NEOS Investment Management increased its Apple (AAPL) stake by 8.3% in Q2 2026, buying an estimated $122M and bringing the position to 5,529,231 shares worth $1.6B. The position accounts for 5.9% of the portfolio, ranked #2.

NEOS Investment Management first reported a position in AAPL in Q3 2023 and has held it in 12 quarters since. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • NEOS Investment Management held 5,529,231 shares of Apple worth $1.6B as of Q2 2026.
  • NEOS Investment Management bought 424,836 Apple shares in Q2 2026, an estimated $122M.
  • Apple made up 5.9% of NEOS Investment Management's portfolio in Q2 2026, its #2 holding.
  • NEOS Investment Management first reported a position in Apple in Q3 2023 and has held it in 12 quarters since.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.