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Newton One Investments’s Apple AAPL Stock Holding History

Newton One Investments’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 		$3.02M Buy
10,452
+249
+2% +$71.2K 0.76% 17
2026
Q1 		$2.59M Buy
10,203
+9
+0.1% +$2.34K 0.7% 17
2025
Q4 		$2.77M Buy
10,194
+220
+2% +$59.1K 0.82% 18
2025
Q3 		$2.54M Buy
9,974
+11
+0.1% +$2.48K 0.75% 18
2025
Q2 		$2.04M Sell
9,963
-471
-5% -$95.1K 0.64% 18
2025
Q1 		$2.32M Buy
10,434
+11
+0.1% +$2.55K 0.83% 18
2024
Q4 		$2.61M Buy
10,423
+132
+1% +$31.1K 1.01% 17
2024
Q3 		$2.4M Buy
10,291
+426
+4% +$95.1K 0.96% 17
2024
Q2 		$2.08M Buy
9,865
+12
+0.1% +$2.24K 0.9% 19
2024
Q1 		$1.69M Buy
9,853
+13
+0.1% +$2.36K 0.74% 20
2023
Q4 		$1.89M Sell
9,840
-2,227
-18% -$411K 0.87% 19
2023
Q3 		$2.07M Buy
12,067
+17
+0.1% +$3.12K 1.23% 17
2023
Q2 		$2.34M Buy
12,050
+16
+0.1% +$2.79K 1.34% 17
2023
Q1 		$1.98M Hold
12,034
– – 1.19% 17
2022
Q4 		$1.56M Hold
12,034
– – 1.01% 19
2022
Q3 		$1.66M Hold
12,034
– – 1.18% 17
2022
Q2 		$1.65M Hold
12,034
– – 1.22% 17
2022
Q1 		$2.1M Hold
12,034
– – 1.53% 15
2021
Q4 		$2.14M Buy
12,034
+4
+0% +$632 1.51% 15
2021
Q3 		$1.7M Buy
12,030
+4
+0% +$589 1.27% 16
2021
Q2 		$1.65M Buy
12,026
+5
+0% +$648 1.31% 16
2021
Q1 		$1.47M Buy
12,021
+4
+0% +$513 1.3% 16
2020
Q4 		$1.59M Buy
+12,017
New +$1.45M 1.57% 14

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

Newton One Investments's AAPL Position: Q2 2026 in Review

Newton One Investments increased its Apple (AAPL) stake by 2.4% in Q2 2026, buying an estimated $71.2K and bringing the position to 10,452 shares worth $3.02M. The position accounts for 0.76% of the portfolio, ranked #17.

Newton One Investments first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Newton One Investments held 10,452 shares of Apple worth $3.02M as of Q2 2026.
  • Newton One Investments bought 249 Apple shares in Q2 2026, an estimated $71.2K.
  • Apple made up 0.76% of Newton One Investments's portfolio in Q2 2026, its #17 holding.
  • Newton One Investments first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,118 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.