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NFJ Investment Group’s Apple AAPL Stock Holding History

NFJ Investment Group’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 		$91.3M Buy
+315,565
New +$90.3M 3.09% 2
2025
Q2 		– Sell
-92,629
Closed -$20.6M – 272
2025
Q1 		$20.6M Sell
92,629
-1,984
-2% -$460K 0.69% 46
2024
Q4 		$23.7M Sell
94,613
-5,869
-6% -$1.38M 0.76% 43
2024
Q3 		$23.4M Sell
100,482
-11,828
-11% -$2.64M 0.69% 49
2024
Q2 		$23.7M Sell
112,310
-7,378
-6% -$1.38M 0.73% 43
2024
Q1 		$20.5M Buy
119,688
+17,701
+17% +$3.22M 0.56% 63
2023
Q4 		$19.6M Sell
101,987
-3,618
-3% -$668K 0.54% 65
2023
Q3 		$18.1M Sell
105,605
-77,033
-42% -$14.1M 0.53% 64
2023
Q2 		$35.4M Sell
182,638
-113,291
-38% -$19.7M 0.94% 30
2023
Q1 		$48.8M Sell
295,929
-74,880
-20% -$11M 1.31% 17
2022
Q4 		$48.2M Buy
370,809
+18,269
+5% +$2.61M 1.26% 15
2022
Q3 		$48.8M Sell
352,540
-44,663
-11% -$7.01M 1.27% 11
2022
Q2 		$54.3M Sell
397,203
-11,026
-3% -$1.67M 1.3% 12
2022
Q1 		$71.3M Sell
408,229
-8,493
-2% -$1.43M 1.45% 9
2021
Q4 		$74M Sell
416,722
-13,236
-3% -$2.09M 1.35% 8
2021
Q3 		$60.8M Sell
429,958
-2,004
-0.5% -$295K 1.19% 11
2021
Q2 		$59.2M Buy
431,962
+36,255
+9% +$4.7M 1.12% 13
2021
Q1 		$48.3M Buy
+395,707
New +$50.8M 0.97% 15

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

NFJ Investment Group's AAPL Position: Q2 2026 in Review

NFJ Investment Group opened a new position in Apple (AAPL) in Q2 2026: 315,565 shares worth $91.3M. The stake represents 3.09% of the portfolio and ranks #2 among its holdings. This is a return to the name: NFJ Investment Group previously reported a position in AAPL as recently as Q1 2025.

NFJ Investment Group first reported a position in AAPL in Q1 2021 and has held it in 18 quarters since. 6,124 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • NFJ Investment Group held 315,565 shares of Apple worth $91.3M as of Q2 2026.
  • Apple was a new NFJ Investment Group position in Q2 2026.
  • Apple made up 3.09% of NFJ Investment Group's portfolio in Q2 2026, its #2 holding.
  • NFJ Investment Group first reported a position in Apple in Q1 2021 and has held it in 18 quarters since.
  • 6,124 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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