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NIA Impact Advisors’s Apple AAPL Stock Holding History

NIA Impact Advisors’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 		$6.03M Sell
20,824
-8,637
-29% -$2.47M 2.5% 14
2026
Q1 		$7.48M Sell
29,461
-13,151
-31% -$3.42M 3.32% 4
2025
Q4 		$11.6M Sell
42,612
-1,709
-4% -$459K 3.89% 3
2025
Q3 		$11.3M Sell
44,321
-595
-1% -$134K 3.67% 3
2025
Q2 		$9.22M Sell
44,916
-852
-2% -$172K 3.19% 3
2025
Q1 		$10.2M Sell
45,768
-3,292
-7% -$763K 3.77% 2
2024
Q4 		$12.3M Sell
49,060
-298
-0.6% -$70.2K 4% 3
2024
Q3 		$11.5M Sell
49,358
-750
-1% -$167K 3.82% 3
2024
Q2 		$10.6M Buy
50,108
+541
+1% +$101K 3.79% 3
2024
Q1 		$8.5M Buy
+49,567
New +$9.01M 3.39% 3
2023
Q2 		$5.91M Sell
33,223
-1,462
-4% -$255K 3.36% 10
2023
Q1 		$5.72M Buy
34,685
+181
+0.5% +$26.7K 3.09% 12
2022
Q4 		$4.48M Buy
34,504
+1,033
+3% +$148K 2.6% 16
2022
Q3 		$4.63M Buy
33,471
+442
+1% +$69.4K 2.85% 11
2022
Q2 		$4.52M Sell
33,029
-741
-2% -$112K 2.71% 12
2022
Q1 		$5.9M Sell
33,770
-3,478
-9% -$585K 2.86% 12
2021
Q4 		$6.41M Sell
37,248
-3,732
-9% -$590K 3.4% 9
2021
Q3 		$5.8M Sell
40,980
-7,738
-16% -$1.14M 2.47% 19
2021
Q2 		$6.67M Buy
48,718
+1,709
+4% +$221K 3.25% 10
2021
Q1 		$5.74M Buy
47,009
+6,357
+16% +$816K 3.11% 9
2020
Q4 		$5.32M Buy
+40,652
New +$4.89M 2.77% 12

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

NIA Impact Advisors's AAPL Position: Q2 2026 in Review

NIA Impact Advisors reduced its Apple (AAPL) stake by 29% in Q2 2026, selling an estimated $2.47M and leaving 20,824 shares worth $6.03M. The position accounts for 2.5% of the portfolio, ranked #14.

NIA Impact Advisors first reported a position in AAPL in Q4 2020 and has held it in 21 quarters since. The position peaked at $12.3M in Q4 2024. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • NIA Impact Advisors held 20,824 shares of Apple worth $6.03M as of Q2 2026.
  • NIA Impact Advisors sold 8,637 Apple shares in Q2 2026, an estimated $2.47M.
  • Apple made up 2.5% of NIA Impact Advisors's portfolio in Q2 2026, its #14 holding.
  • NIA Impact Advisors first reported a position in Apple in Q4 2020 and has held it in 21 quarters since.
  • NIA Impact Advisors's Apple position peaked at $12.3M in Q4 2024.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on NIA Impact Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.