Niles Investment Management’s Apple AAPL Stock Holding History

Niles 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	–	Sell	-33,482	Closed	-$8.5M	–	20
2026 Q1	$8.5M	Sell	33,482 -3,546	-10%	-$923K	7.63%	3
2025 Q4	$10.1M	Buy	+37,028	New	+$9.94M	7.67%	4

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Niles Investment Management sold out of Apple (AAPL) in Q2 2026, closing a stake of 33,482 shares — an estimated $8.5M sold.

Niles Investment Management first reported a position in AAPL in Q4 2025 and held it in 2 quarters. The position peaked at $10.1M in Q4 2025. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Niles Investment Management reported no remaining Apple position as of Q2 2026 after selling out during the quarter.
Niles Investment Management sold 33,482 Apple shares in Q2 2026, an estimated $8.5M.
Niles Investment Management first reported a position in Apple in Q4 2025 and held it in 2 quarters.
Niles Investment Management's Apple position peaked at $10.1M in Q4 2025.
6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Niles Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.