Nutshell Asset Management’s Apple AAPL Stock Holding History

Nutshell Asset 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	$3.58M	Buy	12,376 +7,700	+165%	+$2.2M	1.19%	26
2026 Q1	$1.19M	Buy	+4,676	New	+$1.22M	0.64%	26

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

Nutshell Asset Management's AAPL Position: Q2 2026 in Review

Nutshell Asset Management increased its Apple (AAPL) stake by 165% in Q2 2026, buying an estimated $2.2M and bringing the position to 12,376 shares worth $3.58M. The position accounts for 1.19% of the portfolio, ranked #26.

Nutshell Asset Management first reported a position in AAPL in Q1 2026 and has held it in 2 quarters since. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Nutshell Asset Management held 12,376 shares of Apple worth $3.58M as of Q2 2026.
Nutshell Asset Management bought 7,700 Apple shares in Q2 2026, an estimated $2.2M.
Apple made up 1.19% of Nutshell Asset Management's portfolio in Q2 2026, its #26 holding.
Nutshell Asset Management first reported a position in Apple in Q1 2026 and has held it in 2 quarters since.
6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Nutshell Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.