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Occudo Quantitative Strategies’s Apple AAPL Stock Holding History

Occudo Quantitative Strategies’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
-3,465
Closed -$940K – 750
2026
Q1 		$940K Sell
3,465
-26,204
-88% -$6.82M 0.05% 399
2025
Q4 		$8.07M Buy
29,669
+7,593
+34% +$2.04M 0.54% 47
2025
Q3 		$5.62M Sell
22,076
-4,299
-16% -$971K 0.68% 24
2025
Q2 		$5.41M Buy
+26,375
New +$5.33M 0.61% 43
2024
Q4 		– Sell
-9,034
Closed -$2.1M – 655
2024
Q3 		$2.1M Sell
9,034
-18,991
-68% -$4.24M 0.38% 57
2024
Q2 		$5.9M Buy
28,025
+5,550
+25% +$1.03M 1.05% 5
2024
Q1 		$3.85M Buy
22,475
+4,686
+26% +$852K 0.67% 21
2023
Q4 		$3.42M Sell
17,789
-959
-5% -$177K 0.47% 44
2023
Q3 		$3.21M Buy
18,748
+13,968
+292% +$2.56M 0.41% 10
2023
Q2 		$927K Sell
4,780
-11,988
-71% -$2.09M 0.1% 360
2023
Q1 		$2.77M Sell
16,768
-11,009
-40% -$1.62M 0.25% 116
2022
Q4 		$3.61M Buy
+27,777
New +$3.97M 0.42% 7
2022
Q2 		– Sell
-7,064
Closed -$1.23M – 1102
2022
Q1 		$1.23M Buy
+7,064
New +$1.19M 0.1% 316
2021
Q3 		– Sell
-2,767
Closed -$379K – 986
2021
Q2 		$379K Sell
2,767
-2,084
-43% -$270K 0.06% 509
2021
Q1 		$593K Buy
+4,851
New +$623K 0.13% 278

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

Occudo Quantitative Strategies's AAPL Position: Q2 2026 in Review

Occudo Quantitative Strategies sold out of Apple (AAPL) in Q2 2026, closing a stake of 3,465 shares — an estimated $940K sold.

Occudo Quantitative Strategies first reported a position in AAPL in Q1 2021 and held it in 15 quarters. The position peaked at $8.07M in Q4 2025. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Occudo Quantitative Strategies reported no remaining Apple position as of Q2 2026 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 3,465 Apple shares in Q2 2026, an estimated $940K.
  • Occudo Quantitative Strategies first reported a position in Apple in Q1 2021 and held it in 15 quarters.
  • Occudo Quantitative Strategies's Apple position peaked at $8.07M in Q4 2025.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.