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O'Shaughnessy Asset Management’s Apple AAPL Stock Holding History

O'Shaughnessy 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 		$26.3M Buy
90,900
+10,100
+13% +$2.89M 0.12% 177
2026
Q1 		$20.5M Buy
+80,800
New +$21M 0.1% 215

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

O'Shaughnessy Asset Management's AAPL Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Apple (AAPL) stake by 13% in Q2 2026, buying an estimated $129M and bringing the position to 4,011,581 shares worth $1.16B. The position accounts for 5.35% of the portfolio, ranked #1.

O'Shaughnessy Asset Management first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • O'Shaughnessy Asset Management held 4,011,581 shares of Apple worth $1.16B as of Q2 2026.
  • O'Shaughnessy Asset Management bought 450,332 Apple shares in Q2 2026, an estimated $129M.
  • Apple made up 5.35% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1 holding.
  • O'Shaughnessy Asset Management first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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