Patton Fund Management’s Apple AAPL Stock Holding History

Patton Fund 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	-862	Closed	-$219K	–	87
2026 Q1	$219K	Buy	862 +80	+10%	+$20.8K	0.04%	428
2025 Q4	$213K	Sell	782 -269	-26%	-$72.2K	0.03%	444
2025 Q3	$268K	Hold	1,051	–	–	0.05%	186
2025 Q2	$216K	Buy	+1,051	New	+$212K	0.05%	418
2023 Q2	–	Sell	-2,750	Closed	-$453K	–	81
2023 Q1	$453K	Sell	2,750 -1,771	-39%	-$261K	0.13%	71
2022 Q4	$587K	Buy	4,521 +1,321	+41%	+$189K	0.17%	88
2022 Q3	$442K	Hold	3,200	–	–	0.18%	75
2022 Q2	$438K	Hold	3,200	–	–	0.16%	82
2022 Q1	$559K	Hold	3,200	–	–	0.15%	86
2021 Q4	$568K	Hold	3,200	–	–	0.17%	90
2021 Q3	$453K	Sell	3,200 -280	-8%	-$41.2K	0.17%	65
2021 Q2	$477K	Sell	3,480 -1,215	-26%	-$157K	0.25%	64
2021 Q1	$573K	Buy	4,695 +1,187	+34%	+$152K	0.31%	81
2020 Q4	$465K	Sell	3,508 -4	-0.1%	-$481	0.23%	74
2020 Q3	$407K	Buy	+3,512	New	+$383K	0.22%	74

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Patton Fund Management's AAPL Position: Q2 2026 in Review

Patton Fund Management sold out of Apple (AAPL) in Q2 2026, closing a stake of 862 shares — an estimated $219K sold.

Patton Fund Management first reported a position in AAPL in Q3 2020 and held it in 15 quarters. The position peaked at $587K in Q4 2022. 1,520 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Patton Fund Management reported no remaining Apple position as of Q2 2026 after selling out during the quarter.
Patton Fund Management sold 862 Apple shares in Q2 2026, an estimated $219K.
Patton Fund Management first reported a position in Apple in Q3 2020 and held it in 15 quarters.
Patton Fund Management's Apple position peaked at $587K in Q4 2022.
1,520 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.