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Plato Investment Management’s Apple AAPL Stock Holding History

Plato 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 		$108M Buy
376,892
+11,537
+3% +$3.3M 6.19% 2
2026
Q1 		$92.8M Buy
365,355
+6,630
+2% +$1.73M 6.23% 2
2025
Q4 		$98M Sell
358,725
-1,056
-0.3% -$283K 6.4% 2
2025
Q3 		$90.9M Buy
359,781
+6,648
+2% +$1.5M 6.16% 2
2025
Q2 		$72.2M Buy
353,133
+11,295
+3% +$2.28M 5.43% 3
2025
Q1 		$76.8M Sell
341,838
-39,539
-10% -$9.16M 6.47% 1
2024
Q4 		$95.9M Buy
381,377
+25,617
+7% +$6.04M 7.05% 1
2024
Q3 		$82.8M Buy
355,760
+6,237
+2% +$1.39M 6.72% 1
2024
Q2 		$73.6M Buy
349,523
+15,285
+5% +$2.85M 6.86% 2
2024
Q1 		$57.3M Buy
334,238
+302,653
+958% +$55M 5.93% 2
2023
Q4 		$6.08M Buy
+31,585
New +$5.83M 7.46% 1

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

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

Plato Investment Management increased its Apple (AAPL) stake by 3.2% in Q2 2026, buying an estimated $3.3M and bringing the position to 376,892 shares worth $108M. The position accounts for 6.19% of the portfolio, ranked #2.

Plato Investment Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Plato Investment Management held 376,892 shares of Apple worth $108M as of Q2 2026.
  • Plato Investment Management bought 11,537 Apple shares in Q2 2026, an estimated $3.3M.
  • Apple made up 6.19% of Plato Investment Management's portfolio in Q2 2026, its #2 holding.
  • Plato Investment Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.