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POM Investment Strategies’s Apple AAPL Stock Holding History

POM Investment 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 		$1.27M Sell
4,401
-2,122
-33% -$607K 1.44% 14
2026
Q1 		$1.66M Sell
6,523
-172
-3% -$44.8K 2.06% 11
2025
Q4 		$1.82M Buy
6,695
+308
+5% +$82.7K 0.94% 21
2025
Q3 		$1.63M Buy
6,387
+161
+3% +$36.4K 0.88% 21
2025
Q2 		$1.28M Sell
6,226
-510
-8% -$103K 0.91% 19
2025
Q1 		$1.5M Sell
6,736
-2,112
-24% -$489K 1.75% 13
2024
Q4 		$2.22M Sell
8,848
-371
-4% -$87.4K 1.67% 14
2024
Q3 		$2.15M Sell
9,219
-610
-6% -$136K 1.68% 15
2024
Q2 		$2.07M Buy
9,829
+583
+6% +$109K 1.66% 15
2024
Q1 		$1.59M Buy
9,246
+145
+2% +$26.4K 1.3% 15
2023
Q4 		$1.75M Buy
+9,101
New +$1.68M 1.61% 14

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

POM Investment Strategies's AAPL Position: Q2 2026 in Review

POM Investment Strategies reduced its Apple (AAPL) stake by 33% in Q2 2026, selling an estimated $607K and leaving 4,401 shares worth $1.27M. The position accounts for 1.44% of the portfolio, ranked #14.

POM Investment Strategies first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.22M in Q4 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • POM Investment Strategies held 4,401 shares of Apple worth $1.27M as of Q2 2026.
  • POM Investment Strategies sold 2,122 Apple shares in Q2 2026, an estimated $607K.
  • Apple made up 1.44% of POM Investment Strategies's portfolio in Q2 2026, its #14 holding.
  • POM Investment Strategies first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • POM Investment Strategies's Apple position peaked at $2.22M in Q4 2024.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.