R.M. Sincerbeaux Capital Management’s Apple AAPL Stock Holding History

R.M. Sincerbeaux Capital 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	$409K	Hold	1,414	–	–	0.22%	36
2026 Q1	$359K	Hold	1,414	–	–	0.21%	35
2025 Q4	$384K	Hold	1,414	–	–	0.22%	35
2025 Q3	$360K	Hold	1,414	–	–	0.19%	36
2025 Q2	$290K	Buy	1,414 +200	+16%	+$40.4K	0.16%	36
2025 Q1	$270K	Hold	1,214	–	–	0.16%	39
2024 Q4	$304K	Sell	1,214 -200	-14%	-$47.1K	0.18%	36
2024 Q3	$329K	Sell	1,414 -234	-14%	-$52.3K	0.2%	36
2024 Q2	$347K	Sell	1,648 -600	-27%	-$112K	0.23%	35
2024 Q1	$385K	Hold	2,248	–	–	0.24%	36
2023 Q4	$433K	Hold	2,248	–	–	0.31%	36
2023 Q3	$385K	Hold	2,248	–	–	0.29%	37
2023 Q2	$436K	Hold	2,248	–	–	0.3%	38
2023 Q1	$371K	Hold	2,248	–	–	0.26%	38
2022 Q4	$292K	Hold	2,248	–	–	0.21%	38
2022 Q3	$311K	Buy	+2,248	New	+$353K	0.24%	39
2022 Q2	–	Sell	-1,348	Closed	-$240K	–	44
2022 Q1	$240K	Hold	1,348	–	–	0.15%	44
2021 Q4	$239K	Buy	+1,348	New	+$213K	0.14%	45
2020 Q4	–	Sell	-1,848	Closed	-$214K	–	47
2020 Q3	$214K	Buy	+1,848	New	+$202K	0.18%	43

Other funds holding AAPL

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

R.M. Sincerbeaux Capital Management's AAPL Position: Q2 2026 in Review

R.M. Sincerbeaux Capital Management held its Apple (AAPL) position steady in Q2 2026 at 1,414 shares worth $409K. The position accounts for 0.22% of the portfolio, ranked #36.

R.M. Sincerbeaux Capital Management first reported a position in AAPL in Q3 2020 and has held it in 19 quarters since. The position peaked at $436K in Q2 2023. 2,778 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

R.M. Sincerbeaux Capital Management held 1,414 shares of Apple worth $409K as of Q2 2026.
R.M. Sincerbeaux Capital Management left its Apple share count unchanged in Q2 2026.
Apple made up 0.22% of R.M. Sincerbeaux Capital Management's portfolio in Q2 2026, its #36 holding.
R.M. Sincerbeaux Capital Management first reported a position in Apple in Q3 2020 and has held it in 19 quarters since.
R.M. Sincerbeaux Capital Management's Apple position peaked at $436K in Q2 2023.
2,778 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on R.M. Sincerbeaux Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.