R Squared’s Apple AAPL Stock Holding History

R Squared’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	$2.37M	Sell	8,201 -10,617	-56%	-$3.04M	1.25%	6
2026 Q1	$4.78M	Buy	+18,818	New	+$4.9M	2.62%	2
2025 Q3	–	Sell	-2,742	Closed	-$563K	–	538
2025 Q2	$563K	Buy	+2,742	New	+$554K	0.31%	87

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

R Squared's AAPL Position: Q2 2026 in Review

R Squared reduced its Apple (AAPL) stake by 56% in Q2 2026, selling an estimated $3.04M and leaving 8,201 shares worth $2.37M. The position accounts for 1.25% of the portfolio, ranked #6.

R Squared first reported a position in AAPL in Q2 2025 and has held it in 3 quarters since. The position peaked at $4.78M in Q1 2026. 6,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

R Squared held 8,201 shares of Apple worth $2.37M as of Q2 2026.
R Squared sold 10,617 Apple shares in Q2 2026, an estimated $3.04M.
Apple made up 1.25% of R Squared's portfolio in Q2 2026, its #6 holding.
R Squared first reported a position in Apple in Q2 2025 and has held it in 3 quarters since.
R Squared's Apple position peaked at $4.78M in Q1 2026.
6,118 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.