Ramirez Asset Management’s Apple AAPL Stock Holding History

Ramirez Asset 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	$6.41M	Sell	22,139 -9	-0%	-$2.57K	0.67%	52
2026 Q1	$5.62M	Sell	22,148 -1,616	-7%	-$421K	0.68%	52
2025 Q4	$6.46M	Hold	23,764	–	–	0.85%	36
2025 Q3	$6.05M	Sell	23,764 -3,737	-14%	-$844K	0.84%	35
2025 Q2	$5.64M	Sell	27,501 -315	-1%	-$63.6K	0.85%	38
2025 Q1	$6.18M	Sell	27,816 -138	-0.5%	-$32K	1.29%	16
2024 Q4	$7M	Sell	27,954 -1,923	-6%	-$453K	1.41%	12
2024 Q3	$6.96M	Hold	29,877	–	–	1.34%	15
2024 Q2	$6.29M	Hold	29,877	–	–	1.28%	17
2024 Q1	$5.12M	Sell	29,877 -1,877	-6%	-$341K	1.03%	23
2023 Q4	$6.11M	Hold	31,754	–	–	1.24%	16
2023 Q3	$5.44M	Buy	+31,754	New	+$5.82M	1.17%	19

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

Ramirez Asset Management's AAPL Position: Q2 2026 in Review

Ramirez Asset Management reduced its Apple (AAPL) stake by 0.04% in Q2 2026, selling an estimated $2.57K and leaving 22,139 shares worth $6.41M. The position accounts for 0.67% of the portfolio, ranked #52.

Ramirez Asset Management first reported a position in AAPL in Q3 2023 and has held it in 12 quarters since. The position peaked at $7M in Q4 2024. 6,095 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Ramirez Asset Management held 22,139 shares of Apple worth $6.41M as of Q2 2026.
Ramirez Asset Management sold 9 Apple shares in Q2 2026, an estimated $2.57K.
Apple made up 0.67% of Ramirez Asset Management's portfolio in Q2 2026, its #52 holding.
Ramirez Asset Management first reported a position in Apple in Q3 2023 and has held it in 12 quarters since.
Ramirez Asset Management's Apple position peaked at $7M in Q4 2024.
6,095 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Ramirez Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.