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Richard C. Young & Co’s Apple AAPL Stock Holding History

Richard C. Young & Co’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 		$25.8M Buy
89,222
+451
+0.5% +$129K 1.9% 15
2026
Q1 		$22.5M Buy
88,771
+2,540
+3% +$661K 1.87% 19
2025
Q4 		$23.4M Buy
86,231
+4,951
+6% +$1.33M 2.1% 10
2025
Q3 		$20.7M Sell
81,280
-186
-0.2% -$42K 1.92% 17
2025
Q2 		$16.7M Buy
81,466
+610
+0.8% +$123K 1.65% 26
2025
Q1 		$18M Buy
80,856
+646
+0.8% +$150K 1.93% 14
2024
Q4 		$20.1M Buy
80,210
+1,205
+2% +$284K 2.19% 10
2024
Q3 		$18.4M Buy
79,005
+1,245
+2% +$278K 2.01% 15
2024
Q2 		$16.4M Buy
77,760
+64,100
+469% +$12M 1.99% 17
2024
Q1 		$2.34M Buy
+13,660
New +$2.48M 0.29% 60
2022
Q4 		– Sell
-3,477
Closed -$481K – 77
2022
Q3 		$481K Buy
+3,477
New +$546K 0.07% 67

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Richard C. Young & Co's AAPL Position: Q2 2026 in Review

Richard C. Young & Co increased its Apple (AAPL) stake by 0.51% in Q2 2026, buying an estimated $129K and bringing the position to 89,222 shares worth $25.8M. The position accounts for 1.9% of the portfolio, ranked #15.

Richard C. Young & Co first reported a position in AAPL in Q3 2022 and has held it in 11 quarters since. 2,580 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Richard C. Young & Co held 89,222 shares of Apple worth $25.8M as of Q2 2026.
  • Richard C. Young & Co bought 451 Apple shares in Q2 2026, an estimated $129K.
  • Apple made up 1.9% of Richard C. Young & Co's portfolio in Q2 2026, its #15 holding.
  • Richard C. Young & Co first reported a position in Apple in Q3 2022 and has held it in 11 quarters since.
  • 2,580 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Richard C. Young & Co's 13F filing for Q2 2026, filed 28 Jul 2026.