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Richmond Brothers’s Apple AAPL Stock Holding History

Richmond Brothers’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 		$9.03M Buy
31,196
+19,611
+169% +$5.61M 4.69% 2
2026
Q1 		$2.94M Sell
11,585
-1,112
-9% -$289K 1.96% 15
2025
Q4 		$3.45M Sell
12,697
-141
-1% -$37.9K 2.2% 14
2025
Q3 		$3.27M Sell
12,838
-337
-3% -$76.1K 2.06% 18
2025
Q2 		$2.7M Sell
13,175
-1,574
-11% -$318K 1.77% 19
2025
Q1 		$3.28M Sell
14,749
-1,865
-11% -$432K 2.07% 19
2024
Q4 		$4.16M Sell
16,614
-7,404
-31% -$1.74M 2.67% 14
2024
Q3 		$5.6M Sell
24,018
-3,740
-13% -$835K 3.45% 13
2024
Q2 		$5.85M Sell
27,758
-2,381
-8% -$444K 11.56% 3
2024
Q1 		$5.17M Sell
30,139
-2,591
-8% -$471K 9.58% 4
2023
Q4 		$6.3M Sell
32,730
-1,665
-5% -$307K 10.98% 3
2023
Q3 		$5.89M Sell
34,395
-3,994
-10% -$732K 11.06% 3
2023
Q2 		$7.45M Sell
38,389
-11,050
-22% -$1.93M 12.06% 3
2023
Q1 		$8.15M Sell
49,439
-15,775
-24% -$2.33M 13.76% 2
2022
Q4 		$8.47M Sell
65,214
-13,854
-18% -$1.98M 11.89% 3
2022
Q3 		$10.9M Sell
79,068
-3,186
-4% -$500K 12.15% 3
2022
Q2 		$11.3M Sell
82,254
-1,107
-1% -$168K 11.51% 3
2022
Q1 		$14.5M Sell
83,361
-1,672
-2% -$281K 11.2% 3
2021
Q4 		$15.1M Buy
+85,033
New +$13.4M 10.84% 3

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

Richmond Brothers's AAPL Position: Q2 2026 in Review

Richmond Brothers increased its Apple (AAPL) stake by 169% in Q2 2026, buying an estimated $5.61M and bringing the position to 31,196 shares worth $9.03M. The position accounts for 4.69% of the portfolio, ranked #2.

Richmond Brothers first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.1M in Q4 2021. 6,132 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Richmond Brothers held 31,196 shares of Apple worth $9.03M as of Q2 2026.
  • Richmond Brothers bought 19,611 Apple shares in Q2 2026, an estimated $5.61M.
  • Apple made up 4.69% of Richmond Brothers's portfolio in Q2 2026, its #2 holding.
  • Richmond Brothers first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Richmond Brothers's Apple position peaked at $15.1M in Q4 2021.
  • 6,132 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Richmond Brothers's 13F filing for Q2 2026, filed 11 Aug 2026.