Richmond Investment Services’s Apple AAPL Stock Holding History

Richmond Investment Services’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	$3.17M	Sell	10,968 -12,521	-53%	-$3.58M	1%	22
2026 Q1	$5.96M	Buy	23,489 +1,333	+6%	+$347K	0.96%	23
2025 Q4	$6.02M	Buy	22,156 +885	+4%	+$238K	1.04%	21
2025 Q3	$5.42M	Buy	21,271 +195	+0.9%	+$44.1K	1.01%	20
2025 Q2	$4.32M	Buy	21,076 +11,380	+117%	+$2.3M	0.91%	22
2025 Q1	$2.15M	Buy	9,696 +147	+2%	+$34.1K	1.17%	18
2024 Q4	$2.39M	Buy	+9,549	New	+$2.25M	1.34%	17

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Richmond Investment Services's AAPL Position: Q2 2026 in Review

Richmond Investment Services reduced its Apple (AAPL) stake by 53% in Q2 2026, selling an estimated $3.58M and leaving 10,968 shares worth $3.17M. The position accounts for 1% of the portfolio, ranked #22.

Richmond Investment Services first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.02M in Q4 2025. 2,366 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Richmond Investment Services held 10,968 shares of Apple worth $3.17M as of Q2 2026.
Richmond Investment Services sold 12,521 Apple shares in Q2 2026, an estimated $3.58M.
Apple made up 1% of Richmond Investment Services's portfolio in Q2 2026, its #22 holding.
Richmond Investment Services first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
Richmond Investment Services's Apple position peaked at $6.02M in Q4 2025.
2,366 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.