RiverFront Investment Group’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$256M Sell
884,010
-36,499
-4% -$10.4M 3.38% 5
2026
Q1
$234M Buy
920,509
+83,108
+10% +$21.6M 3.61% 4
2025
Q4
$228M Buy
837,401
+40,633
+5% +$10.9M 3.75% 3
2025
Q3
$204M Buy
796,768
+124,395
+19% +$28.1M 3.58% 3
2025
Q2
$138M Buy
672,373
+168,294
+33% +$34M 2.69% 12
2025
Q1
$112M Buy
504,079
+55,035
+12% +$12.8M 2.49% 14
2024
Q4
$112M Buy
449,044
+52,428
+13% +$12.4M 2.56% 15
2024
Q3
$92.4M Buy
396,616
+120,914
+44% +$27M 2.17% 15
2024
Q2
$58.1M Buy
275,702
+32,203
+13% +$6.01M 1.55% 22
2024
Q1
$41.8M Buy
243,499
+16,715
+7% +$3.04M 1.18% 24
2023
Q4
$43.7M Buy
226,784
+8,314
+4% +$1.54M 1.37% 23
2023
Q3
$37.4M Buy
218,470
+5,424
+3% +$995K 1.33% 21
2023
Q2
$41.3M Buy
213,046
+6,004
+3% +$1.05M 1.35% 22
2023
Q1
$34.1M Buy
207,042
+17,255
+9% +$2.55M 1.21% 23
2022
Q4
$3.82M Buy
189,787
+18,301
+11% +$2.62M 0.87% 32
2022
Q3
$25.7M Buy
171,486
+28,370
+20% +$4.45M 0.96% 28
2022
Q2
$19.6M Buy
143,116
+10,998
+8% +$1.67M 0.73% 36
2022
Q1
$23.1M Buy
132,118
+46,803
+55% +$7.87M 0.74% 31
2021
Q4
$15.1M Buy
85,315
+2,170
+3% +$343K 0.47% 41
2021
Q3
$11.8M Sell
83,145
-35,135
-30% -$5.17M 0.39% 40
2021
Q2
$16.2M Buy
118,280
+1,378
+1% +$179K 0.33% 45
2021
Q1
$14.3M Buy
116,902
+2,467
+2% +$317K 0.3% 47
2020
Q4
$15.2M Buy
+114,435
New +$13.8M 0.33% 46

Other funds holding AAPL

RiverFront Investment Group's AAPL Position: Q2 2026 in Review

RiverFront Investment Group reduced its Apple (AAPL) stake by 4% in Q2 2026, selling an estimated $10.4M and leaving 884,010 shares worth $256M. The position accounts for 3.38% of the portfolio, ranked #5.

RiverFront Investment Group first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 3,103 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • RiverFront Investment Group held 884,010 shares of Apple worth $256M as of Q2 2026.
  • RiverFront Investment Group sold 36,499 Apple shares in Q2 2026, an estimated $10.4M.
  • Apple made up 3.38% of RiverFront Investment Group's portfolio in Q2 2026, its #5 holding.
  • RiverFront Investment Group first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 3,103 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.