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Roehl & Yi Investment Advisors’s Apple AAPL Stock Holding History

Roehl & Yi Investment Advisors’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 		$15.8M Sell
294,999
-566
-0.2% -$162K 5.19% 2
2026
Q1 		$14M Buy
295,565
+52,086
+21% +$13.6M 5.26% 3
2025
Q4 		$14.1M Sell
243,479
-445
-0.2% -$119K 5.59% 3
2025
Q3 		$13.3M Buy
243,924
+43,851
+22% +$9.91M 5.79% 2
2025
Q2 		$11.3M Buy
200,073
+144,633
+261% +$29.2M 5.77% 3
2025
Q1 		$12.3M Buy
55,440
+200
+0.4% +$46.3K 6.68% 2
2024
Q4 		$13.8M Buy
+55,240
New +$13M 7.62% 2

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

Roehl & Yi Investment Advisors's AAPL Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Apple (AAPL) stake by 0.19% in Q2 2026, selling an estimated $162K and leaving 294,999 shares worth $15.8M. The position accounts for 5.19% of the portfolio, ranked #2.

Roehl & Yi Investment Advisors first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,103 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Roehl & Yi Investment Advisors held 294,999 shares of Apple worth $15.8M as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 566 Apple shares in Q2 2026, an estimated $162K.
  • Apple made up 5.19% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #2 holding.
  • Roehl & Yi Investment Advisors first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,103 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.