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Ruggaard & Associates’s Apple AAPL Stock Holding History

Ruggaard & Associates’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 		$7.45M Sell
25,759
-1,237
-5% -$354K 2.67% 17
2026
Q1 		$6.85M Sell
26,996
-30
-0.1% -$7.81K 2.71% 17
2025
Q4 		$7.35M Sell
27,026
-5,225
-16% -$1.4M 2.89% 15
2025
Q3 		$8.21M Buy
32,251
+2,200
+7% +$497K 3.07% 13
2025
Q2 		$6.17M Buy
30,051
+7
+0% +$1.41K 2.48% 17
2025
Q1 		$6.67M Sell
30,044
-965
-3% -$224K 2.92% 14
2024
Q4 		$7.77M Sell
31,009
-1,961
-6% -$462K 3.41% 12
2024
Q3 		$7.68M Sell
32,970
-6,107
-16% -$1.36M 3.34% 12
2024
Q2 		$8.23M Buy
39,077
+3,768
+11% +$703K 3.81% 11
2024
Q1 		$6.05M Sell
35,309
-2,322
-6% -$422K 2.88% 14
2023
Q4 		$7.25M Sell
37,631
-227
-0.6% -$41.9K 3.83% 11
2023
Q3 		$6.48M Sell
37,858
-94
-0.2% -$17.2K 3.86% 11
2023
Q2 		$7.36M Sell
37,952
-9,493
-20% -$1.65M 4.31% 10
2023
Q1 		$7.82M Buy
+47,445
New +$7M 4.83% 9

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

Ruggaard & Associates's AAPL Position: Q2 2026 in Review

Ruggaard & Associates reduced its Apple (AAPL) stake by 4.6% in Q2 2026, selling an estimated $354K and leaving 25,759 shares worth $7.45M. The position accounts for 2.67% of the portfolio, ranked #17.

Ruggaard & Associates first reported a position in AAPL in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.23M in Q2 2024. 6,093 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Ruggaard & Associates held 25,759 shares of Apple worth $7.45M as of Q2 2026.
  • Ruggaard & Associates sold 1,237 Apple shares in Q2 2026, an estimated $354K.
  • Apple made up 2.67% of Ruggaard & Associates's portfolio in Q2 2026, its #17 holding.
  • Ruggaard & Associates first reported a position in Apple in Q1 2023 and has held it in 14 quarters since.
  • Ruggaard & Associates's Apple position peaked at $8.23M in Q2 2024.
  • 6,093 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.