RW Investment Management’s Apple AAPL Stock Holding History

RW Investment Management’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	$7.43M	Sell	25,662 -88	-0.3%	-$25.2K	0.65%	15
2026 Q1	$6.53M	Buy	+25,750	New	+$6.7M	0.63%	14
2025 Q3	$7.34M	Sell	28,807 -1,916	-6%	-$433K	0.76%	13
2025 Q2	$6.3M	Buy	30,723 +3,569	+13%	+$721K	0.7%	13
2025 Q1	$6.03M	Sell	27,154 -158	-0.6%	-$36.6K	0.74%	13
2024 Q4	$6.84M	Sell	27,312 -19	-0.1%	-$4.48K	0.83%	12
2024 Q3	$6.37M	Hold	27,331	–	–	0.79%	10
2024 Q2	$5.76M	Sell	27,331 -2,020	-7%	-$377K	0.78%	9
2024 Q1	$5.03M	Buy	29,351 +1,856	+7%	+$337K	0.7%	9
2023 Q4	$5.29M	Sell	27,495 -1,319	-5%	-$244K	0.81%	9
2023 Q3	$4.93M	Buy	28,814 +147	+0.5%	+$27K	0.9%	9
2023 Q2	$5.56M	Sell	28,667 -422	-1%	-$73.5K	1.15%	9
2023 Q1	$4.8M	Buy	29,089 +938	+3%	+$138K	1.33%	11
2022 Q4	$3.66M	Buy	+28,151	New	+$4.02M	1.44%	12

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

RW Investment Management's AAPL Position: Q2 2026 in Review

RW Investment Management reduced its Apple (AAPL) stake by 0.34% in Q2 2026, selling an estimated $25.2K and leaving 25,662 shares worth $7.43M. The position accounts for 0.65% of the portfolio, ranked #15.

RW Investment Management first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

RW Investment Management held 25,662 shares of Apple worth $7.43M as of Q2 2026.
RW Investment Management sold 88 Apple shares in Q2 2026, an estimated $25.2K.
Apple made up 0.65% of RW Investment Management's portfolio in Q2 2026, its #15 holding.
RW Investment Management first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on RW Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.