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Sage Investment Advisers’s Apple AAPL Stock Holding History

Sage Investment Advisers’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 		$2.62M Sell
9,040
-27
-0.3% -$7.72K 1.76% 18
2026
Q1 		$2.32M Hold
9,067
– – 1.72% 19
2025
Q4 		$2.46M Buy
+9,067
New +$2.43M 1.85% 18
2024
Q3 		$2.37M Buy
10,173
+695
+7% +$155K 2.48% 14
2024
Q2 		$2M Sell
9,478
-921
-9% -$172K 2.26% 15
2024
Q1 		$1.78M Sell
10,399
-203
-2% -$36.9K 2.04% 16
2023
Q4 		$2.04M Buy
10,602
+108
+1% +$19.9K 2.48% 12
2023
Q3 		$1.8M Sell
10,494
-31
-0.3% -$5.68K 2.46% 14
2023
Q2 		$2.04M Sell
10,525
-906
-8% -$158K 2.73% 13
2023
Q1 		$1.89M Buy
11,431
+15
+0.1% +$2.21K 2.52% 12
2022
Q4 		$1.48M Buy
11,416
+16
+0.1% +$2.29K 2.11% 19
2022
Q3 		$1.58M Buy
11,400
+13
+0.1% +$2.04K 2.49% 13
2022
Q2 		$1.56M Sell
11,387
-58
-0.5% -$8.78K 2.44% 14
2022
Q1 		$2M Buy
11,445
+313
+3% +$52.6K 2.65% 10
2021
Q4 		$1.98M Buy
+11,132
New +$1.76M 2.54% 12

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

Sage Investment Advisers's AAPL Position: Q2 2026 in Review

Sage Investment Advisers reduced its Apple (AAPL) stake by 0.3% in Q2 2026, selling an estimated $7.72K and leaving 9,040 shares worth $2.62M. The position accounts for 1.76% of the portfolio, ranked #18.

Sage Investment Advisers first reported a position in AAPL in Q4 2021 and has held it in 15 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Sage Investment Advisers held 9,040 shares of Apple worth $2.62M as of Q2 2026.
  • Sage Investment Advisers sold 27 Apple shares in Q2 2026, an estimated $7.72K.
  • Apple made up 1.76% of Sage Investment Advisers's portfolio in Q2 2026, its #18 holding.
  • Sage Investment Advisers first reported a position in Apple in Q4 2021 and has held it in 15 quarters since.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.