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Sage Mountain Advisors’s Apple AAPL Stock Holding History

Sage Mountain 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 		$10.9M Buy
37,830
+4,968
+15% +$1.42M 0.67% 22
2026
Q1 		$8.34M Sell
32,862
-117,132
-78% -$30.5M 0.58% 25
2025
Q4 		$40.8M Sell
149,994
-3,049
-2% -$819K 2.16% 8
2025
Q3 		$39M Buy
153,043
+15,843
+12% +$3.58M 2.23% 8
2025
Q2 		$28.1M Buy
137,200
+10,720
+8% +$2.16M 1.83% 10
2025
Q1 		$28.1M Sell
126,480
-833
-0.7% -$193K 2.07% 9
2024
Q4 		$31.9M Buy
127,313
+15,224
+14% +$3.59M 2.33% 8
2024
Q3 		$26.1M Buy
112,089
+4,135
+4% +$923K 2.23% 9
2024
Q2 		$22.7M Buy
107,954
+13,891
+15% +$2.59M 2.1% 9
2024
Q1 		$16.1M Sell
94,063
-6,175
-6% -$1.12M 1.68% 12
2023
Q4 		$19.3M Sell
100,238
-6,119
-6% -$1.13M 2.24% 10
2023
Q3 		$18.2M Sell
106,357
-1,815
-2% -$333K 2.5% 9
2023
Q2 		$21M Buy
108,172
+3,863
+4% +$673K 2.99% 9
2023
Q1 		$17.2M Buy
104,309
+68,901
+195% +$10.2M 2.77% 9
2022
Q4 		$4.6M Buy
35,408
+1,104
+3% +$158K 1.05% 17
2022
Q3 		$4.74M Buy
34,304
+1,599
+5% +$251K 1.26% 13
2022
Q2 		$4.47M Sell
32,705
-1,810
-5% -$274K 0.79% 14
2022
Q1 		$6.03M Sell
34,515
-41,963
-55% -$7.06M 0.94% 11
2021
Q4 		$13.6M Buy
76,478
+12,006
+19% +$1.9M 1.63% 8
2021
Q3 		$9.12M Buy
64,472
+54
+0.1% +$7.95K 1.31% 9
2021
Q2 		$8.82M Buy
64,418
+6,522
+11% +$845K 1.46% 9
2021
Q1 		$7.07M Buy
57,896
+5,899
+11% +$757K 1.5% 9
2020
Q4 		$6.9M Buy
+51,997
New +$6.25M 2.26% 8

Other funds holding AAPL

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Sage Mountain Advisors's AAPL Position: Q2 2026 in Review

Sage Mountain Advisors increased its Apple (AAPL) stake by 15% in Q2 2026, buying an estimated $1.42M and bringing the position to 37,830 shares worth $10.9M. The position accounts for 0.67% of the portfolio, ranked #22.

Sage Mountain Advisors first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $40.8M in Q4 2025. 3,812 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Sage Mountain Advisors held 37,830 shares of Apple worth $10.9M as of Q2 2026.
  • Sage Mountain Advisors bought 4,968 Apple shares in Q2 2026, an estimated $1.42M.
  • Apple made up 0.67% of Sage Mountain Advisors's portfolio in Q2 2026, its #22 holding.
  • Sage Mountain Advisors first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • Sage Mountain Advisors's Apple position peaked at $40.8M in Q4 2025.
  • 3,812 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.