Sagewood Asset Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$15.6M Buy
53,792
+6,213
+13% +$1.78M 3.52% 3
2026
Q1
$12.1M Buy
47,579
+4,648
+11% +$1.21M 3.78% 3
2025
Q4
$11.7M Buy
+42,931
New +$11.5M 4.14% 4

Other funds holding AAPL

Sagewood Asset Management's AAPL Position: Q2 2026 in Review

Sagewood Asset Management increased its Apple (AAPL) stake by 13% in Q2 2026, buying an estimated $1.78M and bringing the position to 53,792 shares worth $15.6M. The position accounts for 3.52% of the portfolio, ranked #3.

Sagewood Asset Management first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Sagewood Asset Management held 53,792 shares of Apple worth $15.6M as of Q2 2026.
  • Sagewood Asset Management bought 6,213 Apple shares in Q2 2026, an estimated $1.78M.
  • Apple made up 3.52% of Sagewood Asset Management's portfolio in Q2 2026, its #3 holding.
  • Sagewood Asset Management first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.