SAM
AAPL icon

Satovsky Asset Management’s Apple AAPL Stock Holding History

Satovsky Asset 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 		$16.1M Buy
55,517
+2,056
+4% +$588K 2.56% 11
2026
Q1 		$13.6M Sell
53,461
-284
-0.5% -$73.9K 2.4% 11
2025
Q4 		$14.6M Sell
53,745
-10
-0% -$2.69K 2.83% 9
2025
Q3 		$13.7M Buy
53,755
+117
+0.2% +$26.4K 2.73% 9
2025
Q2 		$11M Sell
53,638
-166
-0.3% -$33.5K 2.34% 9
2025
Q1 		$12M Sell
53,804
-2,923
-5% -$677K 2.69% 9
2024
Q4 		$14.3M Sell
56,727
-423
-0.7% -$99.7K 3.27% 8
2024
Q3 		$13.3M Buy
57,150
+1,443
+3% +$322K 3% 8
2024
Q2 		$11.7M Buy
55,707
+72
+0.1% +$13.4K 2.82% 8
2024
Q1 		$9.54M Sell
55,635
-3,154
-5% -$573K 2.79% 9
2023
Q4 		$11.3M Sell
58,789
-552
-0.9% -$102K 3.52% 8
2023
Q3 		$10.2M Buy
59,341
+1,395
+2% +$256K 3.44% 7
2023
Q2 		$11.2M Buy
57,946
+136
+0.2% +$23.7K 3.8% 7
2023
Q1 		$9.53M Buy
57,810
+1,096
+2% +$162K 3.55% 6
2022
Q4 		$7.37M Sell
56,714
-878
-2% -$125K 3.06% 7
2022
Q3 		$7.96M Buy
57,592
+1,868
+3% +$293K 4.58% 5
2022
Q2 		$7.62M Buy
55,724
+59
+0.1% +$8.94K 4.45% 4
2022
Q1 		$9.72M Sell
55,665
-738
-1% -$124K 6.49% 3
2021
Q4 		$10M Sell
56,403
-20
-0% -$3.16K 6.72% 3
2021
Q3 		$7.98M Buy
56,423
+34
+0.1% +$5.01K 5.96% 3
2021
Q2 		$7.72M Buy
56,389
+3,794
+7% +$492K 5.89% 3
2021
Q1 		$6.42M Buy
52,595
+6
+0% +$770 5.69% 3
2020
Q4 		$6.98M Buy
+52,589
New +$6.33M 6.56% 3

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

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

Satovsky Asset Management increased its Apple (AAPL) stake by 3.8% in Q2 2026, buying an estimated $588K and bringing the position to 55,517 shares worth $16.1M. The position accounts for 2.56% of the portfolio, ranked #11.

Satovsky Asset Management first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Satovsky Asset Management held 55,517 shares of Apple worth $16.1M as of Q2 2026.
  • Satovsky Asset Management bought 2,056 Apple shares in Q2 2026, an estimated $588K.
  • Apple made up 2.56% of Satovsky Asset Management's portfolio in Q2 2026, its #11 holding.
  • Satovsky Asset Management first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Satovsky Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.