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Schubert & Co’s Apple AAPL Stock Holding History

Schubert & Co’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 		$10.6M Buy
36,543
+348
+1% +$99.5K 7.28% 3
2026
Q1 		$9.19M Sell
36,195
-305
-0.8% -$79.4K 7.48% 3
2025
Q4 		$9.92M Sell
36,500
-11,038
-23% -$2.96M 7.92% 3
2025
Q3 		$12.1M Sell
47,538
-27,164
-36% -$6.14M 8.9% 3
2025
Q2 		$15.3M Sell
74,702
-588
-0.8% -$119K 10.84% 3
2025
Q1 		$16.7M Buy
75,290
+1,549
+2% +$359K 11.46% 2
2024
Q4 		$18.5M Sell
73,741
-4,711
-6% -$1.11M 12.44% 2
2024
Q3 		$18.3M Sell
78,452
-19,617
-20% -$4.38M 13% 2
2024
Q2 		$16.8M Hold
98,069
– – 14.32% 2
2024
Q1 		$16.8M Sell
98,069
-220
-0.2% -$40K 14.32% 2
2023
Q4 		$18.9M Sell
98,289
-565
-0.6% -$104K 17.13% 2
2023
Q3 		$16.9M Sell
98,854
-1,769
-2% -$324K 17.25% 2
2023
Q2 		$19.5M Sell
100,623
-19,191
-16% -$3.34M 18.28% 2
2023
Q1 		$19.8M Sell
119,814
-21,334
-15% -$3.15M 17.62% 2
2022
Q4 		$18.3M Sell
141,148
-11,131
-7% -$1.59M 16.73% 2
2022
Q3 		$21M Buy
152,279
+499
+0.3% +$78.3K 20.1% 2
2022
Q2 		$20.8M Buy
151,780
+143,730
+1,785% +$21.8M 19.37% 2
2022
Q1 		$1.41M Buy
8,050
+48
+0.6% +$8.07K 1.54% 4
2021
Q4 		$1.42M Buy
+8,002
New +$1.26M 1.44% 5

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

Schubert & Co's AAPL Position: Q2 2026 in Review

Schubert & Co increased its Apple (AAPL) stake by 0.96% in Q2 2026, buying an estimated $99.5K and bringing the position to 36,543 shares worth $10.6M. The position accounts for 7.28% of the portfolio, ranked #3.

Schubert & Co first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $21M in Q3 2022. 3,878 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Schubert & Co held 36,543 shares of Apple worth $10.6M as of Q2 2026.
  • Schubert & Co bought 348 Apple shares in Q2 2026, an estimated $99.5K.
  • Apple made up 7.28% of Schubert & Co's portfolio in Q2 2026, its #3 holding.
  • Schubert & Co first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Schubert & Co's Apple position peaked at $21M in Q3 2022.
  • 3,878 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Schubert & Co's 13F filing for Q2 2026, filed 30 Jul 2026.