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SGL Investment Advisors’s Apple AAPL Stock Holding History

SGL Investment 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 		$11.7M Sell
38,055
-569
-1% -$163K 4.05% 2
2026
Q1 		$11.3M Sell
38,624
-6,653
-15% -$1.73M 4.24% 1
2025
Q4 		$12.5M Buy
45,277
+860
+2% +$231K 5% 1
2025
Q3 		$12M Buy
44,417
+1,707
+4% +$386K 4.98% 1
2025
Q2 		$8.97M Buy
42,710
+726
+2% +$147K 4.27% 2
2025
Q1 		$8.29M Buy
41,984
+1,159
+3% +$269K 4.28% 2
2024
Q4 		$9.67M Buy
40,825
+209
+0.5% +$49.3K 4.88% 1
2024
Q3 		$9.27M Buy
+40,616
New +$9.07M 4.76% 1

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

SGL Investment Advisors's AAPL Position: Q2 2026 in Review

SGL Investment Advisors reduced its Apple (AAPL) stake by 1.5% in Q2 2026, selling an estimated $163K and leaving 38,055 shares worth $11.7M. The position accounts for 4.05% of the portfolio, ranked #2.

SGL Investment Advisors first reported a position in AAPL in Q3 2024 and has held it in 8 quarters since. The position peaked at $12.5M in Q4 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • SGL Investment Advisors held 38,055 shares of Apple worth $11.7M as of Q2 2026.
  • SGL Investment Advisors sold 569 Apple shares in Q2 2026, an estimated $163K.
  • Apple made up 4.05% of SGL Investment Advisors's portfolio in Q2 2026, its #2 holding.
  • SGL Investment Advisors first reported a position in Apple in Q3 2024 and has held it in 8 quarters since.
  • SGL Investment Advisors's Apple position peaked at $12.5M in Q4 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.