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Shaker Investments’s Apple AAPL Stock Holding History

Shaker Investments’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 		$8.84M Sell
30,553
-274
-0.9% -$78.4K 3.18% 7
2026
Q1 		$7.82M Sell
30,827
-1,491
-5% -$388K 3.56% 6
2025
Q4 		$8.79M Buy
32,318
+12,948
+67% +$3.48M 3.66% 7
2025
Q3 		$4.93M Buy
19,370
+1,697
+10% +$383K 1.97% 12
2025
Q2 		$3.63M Sell
17,673
-9,708
-35% -$1.96M 1.48% 22
2025
Q1 		$6.08M Sell
27,381
-5,301
-16% -$1.23M 2.93% 6
2024
Q4 		$8.18M Buy
32,682
+8,417
+35% +$1.98M 3.43% 6
2024
Q3 		$5.65M Buy
24,265
+10,784
+80% +$2.41M 2.36% 8
2024
Q2 		$2.84M Sell
13,481
-42
-0.3% -$7.83K 1.23% 29
2024
Q1 		$2.32M Buy
13,523
+11,119
+463% +$2.02M 0.98% 40
2023
Q4 		$463K Hold
2,404
– – 0.22% 74
2023
Q3 		$412K Sell
2,404
-150
-6% -$27.5K 0.23% 71
2023
Q2 		$495K Sell
2,554
-350
-12% -$61K 0.25% 78
2023
Q1 		$479K Hold
2,904
– – 0.27% 75
2022
Q4 		$377K Hold
2,904
– – 0.23% 71
2022
Q3 		$401K Hold
2,904
– – 0.27% 70
2022
Q2 		$397K Hold
2,904
– – 0.25% 80
2022
Q1 		$507K Hold
2,904
– – 0.26% 80
2021
Q4 		$516K Sell
2,904
-100
-3% -$15.8K 0.22% 77
2021
Q3 		$425K Sell
3,004
-100
-3% -$14.7K 0.19% 80
2021
Q2 		$425K Hold
3,104
– – 0.2% 77
2021
Q1 		$379K Buy
3,104
+4
+0.1% +$513 0.18% 79
2020
Q4 		$411K Sell
3,100
-100
-3% -$12K 0.21% 72
2020
Q3 		$371K Sell
3,200
-400
-11% -$43.6K 0.19% 75
2020
Q2 		$328K Hold
3,600
– – 0.19% 71
2020
Q1 		$229K Hold
3,600
– – 0.2% 71
2019
Q4 		$264K Buy
+3,600
New +$232K 0.16% 86
2016
Q1 		– Sell
-13,600
Closed -$358K – 64
2015
Q4 		$358K Hold
13,600
– – 0.3% 65
2015
Q3 		$375K Sell
13,600
-6,400
-32% -$188K 0.29% 63
2015
Q2 		$627K Buy
+20,000
New +$640K 0.44% 51

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Shaker Investments's AAPL Position: Q2 2026 in Review

Shaker Investments reduced its Apple (AAPL) stake by 0.89% in Q2 2026, selling an estimated $78.4K and leaving 30,553 shares worth $8.84M. The position accounts for 3.18% of the portfolio, ranked #7.

Shaker Investments first reported a position in AAPL in Q2 2015 and has held it in 30 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Shaker Investments held 30,553 shares of Apple worth $8.84M as of Q2 2026.
  • Shaker Investments sold 274 Apple shares in Q2 2026, an estimated $78.4K.
  • Apple made up 3.18% of Shaker Investments's portfolio in Q2 2026, its #7 holding.
  • Shaker Investments first reported a position in Apple in Q2 2015 and has held it in 30 quarters since.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Shaker Investments's 13F filing for Q2 2026, filed 15 Jul 2026.