Shearwater Capital’s Apple AAPL Stock Holding History

Shearwater Capital’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	$713K	Sell	2,465 -311	-11%	-$89K	0.34%	34
2026 Q1	$705K	Buy	2,776 +717	+35%	+$187K	0.37%	32
2025 Q4	$560K	Sell	2,059 -406	-16%	-$109K	0.32%	31
2025 Q3	$628K	Hold	2,465	–	–	0.37%	29
2025 Q2	$506K	Hold	2,465	–	–	0.32%	32
2025 Q1	$548K	Hold	2,465	–	–	0.38%	26
2024 Q4	$617K	Sell	2,465 -35	-1%	-$8.25K	0.42%	25
2024 Q3	$583K	Hold	2,500	–	–	0.4%	25
2024 Q2	$527K	Buy	2,500 +956	+62%	+$178K	0.39%	28
2024 Q1	$265K	Hold	1,544	–	–	0.2%	36
2023 Q4	$297K	Buy	1,544 +20	+1%	+$3.69K	0.24%	35
2023 Q3	$261K	Hold	1,524	–	–	0.24%	35
2023 Q2	$296K	Hold	1,524	–	–	0.26%	34
2023 Q1	$251K	Buy	+1,524	New	+$225K	0.23%	36
2022 Q4	–	Sell	-1,484	Closed	-$205K	–	39
2022 Q3	$205K	Hold	1,484	–	–	0.23%	35
2022 Q2	$203K	Hold	1,484	–	–	0.22%	36
2022 Q1	$259K	Hold	1,484	–	–	0.24%	36
2021 Q4	$264K	Buy	+1,484	New	+$235K	0.23%	34

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Shearwater Capital's AAPL Position: Q2 2026 in Review

Shearwater Capital reduced its Apple (AAPL) stake by 11% in Q2 2026, selling an estimated $89K and leaving 2,465 shares worth $713K. The position accounts for 0.34% of the portfolio, ranked #34.

Shearwater Capital first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Shearwater Capital held 2,465 shares of Apple worth $713K as of Q2 2026.
Shearwater Capital sold 311 Apple shares in Q2 2026, an estimated $89K.
Apple made up 0.34% of Shearwater Capital's portfolio in Q2 2026, its #34 holding.
Shearwater Capital first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Shearwater Capital's 13F filing for Q2 2026, filed 8 Jul 2026.