Shepherd Street Advisors’s Apple AAPL Stock Holding History

Shepherd Street 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	$4.7M	Sell	14,339 -48	-0.3%	-$13.7K	4.12%	5
2026 Q1	$3.65M	Buy	14,387 +81	+0.6%	+$21.1K	3.6%	4
2025 Q4	$3.89M	Buy	+14,306	New	+$3.84M	3.73%	4

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Shepherd Street Advisors's AAPL Position: Q2 2026 in Review

Shepherd Street Advisors reduced its Apple (AAPL) stake by 0.33% in Q2 2026, selling an estimated $13.7K and leaving 14,339 shares worth $4.7M. The position accounts for 4.12% of the portfolio, ranked #5.

Shepherd Street Advisors first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,093 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Shepherd Street Advisors held 14,339 shares of Apple worth $4.7M as of Q2 2026.
Shepherd Street Advisors sold 48 Apple shares in Q2 2026, an estimated $13.7K.
Apple made up 4.12% of Shepherd Street Advisors's portfolio in Q2 2026, its #5 holding.
Shepherd Street Advisors first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
6,093 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Shepherd Street Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.