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Sherman Asset Management’s Apple AAPL Stock Holding History

Sherman Asset Management’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 		$3.64M Sell
12,591
-1,255
-9% -$359K 2.83% 8
2026
Q1 		$3.51M Buy
13,846
+33
+0.2% +$8.59K 3.23% 7
2025
Q4 		$3.76M Sell
13,813
-1,126
-8% -$302K 3.18% 6
2025
Q3 		$3.8M Hold
14,939
– – 3.28% 8
2025
Q2 		$3.07M Hold
14,939
– – 2.72% 9
2025
Q1 		$3.32M Buy
14,939
+397
+3% +$92K 3.17% 6
2024
Q4 		$3.64M Buy
+14,542
New +$3.43M 3.33% 6

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

Sherman Asset Management's AAPL Position: Q2 2026 in Review

Sherman Asset Management reduced its Apple (AAPL) stake by 9.1% in Q2 2026, selling an estimated $359K and leaving 12,591 shares worth $3.64M. The position accounts for 2.83% of the portfolio, ranked #8.

Sherman Asset Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.8M in Q3 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Sherman Asset Management held 12,591 shares of Apple worth $3.64M as of Q2 2026.
  • Sherman Asset Management sold 1,255 Apple shares in Q2 2026, an estimated $359K.
  • Apple made up 2.83% of Sherman Asset Management's portfolio in Q2 2026, its #8 holding.
  • Sherman Asset Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Sherman Asset Management's Apple position peaked at $3.8M in Q3 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.