SIM
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Sims Investment Management’s Apple AAPL Stock Holding History

Sims Investment 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 		$463K Buy
1,624
+336
+26% +$96.1K 0.14% 30
2026
Q1 		$332K Sell
1,288
-1,655
-56% -$431K 0.12% 30
2025
Q4 		$800K Sell
2,943
-84
-3% -$22.6K 0.28% 23
2025
Q3 		$771K Sell
3,027
-270
-8% -$61K 0.28% 24
2025
Q2 		$677K Buy
3,297
+4
+0.1% +$808 0.27% 25
2025
Q1 		$732K Buy
3,293
+2,138
+185% +$495K 0.33% 25
2024
Q4 		$289K Buy
+1,155
New +$272K 0.16% 31

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

Sims Investment Management's AAPL Position: Q2 2026 in Review

Sims Investment Management increased its Apple (AAPL) stake by 26% in Q2 2026, buying an estimated $96.1K and bringing the position to 1,624 shares worth $463K. The position accounts for 0.14% of the portfolio, ranked #30.

Sims Investment Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $800K in Q4 2025. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Sims Investment Management held 1,624 shares of Apple worth $463K as of Q2 2026.
  • Sims Investment Management bought 336 Apple shares in Q2 2026, an estimated $96.1K.
  • Apple made up 0.14% of Sims Investment Management's portfolio in Q2 2026, its #30 holding.
  • Sims Investment Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Sims Investment Management's Apple position peaked at $800K in Q4 2025.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sims Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.