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Sittner & Nelson’s Apple AAPL Stock Holding History

Sittner & Nelson’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 		$44.6M Sell
154,183
-188
-0.1% -$53.8K 14.04% 1
2026
Q1 		$39.2M Sell
154,371
-13,522
-8% -$3.52M 14.32% 1
2025
Q4 		$46.7M Sell
167,893
-555
-0.3% -$149K 16.53% 1
2025
Q3 		$42.9M Sell
168,448
-622
-0.4% -$141K 15.59% 1
2025
Q2 		$34.7M Sell
169,070
-515
-0.3% -$104K 13.95% 1
2025
Q1 		$37.7M Buy
169,585
+688
+0.4% +$159K 16.07% 1
2024
Q4 		$42.3M Sell
168,897
-528
-0.3% -$124K 18.33% 1
2024
Q3 		$39.5M Sell
169,425
-393
-0.2% -$87.8K 17.65% 1
2024
Q2 		$35.8M Sell
169,818
-266
-0.2% -$49.6K 17.61% 1
2024
Q1 		$29.2M Sell
170,084
-1,209
-0.7% -$220K 14.69% 1
2023
Q4 		$33M Sell
171,293
-949
-0.6% -$175K 17.63% 1
2023
Q3 		$29.5M Buy
172,242
+133
+0.1% +$24.4K 16.99% 1
2023
Q2 		$33.4M Sell
172,109
-205
-0.1% -$35.7K 18.34% 1
2023
Q1 		$28.4M Buy
172,314
+1,404
+0.8% +$207K 16.31% 1
2022
Q4 		$22.2M Buy
170,910
+360
+0.2% +$51.4K 13.58% 1
2022
Q3 		$23.6M Buy
170,550
+2,542
+2% +$399K 15.82% 1
2022
Q2 		$23M Buy
168,008
+6,818
+4% +$1.03M 14.99% 1
2022
Q1 		$28.1M Buy
161,190
+497
+0.3% +$83.6K 16.29% 1
2021
Q4 		$28.5M Buy
160,693
+5,785
+4% +$914K 16.61% 1
2021
Q3 		$21.9M Buy
154,908
+21,591
+16% +$3.18M 14.15% 1
2021
Q2 		$18.3M Buy
133,317
+435
+0.3% +$56.4K 12.87% 1
2021
Q1 		$16.2M Buy
132,882
+98,690
+289% +$12.7M 12.11% 2
2020
Q4 		$4.54M Buy
+34,192
New +$4.11M 4.07% 2

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

Sittner & Nelson's AAPL Position: Q2 2026 in Review

Sittner & Nelson reduced its Apple (AAPL) stake by 0.12% in Q2 2026, selling an estimated $53.8K and leaving 154,183 shares worth $44.6M. The position accounts for 14.04% of the portfolio, ranked #1.

Sittner & Nelson first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $46.7M in Q4 2025. 6,088 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Sittner & Nelson held 154,183 shares of Apple worth $44.6M as of Q2 2026.
  • Sittner & Nelson sold 188 Apple shares in Q2 2026, an estimated $53.8K.
  • Apple made up 14.04% of Sittner & Nelson's portfolio in Q2 2026, its #1 holding.
  • Sittner & Nelson first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • Sittner & Nelson's Apple position peaked at $46.7M in Q4 2025.
  • 6,088 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.