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Slagle Financial’s Apple AAPL Stock Holding History

Slagle Financial’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 		$17.1M Buy
59,079
+2,481
+4% +$710K 5.12% 2
2026
Q1 		$14.4M Buy
56,598
+1,792
+3% +$466K 4.75% 2
2025
Q4 		$14.9M Sell
54,806
-248
-0.5% -$66.6K 5.2% 2
2025
Q3 		$14M Buy
55,054
+1,250
+2% +$282K 5.14% 2
2025
Q2 		$11M Buy
53,804
+4,903
+10% +$990K 4.45% 3
2025
Q1 		$10.9M Buy
48,901
+429
+0.9% +$99.4K 4.82% 2
2024
Q4 		$12.1M Sell
48,472
-601
-1% -$142K 5.46% 1
2024
Q3 		$11.4M Buy
49,073
+2,859
+6% +$638K 5.07% 1
2024
Q2 		$9.73M Sell
46,214
-5,423
-11% -$1.01M 4.99% 2
2024
Q1 		$8.85M Sell
51,637
-34,697
-40% -$6.31M 4.8% 2
2023
Q4 		$8.32M Buy
86,334
+42,228
+96% +$7.8M 4.77% 1
2023
Q3 		$7.55M Buy
44,106
+3,217
+8% +$590K 4.63% 1
2023
Q2 		$7.93M Buy
+40,889
New +$7.12M 4.94% 1

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Slagle Financial's AAPL Position: Q2 2026 in Review

Slagle Financial increased its Apple (AAPL) stake by 4.4% in Q2 2026, buying an estimated $710K and bringing the position to 59,079 shares worth $17.1M. The position accounts for 5.12% of the portfolio, ranked #2.

Slagle Financial first reported a position in AAPL in Q2 2023 and has held it in 13 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Slagle Financial held 59,079 shares of Apple worth $17.1M as of Q2 2026.
  • Slagle Financial bought 2,481 Apple shares in Q2 2026, an estimated $710K.
  • Apple made up 5.12% of Slagle Financial's portfolio in Q2 2026, its #2 holding.
  • Slagle Financial first reported a position in Apple in Q2 2023 and has held it in 13 quarters since.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Slagle Financial's 13F filing for Q2 2026, filed 29 Jul 2026.