SAM
AAPL icon

Smartleaf Asset Management’s Apple AAPL Stock Holding History

Smartleaf 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 		$89.7M Hold
318,269
– – 2.91% 4
2026
Q1 		$78.5M Buy
318,269
+30,611
+11% +$7.97M 2.84% 4
2025
Q4 		$78.6M Buy
287,658
+94,970
+49% +$25.5M 2.98% 4
2025
Q3 		$49M Buy
192,688
+48,138
+33% +$10.9M 3.03% 3
2025
Q2 		$29.1M Sell
144,550
-21,922
-13% -$4.43M 2.56% 3
2025
Q1 		$36.3M Buy
166,472
+5,467
+3% +$1.27M 3.5% 1
2024
Q4 		$40.6M Buy
161,005
+27,852
+21% +$6.56M 4.14% 1
2024
Q3 		$30.3M Buy
133,153
+34,961
+36% +$7.81M 3.68% 1
2024
Q2 		$21M Buy
98,192
+19,221
+24% +$3.58M 3.45% 2
2024
Q1 		$13.7M Buy
78,971
+22,289
+39% +$4.05M 2.65% 3
2023
Q4 		$10.5M Buy
+56,682
New +$10.5M 2.8% 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

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

Smartleaf Asset Management held its Apple (AAPL) position steady in Q2 2026 at 318,269 shares worth $89.7M. The position accounts for 2.91% of the portfolio, ranked #4.

Smartleaf Asset Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,137 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Smartleaf Asset Management held 318,269 shares of Apple worth $89.7M as of Q2 2026.
  • Smartleaf Asset Management left its Apple share count unchanged in Q2 2026.
  • Apple made up 2.91% of Smartleaf Asset Management's portfolio in Q2 2026, its #4 holding.
  • Smartleaf Asset Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,137 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.