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Spectrum Investment Advisors’s Apple AAPL Stock Holding History

Spectrum Investment Advisors’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 		$3.61M Buy
12,472
+2,835
+29% +$811K 1.48% 15
2026
Q1 		$2.45M Buy
9,637
+928
+11% +$242K 1.22% 14
2025
Q4 		$2.37M Buy
8,709
+4,825
+124% +$1.3M 1.19% 14
2025
Q3 		$989K Buy
3,884
+469
+14% +$106K 0.54% 16
2025
Q2 		$701K Sell
3,415
-1,048
-23% -$212K 0.41% 18
2025
Q1 		$991K Buy
4,463
+44
+1% +$10.2K 0.64% 15
2024
Q4 		$1.11M Buy
4,419
+3
+0.1% +$707 0.74% 13
2024
Q3 		$1.03M Sell
4,416
-44
-1% -$9.83K 0.71% 12
2024
Q2 		$939K Sell
4,460
-5,118
-53% -$954K 0.69% 12
2024
Q1 		$1.64M Buy
9,578
+104
+1% +$18.9K 1.21% 13
2023
Q4 		$1.82M Buy
+9,474
New +$1.75M 1.45% 14

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

Spectrum Investment Advisors's AAPL Position: Q2 2026 in Review

Spectrum Investment Advisors increased its Apple (AAPL) stake by 29% in Q2 2026, buying an estimated $811K and bringing the position to 12,472 shares worth $3.61M. The position accounts for 1.48% of the portfolio, ranked #15.

Spectrum Investment Advisors first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Spectrum Investment Advisors held 12,472 shares of Apple worth $3.61M as of Q2 2026.
  • Spectrum Investment Advisors bought 2,835 Apple shares in Q2 2026, an estimated $811K.
  • Apple made up 1.48% of Spectrum Investment Advisors's portfolio in Q2 2026, its #15 holding.
  • Spectrum Investment Advisors first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,090 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Spectrum Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.