SPG Advisors’s Apple AAPL Stock Holding History

SPG 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	$689K	Sell	2,382 -79	-3%	-$22.6K	12.42%	3
2026 Q1	$624K	Sell	2,461 -8	-0.3%	-$2.08K	9.51%	3
2025 Q4	$671K	Sell	2,469 -14	-0.6%	-$3.76K	6.9%	6
2025 Q3	$632K	Sell	2,483 -2	-0.1%	-$452	7.28%	4
2025 Q2	$510K	Buy	+2,485	New	+$502K	6.11%	5

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

SPG Advisors's AAPL Position: Q2 2026 in Review

SPG Advisors reduced its Apple (AAPL) stake by 3.2% in Q2 2026, selling an estimated $22.6K and leaving 2,382 shares worth $689K. The position accounts for 12.42% of the portfolio, ranked #3.

SPG Advisors first reported a position in AAPL in Q2 2025 and has held it in 5 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

SPG Advisors held 2,382 shares of Apple worth $689K as of Q2 2026.
SPG Advisors sold 79 Apple shares in Q2 2026, an estimated $22.6K.
Apple made up 12.42% of SPG Advisors's portfolio in Q2 2026, its #3 holding.
SPG Advisors first reported a position in Apple in Q2 2025 and has held it in 5 quarters since.
6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on SPG Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.