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Spinnaker Investment Group’s Apple AAPL Stock Holding History

Spinnaker Investment Group’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 		$13.6M Buy
46,933
+4,561
+11% +$1.3M 2.18% 13
2026
Q1 		$10.8M Sell
42,372
-2,540
-6% -$661K 2.19% 12
2025
Q4 		$12.2M Buy
44,912
+450
+1% +$121K 2.21% 12
2025
Q3 		$11.3M Buy
44,462
+2,666
+6% +$602K 2.13% 12
2025
Q2 		$8.58M Sell
41,796
-3,490
-8% -$705K 2.01% 12
2025
Q1 		$10.1M Sell
45,286
-1,428
-3% -$331K 2.27% 12
2024
Q4 		$11.7M Sell
46,714
-847
-2% -$200K 2.82% 11
2024
Q3 		$11.1M Buy
47,561
+957
+2% +$214K 2.71% 11
2024
Q2 		$9.82M Buy
46,604
+94
+0.2% +$17.5K 2.71% 10
2024
Q1 		$7.98M Sell
46,510
-6,627
-12% -$1.2M 2.24% 11
2023
Q4 		$10.2M Buy
53,137
+445
+0.8% +$82.2K 3.11% 9
2023
Q3 		$9.02M Sell
52,692
-1,370
-3% -$251K 3.03% 10
2023
Q2 		$10.5M Sell
54,062
-48
-0.1% -$8.36K 3.45% 9
2023
Q1 		$8.92M Buy
54,110
+653
+1% +$96.4K 3.14% 9
2022
Q4 		$6.95M Sell
53,457
-1,526
-3% -$218K 2.47% 11
2022
Q3 		$7.6M Buy
54,983
+1,968
+4% +$309K 2.98% 10
2022
Q2 		$7.25M Sell
53,015
-419
-0.8% -$63.5K 2.95% 10
2022
Q1 		$9.56M Buy
53,434
+300
+0.6% +$50.4K 3.11% 12
2021
Q4 		$8.83M Buy
+53,134
New +$8.4M 3.1% 11

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

Spinnaker Investment Group's AAPL Position: Q2 2026 in Review

Spinnaker Investment Group increased its Apple (AAPL) stake by 11% in Q2 2026, buying an estimated $1.3M and bringing the position to 46,933 shares worth $13.6M. The position accounts for 2.18% of the portfolio, ranked #13.

Spinnaker Investment Group first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Spinnaker Investment Group held 46,933 shares of Apple worth $13.6M as of Q2 2026.
  • Spinnaker Investment Group bought 4,561 Apple shares in Q2 2026, an estimated $1.3M.
  • Apple made up 2.18% of Spinnaker Investment Group's portfolio in Q2 2026, its #13 holding.
  • Spinnaker Investment Group first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.