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Squire Investment Management Company’s Apple AAPL Stock Holding History

Squire Investment Management Company’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 		$2.57M Buy
8,882
+657
+8% +$188K 0.62% 25
2026
Q1 		$2.09M Sell
8,225
-61
-0.7% -$15.9K 0.58% 25
2025
Q4 		$2.25M Sell
8,286
-18
-0.2% -$4.83K 0.68% 24
2025
Q3 		$2.11M Buy
8,304
+1,150
+16% +$260K 0.69% 24
2025
Q2 		$1.47M Buy
7,154
+325
+5% +$65.6K 0.54% 26
2025
Q1 		$1.52M Buy
6,829
+458
+7% +$106K 0.63% 24
2024
Q4 		$1.6M Buy
6,371
+442
+7% +$104K 0.7% 22
2024
Q3 		$1.38M Sell
5,929
-39
-0.7% -$8.71K 0.66% 24
2024
Q2 		$1.26M Buy
+5,968
New +$1.11M 0.71% 22
2024
Q1 		– Sell
-1,261
Closed -$243K – 54
2023
Q4 		$243K Buy
+1,261
New +$233K 0.2% 46

Other funds holding AAPL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Squire Investment Management Company's AAPL Position: Q2 2026 in Review

Squire Investment Management Company increased its Apple (AAPL) stake by 8% in Q2 2026, buying an estimated $188K and bringing the position to 8,882 shares worth $2.57M. The position accounts for 0.62% of the portfolio, ranked #25.

Squire Investment Management Company first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. 3,464 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Squire Investment Management Company held 8,882 shares of Apple worth $2.57M as of Q2 2026.
  • Squire Investment Management Company bought 657 Apple shares in Q2 2026, an estimated $188K.
  • Apple made up 0.62% of Squire Investment Management Company's portfolio in Q2 2026, its #25 holding.
  • Squire Investment Management Company first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • 3,464 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.