Steele Capital Management’s Apple AAPL Stock Holding History

Steele Capital 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	$38.2M	Sell	132,054 -4,077	-3%	-$1.17M	1.41%	19
2026 Q1	$34.5M	Buy	136,131 +5,930	+5%	+$1.54M	1.43%	19
2025 Q4	$35.4M	Sell	130,201 -1,415	-1%	-$380K	1.52%	19
2025 Q3	$33.5M	Sell	131,616 -859	-0.6%	-$194K	1.49%	19
2025 Q2	$27.2M	Sell	132,475 -357	-0.3%	-$72.1K	1.3%	20
2025 Q1	$29.5M	Buy	132,832 +954	+0.7%	+$221K	1.54%	19
2024 Q4	$33M	Sell	131,878 -329	-0.2%	-$77.5K	1.72%	16
2024 Q3	$30.8M	Sell	132,207 -910	-0.7%	-$203K	1.61%	19
2024 Q2	$28M	Sell	133,117 -1,009	-0.8%	-$188K	1.56%	18
2024 Q1	$23M	Buy	134,126 +238	+0.2%	+$43.3K	1.32%	20
2023 Q4	$25.8M	Buy	+133,888	New	+$24.7M	1.68%	17

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Steele Capital Management's AAPL Position: Q2 2026 in Review

Steele Capital Management reduced its Apple (AAPL) stake by 3% in Q2 2026, selling an estimated $1.17M and leaving 132,054 shares worth $38.2M. The position accounts for 1.41% of the portfolio, ranked #19.

Steele Capital Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Steele Capital Management held 132,054 shares of Apple worth $38.2M as of Q2 2026.
Steele Capital Management sold 4,077 Apple shares in Q2 2026, an estimated $1.17M.
Apple made up 1.41% of Steele Capital Management's portfolio in Q2 2026, its #19 holding.
Steele Capital Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Steele Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.