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Stegner Investment Associates’s Apple AAPL Stock Holding History

Stegner Investment Associates’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 		$961K Buy
3,322
+520
+19% +$149K 0.46% 16
2026
Q1 		$711K Buy
2,802
+666
+31% +$173K 0.39% 19
2025
Q4 		$581K Sell
2,136
-121
-5% -$32.5K 0.31% 16
2025
Q3 		$575K Sell
2,257
-394
-15% -$89K 0.32% 18
2025
Q2 		$544K Hold
2,651
– – 0.33% 17
2025
Q1 		$589K Hold
2,651
– – 0.41% 15
2024
Q4 		$664K Buy
2,651
+27
+1% +$6.36K 0.44% 16
2024
Q3 		$611K Sell
2,624
-23
-0.9% -$5.14K 0.42% 14
2024
Q2 		$558K Buy
+2,647
New +$494K 0.4% 14
2022
Q1 		– Sell
-2,685
Closed -$477K – 21
2021
Q4 		$477K Buy
2,685
+200
+8% +$31.6K 0.34% 20
2021
Q3 		$352K Hold
2,485
– – 0.27% 19
2021
Q2 		$340K Buy
2,485
+160
+7% +$20.7K 0.26% 19
2021
Q1 		$284K Sell
2,325
-1,000
-30% -$128K 0.23% 19
2020
Q4 		$441K Sell
3,325
-720
-18% -$86.6K 0.37% 18
2020
Q3 		$468K Buy
+4,045
New +$441K 0.46% 17

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

Stegner Investment Associates's AAPL Position: Q2 2026 in Review

Stegner Investment Associates increased its Apple (AAPL) stake by 19% in Q2 2026, buying an estimated $149K and bringing the position to 3,322 shares worth $961K. The position accounts for 0.46% of the portfolio, ranked #16.

Stegner Investment Associates first reported a position in AAPL in Q3 2020 and has held it in 15 quarters since. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Stegner Investment Associates held 3,322 shares of Apple worth $961K as of Q2 2026.
  • Stegner Investment Associates bought 520 Apple shares in Q2 2026, an estimated $149K.
  • Apple made up 0.46% of Stegner Investment Associates's portfolio in Q2 2026, its #16 holding.
  • Stegner Investment Associates first reported a position in Apple in Q3 2020 and has held it in 15 quarters since.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Stegner Investment Associates's 13F filing for Q2 2026, filed 24 Jul 2026.