SIAM
AAPL icon

Sterling Investment Advisors (Missouri)’s Apple AAPL Stock Holding History

Sterling Investment Advisors (Missouri)’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 		$237K Sell
820
-120
-13% -$34.3K 0.11% 37
2026
Q1 		$239K Buy
940
+4
+0.4% +$1.04K 0.11% 39
2025
Q4 		$255K Hold
936
– – 0.12% 37
2025
Q3 		$238K Sell
936
-7,308
-89% -$1.65M 0.12% 36
2025
Q2 		$235K Buy
8,244
+7,315
+787% +$1.48M 0.12% 35
2025
Q1 		$206K Buy
929
+1
+0.1% +$232 0.12% 35
2024
Q4 		$232K Hold
928
– – 0.14% 32
2024
Q3 		$216K Buy
+928
New +$207K 0.12% 32

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

Sterling Investment Advisors (Missouri)'s AAPL Position: Q2 2026 in Review

Sterling Investment Advisors (Missouri) reduced its Apple (AAPL) stake by 13% in Q2 2026, selling an estimated $34.3K and leaving 820 shares worth $237K. The position accounts for 0.11% of the portfolio, ranked #37.

Sterling Investment Advisors (Missouri) first reported a position in AAPL in Q3 2024 and has held it in 8 quarters since. The position peaked at $255K in Q4 2025. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Sterling Investment Advisors (Missouri) held 820 shares of Apple worth $237K as of Q2 2026.
  • Sterling Investment Advisors (Missouri) sold 120 Apple shares in Q2 2026, an estimated $34.3K.
  • Apple made up 0.11% of Sterling Investment Advisors (Missouri)'s portfolio in Q2 2026, its #37 holding.
  • Sterling Investment Advisors (Missouri) first reported a position in Apple in Q3 2024 and has held it in 8 quarters since.
  • Sterling Investment Advisors (Missouri)'s Apple position peaked at $255K in Q4 2025.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q2 2026, filed 9 Jul 2026.