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

Sterling Investment Advisors (Pennsylvania)’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
2021
Q4 		– Sell
-10
Closed -$7K – 558
2021
Q3 		$7K Buy
+10
New +$1.47K ﹤0.01% 456
2017
Q3 		– Sell
-40
Closed -$6K – 343
2017
Q2 		$6K Buy
+40
New +$1.48K ﹤0.01% 313

Other funds holding AAPL

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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

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

Sterling Investment Advisors (Pennsylvania) reduced its Apple (AAPL) stake by 1.2% in Q2 2026, selling an estimated $437K and leaving 130,967 shares worth $37.9M. The position accounts for 6.33% of the portfolio, ranked #1.

Sterling Investment Advisors (Pennsylvania) first reported a position in AAPL in Q4 2016 and has held it in 39 quarters since. 3,884 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 130,967 shares of Apple worth $37.9M as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) sold 1,528 Apple shares in Q2 2026, an estimated $437K.
  • Apple made up 6.33% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #1 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Apple in Q4 2016 and has held it in 39 quarters since.
  • 3,884 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.