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Sterling Investment Management’s Apple AAPL Stock Holding History

Sterling Investment 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 		$2.48M Sell
8,567
-786
-8% -$225K 1.36% 22
2026
Q1 		$2.37M Sell
9,353
-128
-1% -$33.3K 1.42% 21
2025
Q4 		$2.58M Buy
9,481
+348
+4% +$93.4K 1.46% 21
2025
Q3 		$2.33M Sell
9,133
-3,192
-26% -$721K 1.4% 24
2025
Q2 		$2.53M Sell
12,325
-326
-3% -$65.8K 1.67% 23
2025
Q1 		$2.81M Sell
12,651
-3,891
-24% -$901K 2% 18
2024
Q4 		$4.14M Sell
16,542
-346
-2% -$81.5K 3.25% 8
2024
Q3 		$3.93M Sell
16,888
-859
-5% -$192K 2.99% 10
2024
Q2 		$3.74M Sell
17,747
-871
-5% -$162K 2.84% 10
2024
Q1 		$3.19M Sell
18,618
-313
-2% -$56.9K 2.25% 13
2023
Q4 		$3.64M Buy
18,931
+1,328
+8% +$245K 2.67% 10
2023
Q3 		$3.01M Sell
17,603
-341
-2% -$62.5K 2.68% 8
2023
Q2 		$3.48M Sell
17,944
-3,671
-17% -$640K 2.76% 7
2023
Q1 		$3.56M Sell
21,615
-241
-1% -$35.6K 2.84% 6
2022
Q4 		$2.84M Sell
21,856
-1,039
-5% -$148K 2.28% 11
2022
Q3 		$3.16M Buy
22,895
+1,097
+5% +$172K 2.67% 6
2022
Q2 		$2.98M Sell
21,798
-1,906
-8% -$289K 2.48% 8
2022
Q1 		$4.14M Sell
23,704
-5,457
-19% -$918K 2.91% 8
2021
Q4 		$5.18M Buy
29,161
+4,710
+19% +$744K 3.22% 7
2021
Q3 		$3.46M Buy
24,451
+708
+3% +$104K 2.21% 11
2021
Q2 		$3.25M Sell
23,743
-951
-4% -$123K 2.13% 11
2021
Q1 		$3.02M Sell
24,694
-1,082
-4% -$139K 2.06% 15
2020
Q4 		$3.42M Sell
25,776
-172
-0.7% -$20.7K 2.43% 12
2020
Q3 		$3M Sell
25,948
-5,760
-18% -$629K 2.25% 12
2020
Q2 		$2.89M Sell
31,708
-17,360
-35% -$1.35M 2.24% 13
2020
Q1 		$3.12M Sell
49,068
-1,068
-2% -$78.5K 2.72% 10
2019
Q4 		$3.68M Sell
50,136
-1,104
-2% -$71K 2.44% 11
2019
Q3 		$2.87M Sell
51,240
-800
-2% -$41.8K 2.1% 15
2019
Q2 		$2.58M Sell
52,040
-22,988
-31% -$1.12M 1.99% 16
2019
Q1 		$3.56M Sell
75,028
-22,024
-23% -$934K 2.76% 9
2018
Q4 		$3.83M Sell
97,052
-3,604
-4% -$175K 3.2% 7
2018
Q3 		$5.68M Sell
100,656
-10,884
-10% -$567K 4.13% 4
2018
Q2 		$5.16M Buy
111,540
+9,876
+10% +$448K 4% 4
2018
Q1 		$4.26M Sell
101,664
-2,316
-2% -$99.7K 3.44% 5
2017
Q4 		$4.4M Buy
103,980
+5,608
+6% +$234K 4.69% 4
2017
Q3 		$3.79M Sell
98,372
-4,692
-5% -$182K 5.15% 2
2017
Q2 		$3.71M Sell
103,064
-172
-0.2% -$6.36K 4.9% 2
2017
Q1 		$3.71M Sell
103,236
-1,856
-2% -$61.1K 5.19% 2
2016
Q4 		$3.04M Sell
105,092
-3,204
-3% -$90.8K 4.35% 4
2016
Q3 		$3.06M Sell
108,296
-2,104
-2% -$55.7K 4.48% 3
2016
Q2 		$2.64M Sell
110,400
-2,724
-2% -$67.7K 3.61% 7
2016
Q1 		$3.08M Sell
113,124
-80,712
-42% -$2.01M 4.19% 4
2015
Q4 		$5.1M Buy
193,836
+22,604
+13% +$646K 4.42% 3
2015
Q3 		$4.72M Buy
171,232
+9,792
+6% +$287K 3.71% 3
2015
Q2 		$5.06M Sell
161,440
-37,984
-19% -$1.21M 3.81% 5
2015
Q1 		$6.2M Sell
199,424
-92,916
-32% -$2.81M 4.38% 3
2014
Q4 		$8.07M Sell
292,340
-4,076
-1% -$111K 5.56% 2
2014
Q3 		$7.47M Sell
296,416
-65,500
-18% -$1.61M 5.22% 3
2014
Q2 		$8.41M Sell
361,916
-4,184
-1% -$89K 5.91% 2
2014
Q1 		$7.02M Buy
366,100
+49,224
+16% +$936K 5.16% 4
2013
Q4 		$6.35M Buy
316,876
+28,476
+10% +$538K 4.57% 6
2013
Q3 		$4.91M Sell
288,400
-5,432
-2% -$90.1K 3.44% 8
2013
Q2 		$4.16M Buy
+293,832
New +$4.52M 2.95% 9

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sterling Investment Management's AAPL Position: Q2 2026 in Review

Sterling Investment Management reduced its Apple (AAPL) stake by 8.4% in Q2 2026, selling an estimated $225K and leaving 8,567 shares worth $2.48M. The position accounts for 1.36% of the portfolio, ranked #22.

Sterling Investment Management first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.41M in Q2 2014. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Sterling Investment Management held 8,567 shares of Apple worth $2.48M as of Q2 2026.
  • Sterling Investment Management sold 786 Apple shares in Q2 2026, an estimated $225K.
  • Apple made up 1.36% of Sterling Investment Management's portfolio in Q2 2026, its #22 holding.
  • Sterling Investment Management first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
  • Sterling Investment Management's Apple position peaked at $8.41M in Q2 2014.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sterling Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.