SCM
AAPL icon

Sunbeam Capital Management’s Apple AAPL Stock Holding History

Sunbeam 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 		$12.2M Buy
42,173
+3,914
+10% +$1.12M 5.58% 3
2026
Q1 		$9.71M Buy
38,259
+1,938
+5% +$504K 5.56% 4
2025
Q4 		$9.87M Sell
36,321
-442
-1% -$119K 5.85% 4
2025
Q3 		$9.36M Buy
36,763
+11,380
+45% +$2.57M 5.82% 4
2025
Q2 		$5.21M Buy
25,383
+4,781
+23% +$966K 3.95% 7
2025
Q1 		$4.58M Buy
20,602
+72
+0.4% +$16.7K 4.36% 5
2024
Q4 		$5.14M Buy
+20,530
New +$4.84M 4.77% 5

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Sunbeam Capital Management increased its Apple (AAPL) stake by 10% in Q2 2026, buying an estimated $1.12M and bringing the position to 42,173 shares worth $12.2M. The position accounts for 5.58% of the portfolio, ranked #3.

Sunbeam Capital Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 3,098 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Sunbeam Capital Management held 42,173 shares of Apple worth $12.2M as of Q2 2026.
  • Sunbeam Capital Management bought 3,914 Apple shares in Q2 2026, an estimated $1.12M.
  • Apple made up 5.58% of Sunbeam Capital Management's portfolio in Q2 2026, its #3 holding.
  • Sunbeam Capital Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 3,098 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.