SVB Wealth’s Apple AAPL Stock Holding History

SVB Wealth’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
2020 Q2	–	Sell	-400	Closed	-$261K	–	636
2020 Q1	$261K	Buy	+400	New	+$29.4K	0.01%	412
2015 Q4	–	Sell	-160,000	Closed	-$4.41M	–	536
2015 Q3	$4.41M	Buy	+160,000	New	+$4.69M	0.17%	134

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

SVB Wealth's AAPL Position: Q2 2026 in Review

SVB Wealth reduced its Apple (AAPL) stake by 9.9% in Q2 2026, selling an estimated $9.82M and leaving 312,512 shares worth $90.4M. The position accounts for 5.7% of the portfolio, ranked #1.

SVB Wealth first reported a position in AAPL in Q4 2014 and has held it in 47 quarters since. The position peaked at $421M in Q4 2021. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

SVB Wealth held 312,512 shares of Apple worth $90.4M as of Q2 2026.
SVB Wealth sold 34,315 Apple shares in Q2 2026, an estimated $9.82M.
Apple made up 5.7% of SVB Wealth's portfolio in Q2 2026, its #1 holding.
SVB Wealth first reported a position in Apple in Q4 2014 and has held it in 47 quarters since.
SVB Wealth's Apple position peaked at $421M in Q4 2021.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.