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Syntax Research’s Apple AAPL Stock Holding History

Syntax Research’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 		$8.33M Buy
28,793
+13
+0% +$3.72K 6.09% 7
2026
Q1 		$7.3M Sell
28,780
-46
-0.2% -$12K 4.65% 4
2025
Q4 		$7.84M Buy
28,826
+1
+0% +$268 4.83% 4
2025
Q3 		$7.34M Buy
28,825
+17
+0.1% +$3.84K 4.72% 4
2025
Q2 		$5.91M Sell
28,808
-83
-0.3% -$16.8K 4.2% 5
2025
Q1 		$6.42M Sell
28,891
-379
-1% -$87.8K 4.43% 4
2024
Q4 		$7.33M Buy
29,270
+16
+0.1% +$3.77K 5.26% 3
2024
Q3 		$6.82M Sell
29,254
-990
-3% -$221K 4.6% 4
2024
Q2 		$6.37M Buy
30,244
+21
+0.1% +$3.92K 5.04% 4
2024
Q1 		$5.18M Buy
30,223
+40
+0.1% +$7.27K 3.96% 6
2023
Q4 		$5.81M Sell
30,183
-734
-2% -$136K 4.86% 4
2023
Q3 		$5.29M Buy
+30,917
New +$5.67M 4.29% 6

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

Syntax Research's AAPL Position: Q2 2026 in Review

Syntax Research increased its Apple (AAPL) stake by 0.05% in Q2 2026, buying an estimated $3.72K and bringing the position to 28,793 shares worth $8.33M. The position accounts for 6.09% of the portfolio, ranked #7.

Syntax Research first reported a position in AAPL in Q3 2023 and has held it in 12 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Syntax Research held 28,793 shares of Apple worth $8.33M as of Q2 2026.
  • Syntax Research bought 13 Apple shares in Q2 2026, an estimated $3.72K.
  • Apple made up 6.09% of Syntax Research's portfolio in Q2 2026, its #7 holding.
  • Syntax Research first reported a position in Apple in Q3 2023 and has held it in 12 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Syntax Research's 13F filing for Q2 2026, filed 31 Jul 2026.