Systematic Alpha Investments’s Apple AAPL Stock Holding History

Systematic Alpha Investments’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	$167M	Hold	576,144	–	–	4.48%	6
2026 Q1	$146M	Hold	576,144	–	–	5.14%	4
2025 Q4	$157M	Hold	576,144	–	–	4.89%	5
2025 Q3	$147M	Hold	576,144	–	–	4.83%	5
2025 Q2	$118M	Hold	576,144	–	–	4.2%	6
2025 Q1	$128M	Hold	576,144	–	–	4.89%	4
2024 Q4	$144M	Hold	576,144	–	–	5.32%	4
2024 Q3	$134M	Hold	576,144	–	–	4.91%	4
2024 Q2	$121M	Hold	576,144	–	–	4.63%	4
2024 Q1	$98.8M	Hold	576,144	–	–	3.96%	5
2023 Q4	$111M	Hold	576,144	–	–	4.97%	4
2023 Q3	$98.6M	Hold	576,144	–	–	4.91%	4
2023 Q2	$112M	Hold	576,144	–	–	5.42%	4
2023 Q1	$95M	Hold	576,144	–	–	4.99%	4
2022 Q4	$74.9M	Hold	576,144	–	–	3.79%	5
2022 Q3	$79.6M	Hold	576,144	–	–	4.8%	4
2022 Q2	$78.8M	Hold	576,144	–	–	4.46%	4
2022 Q1	$101M	Buy	576,144 +9,300	+2%	+$1.56M	4.9%	3
2021 Q4	$101M	Hold	566,844	–	–	4.68%	3
2021 Q3	$84.9M	Hold	566,844	–	–	3.72%	4
2021 Q2	$82.5M	Buy	566,844 +92,084	+19%	+$11.9M	3.75%	4
2021 Q1	$58M	Buy	474,760 +93,360	+24%	+$12M	3.72%	3
2020 Q4	$50.6M	Buy	+381,400	New	+$45.9M	5.51%	2

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

Systematic Alpha Investments's AAPL Position: Q2 2026 in Review

Systematic Alpha Investments held its Apple (AAPL) position steady in Q2 2026 at 576,144 shares worth $167M. The position accounts for 4.48% of the portfolio, ranked #6.

Systematic Alpha Investments first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Systematic Alpha Investments held 576,144 shares of Apple worth $167M as of Q2 2026.
Systematic Alpha Investments left its Apple share count unchanged in Q2 2026.
Apple made up 4.48% of Systematic Alpha Investments's portfolio in Q2 2026, its #6 holding.
Systematic Alpha Investments first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Systematic Alpha Investments's 13F filing for Q2 2026, filed 13 Aug 2026.