Systematic Financial Management’s Apple AAPL Stock Holding History

Systematic Financial 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	$3.57M	Hold	12,335	–	–	0.07%	186
2026 Q1	$3.13M	Hold	12,335	–	–	0.07%	180
2025 Q4	$3.35M	Hold	12,335	–	–	0.08%	174
2025 Q3	$3.14M	Hold	12,335	–	–	0.08%	170
2025 Q2	$2.53M	Hold	12,335	–	–	0.07%	175
2025 Q1	$2.74M	Hold	12,335	–	–	0.08%	169
2024 Q4	$3.09M	Hold	12,335	–	–	0.08%	169
2024 Q3	$2.87M	Hold	12,335	–	–	0.07%	167
2024 Q2	$2.6M	Hold	12,335	–	–	0.08%	171
2024 Q1	$2.12M	Hold	12,335	–	–	0.06%	183
2023 Q4	$2.37M	Hold	12,335	–	–	0.07%	161
2023 Q3	$2.11M	Hold	12,335	–	–	0.07%	161
2023 Q2	$2.39M	Sell	12,335 -875	-7%	-$152K	0.08%	156
2023 Q1	$2.18M	Hold	13,210	–	–	0.07%	153
2022 Q4	$1.72M	Hold	13,210	–	–	0.06%	168
2022 Q3	$1.83M	Hold	13,210	–	–	0.07%	153
2022 Q2	$1.81M	Hold	13,210	–	–	0.06%	155
2022 Q1	$2.31M	Sell	13,210 -1,270	-9%	-$214K	0.07%	151
2021 Q4	$2.57M	Hold	14,480	–	–	0.08%	150
2021 Q3	$2.05M	Hold	14,480	–	–	0.06%	150
2021 Q2	$1.98M	Sell	14,480 -1,120	-7%	-$145K	0.06%	154
2021 Q1	$1.91M	Hold	15,600	–	–	0.07%	152
2020 Q4	$2.07M	Hold	15,600	–	–	0.09%	155
2020 Q3	$1.81M	Hold	15,600	–	–	0.1%	155
2020 Q2	$1.42M	Hold	15,600	–	–	0.07%	154
2020 Q1	$992K	Hold	15,600	–	–	0.06%	150
2019 Q4	$1.15M	Hold	15,600	–	–	0.04%	162
2019 Q3	$873K	Hold	15,600	–	–	0.04%	165
2019 Q2	$772K	Hold	15,600	–	–	0.03%	466
2019 Q1	$741K	Hold	15,600	–	–	0.03%	543
2018 Q4	$615K	Hold	15,600	–	–	0.02%	565
2018 Q3	$880K	Hold	15,600	–	–	0.02%	578
2018 Q2	$722K	Hold	15,600	–	–	0.02%	565
2018 Q1	$654K	Sell	15,600 -4,800	-24%	-$207K	0.01%	568
2017 Q4	$863K	Hold	20,400	–	–	0.02%	554
2017 Q3	$786K	Sell	20,400 -50,368	-71%	-$1.95M	0.02%	559
2017 Q2	$2.55M	Sell	70,768 -3,000	-4%	-$111K	0.05%	319
2017 Q1	$2.65M	Buy	73,768 +51,368	+229%	+$1.69M	0.05%	310
2016 Q4	$649K	Hold	22,400	–	–	0.01%	587
2016 Q3	$633K	Hold	22,400	–	–	0.01%	555
2016 Q2	$535K	Hold	22,400	–	–	0.01%	550
2016 Q1	$610K	Sell	22,400 -470,648	-95%	-$11.7M	0.01%	536
2015 Q4	$13M	Sell	493,048 -12,104	-2%	-$346K	0.14%	149
2015 Q3	$13.9M	Sell	505,152 -2,116	-0.4%	-$62.1K	0.15%	151
2015 Q2	$15.9M	Sell	507,268 -76,948	-13%	-$2.46M	0.14%	168
2015 Q1	$18.2M	Buy	584,216 +211,876	+57%	+$6.4M	0.14%	157
2014 Q4	$10.3M	Buy	372,340 +349,940	+1,562%	+$9.52M	0.08%	268
2014 Q3	$564K	Sell	22,400 -1,163,884	-98%	-$28.6M	﹤0.01%	633
2014 Q2	$27.6M	Sell	1,186,284 -142,036	-11%	-$3.02M	0.19%	126
2014 Q1	$25.5M	Sell	1,328,320 -459,312	-26%	-$8.74M	0.17%	140
2013 Q4	$35.8M	Buy	1,787,632 +424,788	+31%	+$8.02M	0.26%	105
2013 Q3	$23.2M	Buy	1,362,844 +1,340,444	+5,984%	+$22.2M	0.18%	133
2013 Q2	$317K	Buy	+22,400	New	+$345K	﹤0.01%	604

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 Financial Management's AAPL Position: Q2 2026 in Review

Systematic Financial Management held its Apple (AAPL) position steady in Q2 2026 at 12,335 shares worth $3.57M. The position accounts for 0.07% of the portfolio, ranked #186.

Systematic Financial Management first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $35.8M in Q4 2013. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Systematic Financial Management held 12,335 shares of Apple worth $3.57M as of Q2 2026.
Systematic Financial Management left its Apple share count unchanged in Q2 2026.
Apple made up 0.07% of Systematic Financial Management's portfolio in Q2 2026, its #186 holding.
Systematic Financial Management first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
Systematic Financial Management's Apple position peaked at $35.8M in Q4 2013.
6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Systematic Financial Management's 13F filing for Q2 2026, filed 14 Aug 2026.