Tocqueville Asset Management’s Apple AAPL Stock Holding History

Tocqueville Asset 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	$116K	Hold	400	–	–	﹤0.01%	548
2026 Q1	$102K	Hold	400	–	–	﹤0.01%	538
2025 Q4	$109K	Sell	400 -100	-20%	-$26.8K	﹤0.01%	570
2025 Q3	$127K	Hold	500	–	–	﹤0.01%	541
2025 Q2	$103K	Buy	+500	New	+$101K	﹤0.01%	528
2023 Q4	–	Sell	-4,000	Closed	-$685K	–	518
2023 Q3	$685K	Buy	+4,000	New	+$734K	0.01%	364

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

Tocqueville Asset Management's AAPL Position: Q2 2026 in Review

Tocqueville Asset Management reduced its Apple (AAPL) stake by 1.6% in Q2 2026, selling an estimated $2.77M and leaving 583,722 shares worth $169M. The position accounts for 2.23% of the portfolio, ranked #7.

Tocqueville Asset Management first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $210M in Q4 2024. 6,121 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Tocqueville Asset Management held 583,722 shares of Apple worth $169M as of Q2 2026.
Tocqueville Asset Management sold 9,672 Apple shares in Q2 2026, an estimated $2.77M.
Apple made up 2.23% of Tocqueville Asset Management's portfolio in Q2 2026, its #7 holding.
Tocqueville Asset Management first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
Tocqueville Asset Management's Apple position peaked at $210M in Q4 2024.
6,121 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Tocqueville Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.