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Tucker Asset Management’s Apple AAPL Stock Holding History

Tucker 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 		$5.38M Buy
18,595
+649
+4% +$186K 1.33% 8
2026
Q1 		$4.55M Buy
17,946
+5,180
+41% +$1.35M 1.36% 13
2025
Q4 		$3.47M Sell
12,766
-2,151
-14% -$577K 1.01% 10
2025
Q3 		$3.8M Buy
14,917
+157
+1% +$35.5K 1.14% 14
2025
Q2 		$3.03M Sell
14,760
-891
-6% -$180K 0.97% 15
2025
Q1 		$3.48M Buy
15,651
+645
+4% +$149K 1.13% 14
2024
Q4 		$3.76M Buy
15,006
+373
+3% +$87.9K 0.4% 16
2024
Q3 		$3.41M Sell
14,633
-2,105
-13% -$470K 0.79% 15
2024
Q2 		$3.53M Sell
16,738
-45
-0.3% -$8.39K 0.77% 16
2024
Q1 		$2.88M Buy
16,783
+865
+5% +$157K 0.66% 16
2023
Q4 		$3.06M Sell
15,918
-417
-3% -$77K 0.77% 18
2023
Q3 		$2.8M Buy
16,335
+130
+0.8% +$23.8K 0.75% 16
2023
Q2 		$3.14M Buy
16,205
+908
+6% +$158K 0.91% 14
2023
Q1 		$2.52M Buy
15,297
+665
+5% +$98.1K 0.75% 13
2022
Q4 		$1.9M Buy
14,632
+317
+2% +$45.3K 0.61% 7
2022
Q3 		$2.2M Buy
14,315
+2,728
+24% +$428K 0.72% 4
2022
Q2 		$1.58M Buy
11,587
+5,859
+102% +$887K 0.51% 3
2022
Q1 		$1M Sell
5,728
-533
-9% -$89.6K 0.31% 6
2021
Q4 		$1.12M Buy
6,261
+259
+4% +$40.9K 0.36% 5
2021
Q3 		$899K Buy
6,002
+374
+7% +$55.1K 0.32% 5
2021
Q2 		$771K Buy
5,628
+1,714
+44% +$222K 0.35% 6
2021
Q1 		$478K Sell
3,914
-8,030
-67% -$1.03M 0.25% 7
2020
Q4 		$1.58M Buy
+11,944
New +$1.44M 0.96% 4

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

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

Tucker Asset Management increased its Apple (AAPL) stake by 3.6% in Q2 2026, buying an estimated $186K and bringing the position to 18,595 shares worth $5.38M. The position accounts for 1.33% of the portfolio, ranked #8.

Tucker Asset Management first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Tucker Asset Management held 18,595 shares of Apple worth $5.38M as of Q2 2026.
  • Tucker Asset Management bought 649 Apple shares in Q2 2026, an estimated $186K.
  • Apple made up 1.33% of Tucker Asset Management's portfolio in Q2 2026, its #8 holding.
  • Tucker Asset Management first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.