UIA
AAPL icon

Ulland Investment Advisors’s Apple AAPL Stock Holding History

Ulland Investment Advisors’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 		$3.69M Sell
12,751
-217
-2% -$62.1K 2.72% 12
2026
Q1 		$3.29M Sell
12,968
-269
-2% -$70K 2.82% 11
2025
Q4 		$3.6M Sell
13,237
-1,409
-10% -$378K 2.88% 12
2025
Q3 		$3.73M Buy
14,646
+182
+1% +$41.1K 2.81% 11
2025
Q2 		$2.97M Sell
14,464
-78
-0.5% -$15.8K 2.27% 12
2025
Q1 		$3.23M Sell
14,542
-20,505
-59% -$4.75M 2.7% 14
2024
Q4 		$8.78M Sell
35,047
-8
-0% -$1.89K 5.6% 6
2024
Q3 		$8.17M Sell
35,055
-332
-0.9% -$74.1K 5.98% 5
2024
Q2 		$7.45M Sell
35,387
-30
-0.1% -$5.59K 5.18% 5
2024
Q1 		$6.07M Buy
35,417
+128
+0.4% +$23.3K 4.85% 7
2023
Q4 		$6.79M Sell
35,289
-1,476
-4% -$273K 6.85% 4
2023
Q3 		$6.29M Buy
36,765
+66
+0.2% +$12.1K 6.92% 4
2023
Q2 		$7.12M Sell
36,699
-43
-0.1% -$7.49K 7.31% 1
2023
Q1 		$6.06M Hold
36,742
– – 7.12% 2
2022
Q4 		$4.77M Sell
36,742
-1,547
-4% -$221K 5.7% 2
2022
Q3 		$5.29M Buy
38,289
+120
+0.3% +$18.8K 5.78% 3
2022
Q2 		$5.22M Sell
38,169
-2,760
-7% -$418K 5.34% 4
2022
Q1 		$7.15M Buy
40,929
+161
+0.4% +$27.1K 5.36% 5
2021
Q4 		$7.24M Buy
+40,768
New +$6.44M 4.62% 6

Other funds holding AAPL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Ulland Investment Advisors's AAPL Position: Q2 2026 in Review

Ulland Investment Advisors reduced its Apple (AAPL) stake by 1.7% in Q2 2026, selling an estimated $62.1K and leaving 12,751 shares worth $3.69M. The position accounts for 2.72% of the portfolio, ranked #12.

Ulland Investment Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.78M in Q4 2024. 3,688 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Ulland Investment Advisors held 12,751 shares of Apple worth $3.69M as of Q2 2026.
  • Ulland Investment Advisors sold 217 Apple shares in Q2 2026, an estimated $62.1K.
  • Apple made up 2.72% of Ulland Investment Advisors's portfolio in Q2 2026, its #12 holding.
  • Ulland Investment Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Ulland Investment Advisors's Apple position peaked at $8.78M in Q4 2024.
  • 3,688 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.