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Vickerman Investment Advisors’s Apple AAPL Stock Holding History

Vickerman 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 		$7.19M Buy
24,833
+652
+3% +$186K 1.4% 15
2026
Q1 		$6.14M Sell
24,181
-303
-1% -$78.9K 1.29% 16
2025
Q4 		$6.66M Sell
24,484
-4,029
-14% -$1.08M 1.33% 16
2025
Q3 		$7.26M Buy
28,513
+1,844
+7% +$417K 1.47% 17
2025
Q2 		$5.47M Buy
26,669
+1,004
+4% +$203K 1.18% 17
2025
Q1 		$5.7M Buy
25,665
+4,418
+21% +$1.02M 1.29% 16
2024
Q4 		$5.32M Sell
21,247
-2,121
-9% -$500K 1.45% 15
2024
Q3 		$5.44M Sell
23,368
-672
-3% -$150K 1.6% 14
2024
Q2 		$5.06M Sell
24,040
-1,263
-5% -$236K 1.63% 16
2024
Q1 		$4.34M Buy
25,303
+126
+0.5% +$22.9K 1.4% 21
2023
Q4 		$4.85M Sell
25,177
-2,407
-9% -$444K 1.65% 12
2023
Q3 		$4.72M Sell
27,584
-1,748
-6% -$321K 1.93% 12
2023
Q2 		$5.69M Buy
29,332
+778
+3% +$136K 2.22% 12
2023
Q1 		$4.71M Buy
28,554
+645
+2% +$95.2K 1.86% 13
2022
Q4 		$3.63M Buy
27,909
+1,561
+6% +$223K 1.65% 16
2022
Q3 		$3.64M Buy
26,348
+895
+4% +$140K 1.76% 15
2022
Q2 		$3.48M Buy
25,453
+1,374
+6% +$208K 1.65% 17
2022
Q1 		$3.79M Sell
24,079
-1,946
-7% -$327K 1.68% 18
2021
Q4 		$4.62M Buy
26,025
+2,352
+10% +$372K 1.87% 16
2021
Q3 		$3.35M Buy
+23,673
New +$3.49M 1.34% 23

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

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

Vickerman Investment Advisors increased its Apple (AAPL) stake by 2.7% in Q2 2026, buying an estimated $186K and bringing the position to 24,833 shares worth $7.19M. The position accounts for 1.4% of the portfolio, ranked #15.

Vickerman Investment Advisors first reported a position in AAPL in Q3 2021 and has held it in 20 quarters since. The position peaked at $7.26M in Q3 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Vickerman Investment Advisors held 24,833 shares of Apple worth $7.19M as of Q2 2026.
  • Vickerman Investment Advisors bought 652 Apple shares in Q2 2026, an estimated $186K.
  • Apple made up 1.4% of Vickerman Investment Advisors's portfolio in Q2 2026, its #15 holding.
  • Vickerman Investment Advisors first reported a position in Apple in Q3 2021 and has held it in 20 quarters since.
  • Vickerman Investment Advisors's Apple position peaked at $7.26M in Q3 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Vickerman Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.