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Vista Investment Partners’s Apple AAPL Stock Holding History

Vista Investment Partners’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 		$14.1M Buy
48,818
+1,378
+3% +$394K 3.56% 1
2026
Q1 		$12M Buy
47,440
+81
+0.2% +$21.1K 3.18% 2
2025
Q4 		$12.9M Buy
47,359
+49
+0.1% +$13.2K 3.37% 1
2025
Q3 		$12M Sell
47,310
-225
-0.5% -$50.8K 3.36% 2
2025
Q2 		$9.75M Sell
47,535
-1,080
-2% -$218K 2.81% 3
2025
Q1 		$10.8M Buy
48,615
+1,624
+3% +$376K 3.29% 2
2024
Q4 		$11.8M Sell
46,991
-329
-0.7% -$77.5K 3.67% 1
2024
Q3 		$11M Buy
47,320
+125
+0.3% +$27.9K 3.53% 2
2024
Q2 		$9.94M Buy
47,195
+715
+2% +$133K 3.31% 3
2024
Q1 		$7.97M Sell
46,480
-6,845
-13% -$1.24M 2.71% 5
2023
Q4 		$10.3M Buy
+53,325
New +$9.85M 3.76% 1

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

Vista Investment Partners's AAPL Position: Q2 2026 in Review

Vista Investment Partners increased its Apple (AAPL) stake by 2.9% in Q2 2026, buying an estimated $394K and bringing the position to 48,818 shares worth $14.1M. The position accounts for 3.56% of the portfolio, ranked #1.

Vista Investment Partners first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Vista Investment Partners held 48,818 shares of Apple worth $14.1M as of Q2 2026.
  • Vista Investment Partners bought 1,378 Apple shares in Q2 2026, an estimated $394K.
  • Apple made up 3.56% of Vista Investment Partners's portfolio in Q2 2026, its #1 holding.
  • Vista Investment Partners first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.