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Warwick Investment Management’s Apple AAPL Stock Holding History

Warwick Investment 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 		$8.36M Buy
28,893
+1,032
+4% +$295K 0.94% 22
2026
Q1 		$7.07M Buy
27,861
+787
+3% +$205K 1.02% 21
2025
Q4 		$7.36M Buy
27,074
+715
+3% +$192K 1.13% 17
2025
Q3 		$6.71M Buy
26,359
+1,551
+6% +$350K 1.17% 17
2025
Q2 		$5.09M Sell
24,808
-999
-4% -$202K 0.99% 16
2025
Q1 		$5.73M Buy
25,807
+2,486
+11% +$576K 1.19% 13
2024
Q4 		$5.84M Sell
23,321
-54
-0.2% -$12.7K 1.2% 13
2024
Q3 		$5.45M Buy
23,375
+3,638
+18% +$812K 1.29% 12
2024
Q2 		$4.16M Buy
19,737
+1,977
+11% +$369K 0.97% 16
2024
Q1 		$3.05M Buy
17,760
+3,382
+24% +$615K 0.73% 23
2023
Q4 		$2.77M Buy
14,378
+3,299
+30% +$609K 0.81% 23
2023
Q3 		$1.9M Buy
11,079
+11
+0.1% +$2.02K 0.71% 25
2023
Q2 		$2.15M Buy
11,068
+66
+0.6% +$11.5K 0.84% 22
2023
Q1 		$1.81M Sell
11,002
-16
-0.1% -$2.36K 0.77% 24
2022
Q4 		$1.43M Buy
+11,018
New +$1.57M 0.58% 27
2022
Q3 		– Sell
-10,985
Closed -$1.5M – 51
2022
Q2 		$1.5M Buy
10,985
+111
+1% +$16.8K 0.73% 20
2022
Q1 		$1.9M Buy
10,874
+24
+0.2% +$4.04K 0.83% 20
2021
Q4 		$1.93M Buy
+10,850
New +$1.71M 0.97% 14

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

Warwick Investment Management's AAPL Position: Q2 2026 in Review

Warwick Investment Management increased its Apple (AAPL) stake by 3.7% in Q2 2026, buying an estimated $295K and bringing the position to 28,893 shares worth $8.36M. The position accounts for 0.94% of the portfolio, ranked #22.

Warwick Investment Management first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Warwick Investment Management held 28,893 shares of Apple worth $8.36M as of Q2 2026.
  • Warwick Investment Management bought 1,032 Apple shares in Q2 2026, an estimated $295K.
  • Apple made up 0.94% of Warwick Investment Management's portfolio in Q2 2026, its #22 holding.
  • Warwick Investment Management first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • 6,090 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Warwick Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.