Winter & Associates’s Apple AAPL Stock Holding History

Winter & Associates’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	$5.49M	Sell	18,980 -157	-0.8%	-$44.9K	4.13%	8
2026 Q1	$4.95M	Buy	19,137 +1,179	+7%	+$307K	4.34%	6
2025 Q4	$4.88M	Buy	+17,958	New	+$4.82M	4.51%	6

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Winter & Associates's AAPL Position: Q2 2026 in Review

Winter & Associates reduced its Apple (AAPL) stake by 0.82% in Q2 2026, selling an estimated $44.9K and leaving 18,980 shares worth $5.49M. The position accounts for 4.13% of the portfolio, ranked #8.

Winter & Associates first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Winter & Associates held 18,980 shares of Apple worth $5.49M as of Q2 2026.
Winter & Associates sold 157 Apple shares in Q2 2026, an estimated $44.9K.
Apple made up 4.13% of Winter & Associates's portfolio in Q2 2026, its #8 holding.
Winter & Associates first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
6,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.