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Wormser Freres Gestion’s Apple AAPL Stock Holding History

Wormser Freres Gestion’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 		$125K Hold
400
– – 0.07% 40
2026
Q1 		$104K Hold
400
– – 0.07% 31
2025
Q4 		$109K Hold
400
– – 0.06% 35
2025
Q3 		$102K Hold
400
– – 0.06% 36
2025
Q2 		$82K Sell
400
-25,403
-98% -$5.13M 0.05% 38
2025
Q1 		$5.64M Sell
25,803
-1,144
-4% -$265K 3.46% 15
2024
Q4 		$6.81M Sell
26,947
-228
-0.8% -$53.7K 4.05% 16
2024
Q3 		$6.31M Sell
27,175
-14,776
-35% -$3.3M 3.86% 13
2024
Q2 		$9.13M Buy
41,951
+2,043
+5% +$381K 5.95% 4
2024
Q1 		$6.95M Buy
39,908
+1,104
+3% +$201K 4.76% 13
2023
Q4 		$7.52M Buy
+38,804
New +$7.16M 6.1% 7

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

Wormser Freres Gestion's AAPL Position: Q2 2026 in Review

Wormser Freres Gestion held its Apple (AAPL) position steady in Q2 2026 at 400 shares worth $125K. The position accounts for 0.07% of the portfolio, ranked #40.

Wormser Freres Gestion first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.13M in Q2 2024. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wormser Freres Gestion held 400 shares of Apple worth $125K as of Q2 2026.
  • Wormser Freres Gestion left its Apple share count unchanged in Q2 2026.
  • Apple made up 0.07% of Wormser Freres Gestion's portfolio in Q2 2026, its #40 holding.
  • Wormser Freres Gestion first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Wormser Freres Gestion's Apple position peaked at $9.13M in Q2 2024.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wormser Freres Gestion's 13F filing for Q2 2026, filed 16 Jul 2026.