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Yanni & Associates Investment Advisors’s Apple AAPL Stock Holding History

Yanni & Associates 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 		$564K Sell
1,949
-36
-2% -$10.3K 0.52% 24
2026
Q1 		$504K Sell
1,985
-12
-0.6% -$3.12K 0.52% 25
2025
Q4 		$543K Buy
+1,997
New +$536K 0.54% 27

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

Yanni & Associates Investment Advisors's AAPL Position: Q2 2026 in Review

Yanni & Associates Investment Advisors reduced its Apple (AAPL) stake by 1.8% in Q2 2026, selling an estimated $10.3K and leaving 1,949 shares worth $564K. The position accounts for 0.52% of the portfolio, ranked #24.

Yanni & Associates Investment Advisors 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.

  • Yanni & Associates Investment Advisors held 1,949 shares of Apple worth $564K as of Q2 2026.
  • Yanni & Associates Investment Advisors sold 36 Apple shares in Q2 2026, an estimated $10.3K.
  • Apple made up 0.52% of Yanni & Associates Investment Advisors's portfolio in Q2 2026, its #24 holding.
  • Yanni & Associates Investment Advisors 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 Yanni & Associates Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.