ZI
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ZEGA Investments’s Apple AAPL Stock Holding History

ZEGA Investments’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 		$33.1M Sell
114,300
-12,200
-10% -$3.49M 3.4% 7
2026
Q1 		$32.1M Sell
126,500
-40,500
-24% -$10.5M 3.61% 6
2025
Q4 		$45.4M Buy
167,000
+24,600
+17% +$6.6M 5.35% 6
2025
Q3 		$36.3M Sell
142,400
-7,500
-5% -$1.69M 4.85% 6
2025
Q2 		$30.8M Buy
149,900
+12,900
+9% +$2.61M 4.2% 6
2025
Q1 		$30.4M Buy
137,000
+85,900
+168% +$19.9M 4.64% 5
2024
Q4 		$96.6K Buy
+51,100
New +$12M 0.02% 129

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

ZEGA Investments's AAPL Position: Q2 2026 in Review

ZEGA Investments reduced its Apple (AAPL) stake by 6.8% in Q2 2026, selling an estimated $6.82M and leaving 324,998 shares worth $94M. The position accounts for 9.66% of the portfolio, ranked #2.

ZEGA Investments first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $94.4M in Q4 2025. 6,139 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • ZEGA Investments held 324,998 shares of Apple worth $94M as of Q2 2026.
  • ZEGA Investments sold 23,833 Apple shares in Q2 2026, an estimated $6.82M.
  • Apple made up 9.66% of ZEGA Investments's portfolio in Q2 2026, its #2 holding.
  • ZEGA Investments first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • ZEGA Investments's Apple position peaked at $94.4M in Q4 2025.
  • 6,139 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.