ZIG
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Zullo Investment Group’s Apple AAPL Stock Holding History

Zullo Investment Group’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 		$45.7M Sell
157,905
-1,695
-1% -$485K 15.59% 1
2026
Q1 		$40.5M Sell
159,600
-1,735
-1% -$452K 15.37% 1
2025
Q4 		$43.9M Sell
161,335
-542
-0.3% -$146K 16.04% 1
2025
Q3 		$41.2M Sell
161,877
-258
-0.2% -$58.3K 15.24% 1
2025
Q2 		$33.3M Sell
162,135
-7,457
-4% -$1.51M 13.49% 1
2025
Q1 		$37.7M Sell
169,592
-1,748
-1% -$405K 16.15% 1
2024
Q4 		$42.9M Sell
171,340
-1,062
-0.6% -$250K 17.33% 1
2024
Q3 		$40.2M Buy
172,402
+1,055
+0.6% +$236K 16.68% 1
2024
Q2 		$36.1M Sell
171,347
-500
-0.3% -$93.2K 15.85% 1
2024
Q1 		$29.5M Buy
171,847
+1,175
+0.7% +$214K 13.81% 1
2023
Q4 		$32.9M Sell
170,672
-223
-0.1% -$41.2K 16.84% 1
2023
Q3 		$29.3M Buy
170,895
+4,209
+3% +$772K 17.14% 1
2023
Q2 		$32.3M Sell
166,686
-3,621
-2% -$631K 18.46% 1
2023
Q1 		$28.1M Buy
170,307
+2,164
+1% +$319K 17.49% 1
2022
Q4 		$21.8M Sell
168,143
-503
-0.3% -$71.9K 13.37% 1
2022
Q3 		$23.3M Buy
168,646
+167
+0.1% +$26.2K 15.04% 1
2022
Q2 		$23M Buy
168,479
+787
+0.5% +$119K 14.39% 1
2022
Q1 		$29.3M Sell
167,692
-620
-0.4% -$104K 15.21% 1
2021
Q4 		$29.9M Buy
+168,312
New +$26.6M 15.38% 1

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

Zullo Investment Group's AAPL Position: Q2 2026 in Review

Zullo Investment Group reduced its Apple (AAPL) stake by 1.1% in Q2 2026, selling an estimated $485K and leaving 157,905 shares worth $45.7M. The position accounts for 15.59% of the portfolio, ranked #1.

Zullo Investment Group first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,088 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Zullo Investment Group held 157,905 shares of Apple worth $45.7M as of Q2 2026.
  • Zullo Investment Group sold 1,695 Apple shares in Q2 2026, an estimated $485K.
  • Apple made up 15.59% of Zullo Investment Group's portfolio in Q2 2026, its #1 holding.
  • Zullo Investment Group first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,088 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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