Bamco Inc. NY Reduces Apple Inc. Stock Holdings by 27.6%

The institutional investor sold 3,441 shares of the iPhone maker's stock in the third quarter.

Mar. 17, 2026 at 7:35am

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Bamco Inc. NY, an institutional investor, reduced its holdings in Apple Inc. (NASDAQ:AAPL) by 27.6% in the third quarter, according to a recent filing with the Securities & Exchange Commission. The firm now owns 9,030 shares of the iPhone maker's stock, valued at $2,299,000 at the end of the reporting period.

Why it matters

This filing provides insight into the investment decisions of Bamco Inc. NY, a notable institutional investor. The reduction in Apple holdings could signal a shift in the firm's outlook on the tech giant, though it remains a significant shareholder.

The details

According to the filing, Bamco Inc. NY sold 3,441 shares of Apple stock during the third quarter, reducing its total holdings to 9,030 shares. The firm's position in Apple was valued at $2,299,000 at the end of the reporting period.

  • Bamco Inc. NY reduced its Apple holdings in the 3rd quarter of the year.

The players

Bamco Inc. NY

An institutional investor that reduced its holdings in Apple Inc. by 27.6% in the third quarter.

Apple Inc.

A multinational technology company that designs, develops, and sells consumer electronics, software, and services.

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The takeaway

This filing highlights the investment decisions of a major institutional investor, Bamco Inc. NY, and their reduced exposure to Apple Inc. in the third quarter. While the reasons behind the reduction are not explicitly stated, it provides insight into the shifting investment landscape surrounding the tech giant.