Apple Inc. $AAPL Shares Sold by Neville Rodie & Shaw Inc.

Institutional investor decreases stake in tech giant

Mar. 23, 2026 at 9:00am

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Neville Rodie & Shaw Inc., an investment management firm, decreased its position in shares of Apple Inc. (NASDAQ:AAPL) by 1.6% during the 4th quarter, according to a recent SEC filing. The firm now owns 453,983 shares of the iPhone maker's stock, valued at $123,420,000, after selling 7,197 shares in the quarter.

Why it matters

As one of the world's most valuable public companies, changes in institutional ownership of Apple stock can provide insights into broader market sentiment and investment trends around the tech giant.

The details

Neville Rodie & Shaw Inc. is an investment management firm that has Apple as its largest holding, comprising approximately 8.7% of its portfolio. The firm's decrease in Apple shares during the fourth quarter came amid broader market volatility and uncertainty around the tech sector.

  • Neville Rodie & Shaw Inc. filed its 13F report for the 4th quarter of 2025 on March 23, 2026.

The players

Neville Rodie & Shaw Inc.

An investment management firm that owns a significant stake in Apple Inc.

Apple Inc.

A multinational technology company known for its consumer electronics, software, and digital services, including the iPhone, iPad, and Mac.

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The takeaway

While Neville Rodie & Shaw Inc.'s decrease in Apple shares was relatively small, it reflects the broader volatility and uncertainty surrounding tech stocks in recent quarters. Investors will likely continue to closely monitor institutional ownership and trading activity around Apple as an indicator of broader market sentiment.