4A
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4Wealth Advisors’s Apple AAPL Stock Holding History

4Wealth 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 		$3.07M Sell
10,885
-183
-2% -$52.3K 2.35% 8
2026
Q1 		$2.73M Buy
11,068
+397
+4% +$103K 2.33% 8
2025
Q4 		$2.9M Sell
10,671
-922
-8% -$248K 2.48% 6
2025
Q3 		$2.95M Buy
11,593
+573
+5% +$129K 2.64% 6
2025
Q2 		$2.26M Sell
11,020
-221
-2% -$44.6K 2.3% 9
2025
Q1 		$2.5M Sell
11,241
-160
-1% -$37.1K 2.72% 6
2024
Q4 		$2.86M Buy
+11,401
New +$2.69M 2.86% 3

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

4Wealth Advisors's AAPL Position: Q2 2026 in Review

4Wealth Advisors reduced its Apple (AAPL) stake by 1.7% in Q2 2026, selling an estimated $52.3K and leaving 10,885 shares worth $3.07M. The position accounts for 2.35% of the portfolio, ranked #8.

4Wealth Advisors first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • 4Wealth Advisors held 10,885 shares of Apple worth $3.07M as of Q2 2026.
  • 4Wealth Advisors sold 183 Apple shares in Q2 2026, an estimated $52.3K.
  • Apple made up 2.35% of 4Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • 4Wealth Advisors first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.