5W
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5T Wealth’s Apple AAPL Stock Holding History

5T Wealth’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 		$2.66M Buy
9,198
+95
+1% +$27.2K 0.99% 29
2026
Q1 		$2.31M Buy
9,103
+235
+3% +$61.2K 0.91% 35
2025
Q4 		$2.41M Sell
8,868
-1,189
-12% -$319K 0.96% 33
2025
Q3 		$2.56M Buy
10,057
+3,096
+44% +$699K 1.12% 27
2025
Q2 		$1.43M Buy
6,961
+717
+11% +$145K 0.68% 43
2025
Q1 		$1.39M Sell
6,244
-509
-8% -$118K 0.74% 44
2024
Q4 		$1.69M Buy
+6,753
New +$1.59M 0.92% 37

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

5T Wealth's AAPL Position: Q2 2026 in Review

5T Wealth increased its Apple (AAPL) stake by 1% in Q2 2026, buying an estimated $27.2K and bringing the position to 9,198 shares worth $2.66M. The position accounts for 0.99% of the portfolio, ranked #29.

5T Wealth first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 2,423 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • 5T Wealth held 9,198 shares of Apple worth $2.66M as of Q2 2026.
  • 5T Wealth bought 95 Apple shares in Q2 2026, an estimated $27.2K.
  • Apple made up 0.99% of 5T Wealth's portfolio in Q2 2026, its #29 holding.
  • 5T Wealth first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 2,423 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.