AA Financial Advisors’s Apple AAPL Stock Holding History

AA Financial 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	$7.05M	Buy	24,349 +1,958	+9%	+$560K	0.85%	37
2026 Q1	$5.68M	Buy	22,391 +2,367	+12%	+$616K	0.8%	41
2025 Q4	$5.44M	Buy	20,024 +674	+3%	+$181K	1.01%	34
2025 Q3	$4.93M	Sell	19,350 -1,086	-5%	-$245K	0.97%	34
2025 Q2	$4.19M	Sell	20,436 -1,331	-6%	-$269K	0.9%	35
2025 Q1	$4.84M	Buy	21,767 +1,717	+9%	+$398K	1.18%	29
2024 Q4	$5.02M	Buy	20,050 +252	+1%	+$59.4K	1.34%	27
2024 Q3	$4.61M	Sell	19,798 -2,302	-10%	-$514K	1.34%	25
2024 Q2	$4.65M	Buy	22,100 +1,012	+5%	+$189K	1.64%	22
2024 Q1	$3.62M	Buy	21,088 +19,470	+1,203%	+$3.54M	1.46%	18
2023 Q4	$312K	Buy	+1,618	New	+$299K	0.21%	45

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

AA Financial Advisors's AAPL Position: Q2 2026 in Review

AA Financial Advisors increased its Apple (AAPL) stake by 8.7% in Q2 2026, buying an estimated $560K and bringing the position to 24,349 shares worth $7.05M. The position accounts for 0.85% of the portfolio, ranked #37.

AA Financial Advisors first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

AA Financial Advisors held 24,349 shares of Apple worth $7.05M as of Q2 2026.
AA Financial Advisors bought 1,958 Apple shares in Q2 2026, an estimated $560K.
Apple made up 0.85% of AA Financial Advisors's portfolio in Q2 2026, its #37 holding.
AA Financial Advisors first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.