AWM
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AAF Wealth Management’s Apple AAPL Stock Holding History

AAF Wealth Management’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
2024
Q1 		– Hold
0
– -$1.42M – 44
2023
Q4 		– Hold
0
– – – 16
2023
Q3 		– Hold
0
– – – 15
2023
Q2 		– Sell
-7,800
Closed -$1.36M – 15
2023
Q1 		$1.29M Hold
7,800
– – 0.84% 16
2022
Q4 		$185K Hold
7,800
– – 0.13% 39
2022
Q3 		$168K Hold
7,800
– – 0.13% 36
2022
Q2 		$186K Buy
+7,800
New +$1.18M 0.14% 33

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

AAF Wealth Management's AAPL Position: Q2 2026 in Review

AAF Wealth Management reduced its Apple (AAPL) stake by 0.27% in Q2 2026, selling an estimated $15.7K and leaving 20,377 shares worth $5.9M. The position accounts for 2.17% of the portfolio, ranked #9.

AAF Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • AAF Wealth Management held 20,377 shares of Apple worth $5.9M as of Q2 2026.
  • AAF Wealth Management sold 55 Apple shares in Q2 2026, an estimated $15.7K.
  • Apple made up 2.17% of AAF Wealth Management's portfolio in Q2 2026, its #9 holding.
  • AAF Wealth Management first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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