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Abound Wealth Management’s Apple AAPL Stock Holding History

Abound 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
2026
Q2 		$11.1M Sell
38,371
-3,867
-9% -$1.11M 2.2% 12
2026
Q1 		$10.7M Sell
42,238
-88
-0.2% -$22.9K 2.44% 11
2025
Q4 		$11.5M Buy
42,326
+3,386
+9% +$909K 2.69% 11
2025
Q3 		$9.92M Sell
38,940
-1,084
-3% -$245K 2.48% 11
2025
Q2 		$8.21M Buy
40,024
+382
+1% +$77.1K 2.32% 12
2025
Q1 		$8.81M Buy
39,642
+5,115
+15% +$1.18M 2.94% 10
2024
Q4 		$8.65M Sell
34,527
-128
-0.4% -$30.2K 2.77% 10
2024
Q3 		$8.07M Buy
34,655
+749
+2% +$167K 2.68% 10
2024
Q2 		$7.14M Sell
33,906
-55
-0.2% -$10.3K 2.63% 11
2024
Q1 		$5.82M Sell
33,961
-2,932
-8% -$533K 2.22% 12
2023
Q4 		$7.1M Buy
36,893
+8,495
+30% +$1.57M 2.85% 10
2023
Q3 		$4.86M Buy
28,398
+3,854
+16% +$707K 2.07% 14
2023
Q2 		$4.76M Buy
24,544
+757
+3% +$132K 1.99% 14
2023
Q1 		$3.92M Sell
23,787
-436
-2% -$64.3K 1.76% 14
2022
Q4 		$3.15M Sell
24,223
-314
-1% -$44.9K 1.54% 14
2022
Q3 		$3.39M Buy
24,537
+5,743
+31% +$901K 1.83% 15
2022
Q2 		$2.57M Buy
18,794
+891
+5% +$135K 1.43% 16
2022
Q1 		$3.13M Sell
17,903
-1,236
-6% -$208K 2.25% 12
2021
Q4 		$3.4M Buy
+19,139
New +$3.02M 2.67% 11

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

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

Abound Wealth Management reduced its Apple (AAPL) stake by 9.2% in Q2 2026, selling an estimated $1.11M and leaving 38,371 shares worth $11.1M. The position accounts for 2.2% of the portfolio, ranked #12.

Abound Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.5M in Q4 2025. 1,328 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Abound Wealth Management held 38,371 shares of Apple worth $11.1M as of Q2 2026.
  • Abound Wealth Management sold 3,867 Apple shares in Q2 2026, an estimated $1.11M.
  • Apple made up 2.2% of Abound Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Abound Wealth Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Abound Wealth Management's Apple position peaked at $11.5M in Q4 2025.
  • 1,328 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.