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Accurate Wealth Management’s Apple AAPL Stock Holding History

Accurate 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 		$41.9M Buy
132,815
+9,016
+7% +$2.58M 3.99% 2
2026
Q1 		$32.2M Buy
123,799
+9,268
+8% +$2.41M 3.88% 2
2025
Q4 		$29.7M Sell
114,531
-1,188
-1% -$319K 3.77% 2
2025
Q3 		$28.7M Buy
115,719
+11,077
+11% +$2.5M 3.82% 2
2025
Q2 		$22.2M Buy
104,642
+3,934
+4% +$794K 3.4% 2
2025
Q1 		$19.9M Sell
100,708
-495
-0.5% -$115K 3.81% 2
2024
Q4 		$24M Sell
101,203
-2,598
-3% -$612K 4.6% 2
2024
Q3 		$24.3M Buy
103,801
+8,354
+9% +$1.87M 4.87% 2
2024
Q2 		$22.4M Buy
95,447
+7,977
+9% +$1.49M 5.36% 1
2024
Q1 		$14.4M Buy
87,470
+2,041
+2% +$371K 4.21% 1
2023
Q4 		$15.9M Sell
85,429
-2,711
-3% -$501K 4.93% 2
2023
Q3 		$15.6M Buy
88,140
+6,526
+8% +$1.2M 4.9% 1
2023
Q2 		$15.6M Buy
81,614
+22,009
+37% +$3.84M 4.85% 2
2023
Q1 		$9.65M Buy
59,605
+3,767
+7% +$556K 3.33% 4
2022
Q4 		$7.3M Buy
55,838
+12,626
+29% +$1.8M 2.69% 6
2022
Q3 		$7.18M Sell
43,212
-1,668
-4% -$262K 2.99% 5
2022
Q2 		$6.38M Sell
44,880
-2,216
-5% -$336K 3.47% 5
2022
Q1 		$8.22M Buy
47,096
+16,893
+56% +$2.84M 3.68% 5
2021
Q4 		$5.51M Buy
30,203
+734
+2% +$116K 4.5% 4
2021
Q3 		$4.63M Sell
29,469
-20,211
-41% -$2.98M 4.03% 5
2021
Q2 		$6.8M Buy
+49,680
New +$6.44M 5.98% 3

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

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

Accurate Wealth Management increased its Apple (AAPL) stake by 7.3% in Q2 2026, buying an estimated $2.58M and bringing the position to 132,815 shares worth $41.9M. The position accounts for 3.99% of the portfolio, ranked #2.

Accurate Wealth Management first reported a position in AAPL in Q2 2021 and has held it in 21 quarters since. 2,394 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Accurate Wealth Management held 132,815 shares of Apple worth $41.9M as of Q2 2026.
  • Accurate Wealth Management bought 9,016 Apple shares in Q2 2026, an estimated $2.58M.
  • Apple made up 3.99% of Accurate Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Accurate Wealth Management first reported a position in Apple in Q2 2021 and has held it in 21 quarters since.
  • 2,394 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.