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ACT Advisors’s Apple AAPL Stock Holding History

ACT 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 		$3.01M Buy
10,416
+1,412
+16% +$404K 1% 13
2026
Q1 		$2.29M Buy
9,004
+250
+3% +$65.1K 0.97% 12
2025
Q4 		$2.38M Buy
8,754
+434
+5% +$117K 0.94% 14
2025
Q3 		$2.12M Buy
8,320
+5
+0.1% +$1.13K 0.86% 17
2025
Q2 		$1.71M Buy
8,315
+64
+0.8% +$12.9K 0.79% 17
2025
Q1 		$1.83M Buy
8,251
+283
+4% +$65.6K 0.99% 16
2024
Q4 		$2M Buy
7,968
+669
+9% +$158K 1.07% 14
2024
Q3 		$1.7M Buy
7,299
+277
+4% +$61.9K 0.8% 16
2024
Q2 		$1.48M Buy
7,022
+1,043
+17% +$195K 0.77% 13
2024
Q1 		$1.03M Sell
5,979
-77
-1% -$14K 0.56% 18
2023
Q4 		$1.17M Buy
6,056
+193
+3% +$35.6K 0.66% 15
2023
Q3 		$1M Buy
5,863
+1,103
+23% +$202K 0.62% 16
2023
Q2 		$923K Sell
4,760
-1,779
-27% -$310K 0.61% 13
2023
Q1 		$1.08M Sell
6,539
-966
-13% -$143K 0.7% 13
2022
Q4 		$975K Buy
7,505
+404
+6% +$57.7K 0.62% 14
2022
Q3 		$981K Buy
7,101
+53
+0.8% +$8.32K 0.68% 12
2022
Q2 		$964K Buy
7,048
+1,103
+19% +$167K 0.71% 11
2022
Q1 		$1.04M Sell
5,945
-1,799
-23% -$303K 0.67% 10
2021
Q4 		$1.38M Buy
7,744
+452
+6% +$71.4K 1.01% 10
2021
Q3 		$1.03M Hold
7,292
– – 0.8% 14
2021
Q2 		$1.04M Buy
7,292
+190
+3% +$24.6K 0.79% 15
2021
Q1 		$949K Buy
7,102
+811
+13% +$104K 0.75% 15
2020
Q4 		$835K Buy
+6,291
New +$757K 0.76% 16

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

ACT Advisors's AAPL Position: Q2 2026 in Review

ACT Advisors increased its Apple (AAPL) stake by 16% in Q2 2026, buying an estimated $404K and bringing the position to 10,416 shares worth $3.01M. The position accounts for 1% of the portfolio, ranked #13.

ACT Advisors first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 3,161 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • ACT Advisors held 10,416 shares of Apple worth $3.01M as of Q2 2026.
  • ACT Advisors bought 1,412 Apple shares in Q2 2026, an estimated $404K.
  • Apple made up 1% of ACT Advisors's portfolio in Q2 2026, its #13 holding.
  • ACT Advisors first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 3,161 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on ACT Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.