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Act Wealth Management’s Apple AAPL Stock Holding History

Act 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 		$6.89M Sell
23,801
-315
-1% -$90.1K 2.02% 13
2026
Q1 		$6.12M Sell
24,116
-361
-1% -$94K 2.06% 13
2025
Q4 		$6.65M Sell
24,477
-466
-2% -$125K 2.18% 13
2025
Q3 		$6.35M Sell
24,943
-1,842
-7% -$416K 2.23% 12
2025
Q2 		$5.5M Buy
26,785
+602
+2% +$122K 2.32% 11
2025
Q1 		$5.82M Sell
26,183
-1,527
-6% -$354K 2.63% 11
2024
Q4 		$6.94M Sell
27,710
-142
-0.5% -$33.5K 3.24% 10
2024
Q3 		$6.49M Sell
27,852
-1,146
-4% -$256K 2.88% 10
2024
Q2 		$6.11M Sell
28,998
-1
-0% -$186 3.01% 10
2024
Q1 		$4.97M Sell
28,999
-966
-3% -$176K 2.51% 10
2023
Q4 		$5.77M Sell
29,965
-175
-0.6% -$32.3K 3.11% 9
2023
Q3 		$5.16M Sell
30,140
-2,511
-8% -$460K 3.46% 9
2023
Q2 		$6.33M Sell
32,651
-345
-1% -$60.1K 3.56% 8
2023
Q1 		$5.44M Sell
32,996
-476
-1% -$70.2K 3.24% 8
2022
Q4 		$4.35M Buy
33,472
+252
+0.8% +$36K 2.75% 10
2022
Q3 		$4.59M Sell
33,220
-4,885
-13% -$767K 3.28% 8
2022
Q2 		$5.21M Buy
38,105
+3,528
+10% +$534K 3.41% 8
2022
Q1 		$6.04M Sell
34,577
-192
-0.6% -$32.3K 3.43% 9
2021
Q4 		$6.17M Sell
34,769
-530
-2% -$83.8K 3.55% 8
2021
Q3 		$4.83M Hold
35,299
– – 2.99% 8
2021
Q2 		$4.83M Sell
35,299
-709
-2% -$91.9K 2.98% 8
2021
Q1 		$4.4M Buy
36,008
+5,275
+17% +$677K 2.84% 8
2020
Q4 		$4.08M Buy
+30,733
New +$3.7M 2.62% 8

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
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

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

Act Wealth Management reduced its Apple (AAPL) stake by 1.3% in Q2 2026, selling an estimated $90.1K and leaving 23,801 shares worth $6.89M. The position accounts for 2.02% of the portfolio, ranked #13.

Act Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.94M in Q4 2024. 1,933 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Act Wealth Management held 23,801 shares of Apple worth $6.89M as of Q2 2026.
  • Act Wealth Management sold 315 Apple shares in Q2 2026, an estimated $90.1K.
  • Apple made up 2.02% of Act Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Act Wealth Management first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • Act Wealth Management's Apple position peaked at $6.94M in Q4 2024.
  • 1,933 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Act Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.