AWC
AAPL icon

Adamsbrown Wealth Consultants’s Apple AAPL Stock Holding History

Adamsbrown Wealth Consultants’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 		$7.31M Sell
25,255
-399
-2% -$114K 1.38% 17
2026
Q1 		$6.51M Sell
25,654
-602
-2% -$157K 1.72% 15
2025
Q4 		$7.14M Buy
26,256
+110
+0.4% +$29.5K 1.99% 14
2025
Q3 		$6.66M Sell
26,146
-355
-1% -$80.2K 1.83% 14
2025
Q2 		$5.44M Buy
26,501
+72
+0.3% +$14.5K 1.58% 14
2025
Q1 		$5.87M Sell
26,429
-1,046
-4% -$242K 1.84% 13
2024
Q4 		$6.88M Sell
27,475
-1,536
-5% -$362K 2.34% 12
2024
Q3 		$6.76M Buy
29,011
+5,600
+24% +$1.25M 2.35% 13
2024
Q2 		$4.93M Buy
23,411
+499
+2% +$93.1K 1.92% 12
2024
Q1 		$3.93M Buy
22,912
+87
+0.4% +$15.8K 1.59% 12
2023
Q4 		$4.39M Buy
22,825
+31
+0.1% +$5.72K 1.91% 13
2023
Q3 		$3.9M Buy
22,794
+128
+0.6% +$23.5K 1.92% 13
2023
Q2 		$4.4M Buy
22,666
+478
+2% +$83.3K 2.32% 13
2023
Q1 		$3.66M Sell
22,188
-38
-0.2% -$5.61K 2.11% 13
2022
Q4 		$2.89M Sell
22,226
-311
-1% -$44.4K 1.75% 13
2022
Q3 		$3.12M Buy
22,537
+3,156
+16% +$495K 2.37% 12
2022
Q2 		$2.65M Buy
19,381
+1,287
+7% +$195K 2.09% 13
2022
Q1 		$3.16M Buy
18,094
+2,290
+14% +$385K 2.5% 8
2021
Q4 		$2.81M Buy
+15,804
New +$2.5M 2.53% 10

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

Adamsbrown Wealth Consultants's AAPL Position: Q2 2026 in Review

Adamsbrown Wealth Consultants reduced its Apple (AAPL) stake by 1.6% in Q2 2026, selling an estimated $114K and leaving 25,255 shares worth $7.31M. The position accounts for 1.38% of the portfolio, ranked #17.

Adamsbrown Wealth Consultants first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Adamsbrown Wealth Consultants held 25,255 shares of Apple worth $7.31M as of Q2 2026.
  • Adamsbrown Wealth Consultants sold 399 Apple shares in Q2 2026, an estimated $114K.
  • Apple made up 1.38% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #17 holding.
  • Adamsbrown Wealth Consultants first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.