Allen Wealth Management’s Apple AAPL Stock Holding History

Allen 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	$2.91M	Sell	10,041 -144	-1%	-$41.2K	1.41%	13
2026 Q1	$2.58M	Sell	10,185 -374	-4%	-$97.3K	1.29%	15
2025 Q4	$2.87M	Buy	10,559 +190	+2%	+$51K	1.73%	12
2025 Q3	$2.64M	Sell	10,369 -488	-4%	-$110K	1.79%	9
2025 Q2	$2.23M	Sell	10,857 -228	-2%	-$46K	1.56%	11
2025 Q1	$2.46M	Buy	11,085 +112	+1%	+$25.9K	1.7%	9
2024 Q4	$2.75M	Buy	10,973 +105	+1%	+$24.7K	1.97%	9
2024 Q3	$2.53M	Buy	10,868 +537	+5%	+$120K	1.76%	11
2024 Q2	$2.18M	Buy	10,331 +37	+0.4%	+$6.9K	1.94%	11
2024 Q1	$1.77M	Sell	10,294 -900	-8%	-$164K	1.56%	15
2023 Q4	$2.16M	Buy	+11,194	New	+$2.07M	2.11%	12

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Allen Wealth Management reduced its Apple (AAPL) stake by 1.4% in Q2 2026, selling an estimated $41.2K and leaving 10,041 shares worth $2.91M. The position accounts for 1.41% of the portfolio, ranked #13.

Allen Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 2,958 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Allen Wealth Management held 10,041 shares of Apple worth $2.91M as of Q2 2026.
Allen Wealth Management sold 144 Apple shares in Q2 2026, an estimated $41.2K.
Apple made up 1.41% of Allen Wealth Management's portfolio in Q2 2026, its #13 holding.
Allen Wealth Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
2,958 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.