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Alteri Wealth’s Apple AAPL Stock Holding History

Alteri Wealth’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 		$22.3M Buy
76,935
+1,866
+2% +$534K 6.15% 1
2026
Q1 		$19.1M Buy
75,069
+160
+0.2% +$41.6K 6.17% 1
2025
Q4 		$20.4M Buy
74,909
+2,510
+3% +$674K 6.6% 1
2025
Q3 		$18.4M Buy
72,399
+1,204
+2% +$272K 6.33% 2
2025
Q2 		$14.6M Sell
71,195
-815
-1% -$165K 5.67% 2
2025
Q1 		$16M Buy
72,010
+1,254
+2% +$291K 7.04% 1
2024
Q4 		$17.7M Buy
+70,756
New +$16.7M 4.9% 2

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Alteri Wealth's AAPL Position: Q2 2026 in Review

Alteri Wealth increased its Apple (AAPL) stake by 2.5% in Q2 2026, buying an estimated $534K and bringing the position to 76,935 shares worth $22.3M. The position accounts for 6.15% of the portfolio, ranked #1.

Alteri Wealth first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 2,798 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Alteri Wealth held 76,935 shares of Apple worth $22.3M as of Q2 2026.
  • Alteri Wealth bought 1,866 Apple shares in Q2 2026, an estimated $534K.
  • Apple made up 6.15% of Alteri Wealth's portfolio in Q2 2026, its #1 holding.
  • Alteri Wealth first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 2,798 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.