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Altus Wealth Group’s Apple AAPL Stock Holding History

Altus Wealth Group’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 		$9.72M Buy
33,599
+974
+3% +$279K 3.51% 7
2026
Q1 		$8.28M Buy
32,625
+1,314
+4% +$342K 3.39% 7
2025
Q4 		$8.51M Sell
31,311
-358
-1% -$96.1K 3.4% 6
2025
Q3 		$8.06M Buy
31,669
+1,009
+3% +$228K 3.31% 7
2025
Q2 		$6.29M Buy
30,660
+145
+0.5% +$29.3K 2.78% 8
2025
Q1 		$6.78M Sell
30,515
-1,121
-4% -$260K 3.17% 7
2024
Q4 		$7.92M Buy
31,636
+89
+0.3% +$21K 3.5% 5
2024
Q3 		$7.35M Buy
31,547
+805
+3% +$180K 3.14% 6
2024
Q2 		$6.47M Buy
30,742
+291
+1% +$54.3K 3.24% 6
2024
Q1 		$5.22M Buy
30,451
+266
+0.9% +$48.4K 2.62% 10
2023
Q4 		$5.81M Buy
30,185
+155
+0.5% +$28.6K 3.22% 7
2023
Q3 		$5.14M Sell
30,030
-931
-3% -$171K 3.26% 7
2023
Q2 		$6.01M Buy
30,961
+222
+0.7% +$38.7K 3.69% 6
2023
Q1 		$5.07M Sell
30,739
-161
-0.5% -$23.8K 3.41% 6
2022
Q4 		$4.01M Buy
30,900
+3,285
+12% +$469K 3.05% 6
2022
Q3 		$3.91M Hold
27,615
– – 3.89% 6
2022
Q2 		$3.91M Sell
27,615
-374
-1% -$56.6K 3.89% 6
2022
Q1 		$4.89M Buy
27,989
+187
+0.7% +$31.4K 4% 4
2021
Q4 		$4.94M Buy
27,802
+187
+0.7% +$29.6K 4.07% 5
2021
Q3 		$3.91M Buy
27,615
+951
+4% +$140K 3.89% 6
2021
Q2 		$3.65M Sell
26,664
-40
-0.1% -$5.18K 3.57% 6
2021
Q1 		$3.41M Sell
26,704
-1,219
-4% -$156K 3.39% 6
2020
Q4 		$3.71M Buy
+27,923
New +$3.36M 3.54% 5

Other funds holding AAPL

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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Altus Wealth Group's AAPL Position: Q2 2026 in Review

Altus Wealth Group increased its Apple (AAPL) stake by 3% in Q2 2026, buying an estimated $279K and bringing the position to 33,599 shares worth $9.72M. The position accounts for 3.51% of the portfolio, ranked #7.

Altus Wealth Group first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 2,778 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Altus Wealth Group held 33,599 shares of Apple worth $9.72M as of Q2 2026.
  • Altus Wealth Group bought 974 Apple shares in Q2 2026, an estimated $279K.
  • Apple made up 3.51% of Altus Wealth Group's portfolio in Q2 2026, its #7 holding.
  • Altus Wealth Group first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 2,778 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.