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Altus Wealth Management’s Apple AAPL Stock Holding History

Altus 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 		$952K Buy
3,290
+462
+16% +$132K 0.37% 15
2026
Q1 		$718K Sell
2,828
-805
-22% -$210K 0.32% 15
2025
Q4 		$988K Buy
3,633
+1
+0% +$268 0.43% 13
2025
Q3 		$925K Buy
3,632
+467
+15% +$105K 0.41% 14
2025
Q2 		$649K Sell
3,165
-5,255
-62% -$1.06M 0.31% 16
2025
Q1 		$1.87M Sell
8,420
-249
-3% -$57.7K 0.88% 14
2024
Q4 		$2.17M Buy
8,669
+133
+2% +$31.3K 0.97% 11
2024
Q3 		$1.99M Sell
8,536
-972
-10% -$217K 0.93% 11
2024
Q2 		$2M Buy
9,508
+55
+0.6% +$10.3K 0.96% 11
2024
Q1 		$1.62M Buy
9,453
+2,048
+28% +$372K 0.85% 11
2023
Q4 		$1.43M Buy
7,405
+162
+2% +$29.9K 0.85% 12
2023
Q3 		$1.24M Buy
7,243
+1,080
+18% +$198K 0.86% 12
2023
Q2 		$1.2M Sell
6,163
-395
-6% -$68.8K 0.94% 9
2023
Q1 		$1.08M Buy
6,558
+4
+0.1% +$590 0.89% 9
2022
Q4 		$852K Buy
6,554
+5
+0.1% +$715 0.75% 10
2022
Q3 		$905K Sell
6,549
-453
-6% -$71.1K 0.78% 13
2022
Q2 		$957K Buy
7,002
+11
+0.2% +$1.67K 0.74% 14
2022
Q1 		$1.22M Sell
6,991
-281
-4% -$47.3K 0.84% 14
2021
Q4 		$1.29M Buy
7,272
+206
+3% +$32.6K 0.77% 15
2021
Q3 		$1M Sell
7,066
-25
-0.4% -$3.68K 0.63% 15
2021
Q2 		$971K Sell
7,091
-9
-0.1% -$1.17K 0.63% 16
2021
Q1 		$867K Buy
7,100
+287
+4% +$36.8K 0.62% 16
2020
Q4 		$904K Buy
6,813
+77
+1% +$9.26K 0.7% 15
2020
Q3 		$780K Buy
6,736
+80
+1% +$8.73K 0.72% 13
2020
Q2 		$607K Sell
6,656
-28
-0.4% -$2.17K 0.68% 14
2020
Q1 		$425K Buy
6,684
+948
+17% +$69.7K 0.61% 15
2019
Q4 		$421K Buy
+5,736
New +$369K 0.41% 20

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Altus Wealth Management increased its Apple (AAPL) stake by 16% in Q2 2026, buying an estimated $132K and bringing the position to 3,290 shares worth $952K. The position accounts for 0.37% of the portfolio, ranked #15.

Altus Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.17M in Q4 2024. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Altus Wealth Management held 3,290 shares of Apple worth $952K as of Q2 2026.
  • Altus Wealth Management bought 462 Apple shares in Q2 2026, an estimated $132K.
  • Apple made up 0.37% of Altus Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Altus Wealth Management first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • Altus Wealth Management's Apple position peaked at $2.17M in Q4 2024.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Altus Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.