American Capital Advisory’s Apple AAPL Stock Holding History

American Capital Advisory’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	$6.17M	Sell	21,329 -15	-0.1%	-$4.29K	2.25%	9
2026 Q1	$5.42M	Sell	21,344 -1,098	-5%	-$286K	2.19%	8
2025 Q4	$6.1M	Buy	22,442 +85	+0.4%	+$22.8K	2.64%	8
2025 Q3	$5.69M	Sell	22,357 -617	-3%	-$139K	2.64%	8
2025 Q2	$4.71M	Sell	22,974 -738	-3%	-$149K	2.36%	8
2025 Q1	$5.27M	Sell	23,712 -1,277	-5%	-$296K	2.84%	8
2024 Q4	$6.26M	Sell	24,989 -439	-2%	-$103K	3.47%	8
2024 Q3	$5.92M	Buy	25,428 +917	+4%	+$205K	3.43%	7
2024 Q2	$4.72M	Buy	24,511 +2,046	+9%	+$382K	3.37%	6
2024 Q1	$3.7M	Sell	22,465 -2,046	-8%	-$372K	3.23%	5
2023 Q4	$4.72M	Buy	+24,511	New	+$4.53M	3.37%	6

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

American Capital Advisory's AAPL Position: Q2 2026 in Review

American Capital Advisory reduced its Apple (AAPL) stake by 0.07% in Q2 2026, selling an estimated $4.29K and leaving 21,329 shares worth $6.17M. The position accounts for 2.25% of the portfolio, ranked #9.

American Capital Advisory first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.26M in Q4 2024. 2,598 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

American Capital Advisory held 21,329 shares of Apple worth $6.17M as of Q2 2026.
American Capital Advisory sold 15 Apple shares in Q2 2026, an estimated $4.29K.
Apple made up 2.25% of American Capital Advisory's portfolio in Q2 2026, its #9 holding.
American Capital Advisory first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
American Capital Advisory's Apple position peaked at $6.26M in Q4 2024.
2,598 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.