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Amplius Wealth Advisors’s Apple AAPL Stock Holding History

Amplius Wealth Advisors’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 		$14M Buy
48,267
+1,189
+3% +$340K 1.02% 21
2026
Q1 		$11.9M Sell
47,078
-470
-1% -$122K 1% 24
2025
Q4 		$12.9M Sell
47,548
-943
-2% -$253K 1.08% 20
2025
Q3 		$12.3M Sell
48,491
-14,465
-23% -$3.27M 1.07% 21
2025
Q2 		$12.9M Buy
62,956
+3,568
+6% +$721K 1.2% 23
2025
Q1 		$13.2M Sell
59,388
-375
-0.6% -$86.9K 1.37% 22
2024
Q4 		$15M Buy
59,763
+600
+1% +$141K 1.53% 22
2024
Q3 		$13.8M Buy
59,163
+385
+0.7% +$86K 1.5% 22
2024
Q2 		$12.4M Sell
58,778
-1,380
-2% -$257K 1.38% 24
2024
Q1 		$10.3M Buy
60,158
+501
+0.8% +$91.1K 1.16% 24
2023
Q4 		$11.5M Buy
59,657
+4,388
+8% +$810K 1.39% 25
2023
Q3 		$9.46M Sell
55,269
-785
-1% -$144K 1.27% 24
2023
Q2 		$10.9M Sell
56,054
-1,815
-3% -$316K 1.46% 19
2023
Q1 		$9.54M Buy
57,869
+132
+0.2% +$19.5K 1.37% 21
2022
Q4 		$7.5M Buy
57,737
+3,089
+6% +$441K 1.2% 24
2022
Q3 		$7.55M Buy
54,648
+2,445
+5% +$384K 1.35% 22
2022
Q2 		$7.14M Sell
52,203
-1,413
-3% -$214K 1.15% 25
2022
Q1 		$9.36M Sell
53,616
-2,755
-5% -$463K 1.44% 19
2021
Q4 		$10M Buy
+56,371
New +$8.91M 1.38% 18

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Amplius Wealth Advisors's AAPL Position: Q2 2026 in Review

Amplius Wealth Advisors increased its Apple (AAPL) stake by 2.5% in Q2 2026, buying an estimated $340K and bringing the position to 48,267 shares worth $14M. The position accounts for 1.02% of the portfolio, ranked #21.

Amplius Wealth Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $15M in Q4 2024. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Amplius Wealth Advisors held 48,267 shares of Apple worth $14M as of Q2 2026.
  • Amplius Wealth Advisors bought 1,189 Apple shares in Q2 2026, an estimated $340K.
  • Apple made up 1.02% of Amplius Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • Amplius Wealth Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's Apple position peaked at $15M in Q4 2024.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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