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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
2023
Q2 		– Sell
-3,400
Closed -$561 – 166
2023
Q1 		$561 Buy
+3,400
New +$502K ﹤0.01% 166

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.