Antonelli Financial Advisors’s Apple AAPL Stock Holding History

Antonelli Financial 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	$13.1M	Sell	45,274 -2,012	-4%	-$576K	8.98%	4
2026 Q1	$12M	Sell	47,286 -11,440	-19%	-$2.98M	8.29%	4
2025 Q4	$16M	Sell	58,726 -4,060	-6%	-$1.09M	10.5%	3
2025 Q3	$16M	Sell	62,786 -1,277	-2%	-$288K	10.86%	3
2025 Q2	$13.1M	Sell	64,063 -1,741	-3%	-$352K	9.49%	3
2025 Q1	$14.6M	Buy	+65,804	New	+$15.2M	11.77%	3

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

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

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

Antonelli Financial Advisors's AAPL Position: Q2 2026 in Review

Antonelli Financial Advisors reduced its Apple (AAPL) stake by 4.3% in Q2 2026, selling an estimated $576K and leaving 45,274 shares worth $13.1M. The position accounts for 8.98% of the portfolio, ranked #4.

Antonelli Financial Advisors first reported a position in AAPL in Q1 2025 and has held it in 6 quarters since. The position peaked at $16M in Q3 2025. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Antonelli Financial Advisors held 45,274 shares of Apple worth $13.1M as of Q2 2026.
Antonelli Financial Advisors sold 2,012 Apple shares in Q2 2026, an estimated $576K.
Apple made up 8.98% of Antonelli Financial Advisors's portfolio in Q2 2026, its #4 holding.
Antonelli Financial Advisors first reported a position in Apple in Q1 2025 and has held it in 6 quarters since.
Antonelli Financial Advisors's Apple position peaked at $16M in Q3 2025.
2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Antonelli Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.