AC
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Apella Capital’s Apple AAPL Stock Holding History

Apella Capital’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 		$105M Buy
337,158
+11,593
+4% +$3.32M 1.48% 17
2026
Q1 		$88M Buy
325,565
+71,094
+28% +$18.5M 1.31% 17
2025
Q4 		$69.2M Buy
254,471
+60,182
+31% +$16.2M 1.37% 15
2025
Q3 		$48.1M Buy
194,289
+9,923
+5% +$2.24M 1.07% 21
2025
Q2 		$38.7M Buy
184,366
+70,529
+62% +$14.2M 1.05% 23
2025
Q1 		$22.6M Buy
113,837
+35,328
+45% +$8.18M 0.78% 30
2024
Q4 		$19.7M Sell
78,509
-563
-0.7% -$133K 0.75% 28
2024
Q3 		$17.9M Buy
79,072
+1,255
+2% +$280K 0.74% 31
2024
Q2 		$17.8M Buy
77,817
+10,293
+15% +$1.92M 0.8% 32
2024
Q1 		$11.5M Sell
67,524
-1,016
-1% -$185K 0.58% 41
2023
Q4 		$12.5M Buy
68,540
+1,671
+2% +$309K 0.69% 34
2023
Q3 		$11.4M Buy
66,869
+147
+0.2% +$27K 0.81% 31
2023
Q2 		$12.9M Buy
+66,722
New +$11.6M 0.92% 29
2022
Q4 		$8.41M Buy
64,746
+1,174
+2% +$168K 0.77% 34
2022
Q3 		$8.79M Buy
63,572
+4,808
+8% +$755K 1.02% 25
2022
Q2 		$8.03M Buy
58,764
+59
+0.1% +$8.94K 0.96% 27
2022
Q1 		$10.3M Buy
58,705
+10,948
+23% +$1.84M 1.44% 19
2021
Q4 		$8.48M Sell
47,757
-1,077
-2% -$170K 1.08% 27
2021
Q3 		$6.91M Sell
48,834
-2,990
-6% -$440K 0.99% 26
2021
Q2 		$7.1M Sell
51,824
-2,388
-4% -$309K 1.17% 20
2021
Q1 		$6.62M Buy
54,212
+10,814
+25% +$1.39M 2.09% 13
2020
Q4 		$5.76M Sell
43,398
-9,676
-18% -$1.16M 2.02% 14
2020
Q3 		$6.15M Buy
53,074
+10,002
+23% +$1.09M 2.47% 10
2020
Q2 		$3.93M Buy
43,072
+1,492
+4% +$116K 1.83% 15
2020
Q1 		$2.64M Buy
+41,580
New +$3.06M 1.54% 16

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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Apella Capital's AAPL Position: Q2 2026 in Review

Apella Capital increased its Apple (AAPL) stake by 3.6% in Q2 2026, buying an estimated $3.32M and bringing the position to 337,158 shares worth $105M. The position accounts for 1.48% of the portfolio, ranked #17.

Apella Capital first reported a position in AAPL in Q1 2020 and has held it in 25 quarters since. 1,520 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Apella Capital held 337,158 shares of Apple worth $105M as of Q2 2026.
  • Apella Capital bought 11,593 Apple shares in Q2 2026, an estimated $3.32M.
  • Apple made up 1.48% of Apella Capital's portfolio in Q2 2026, its #17 holding.
  • Apella Capital first reported a position in Apple in Q1 2020 and has held it in 25 quarters since.
  • 1,520 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.