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Aprio Wealth Management’s Apple AAPL Stock Holding History

Aprio Wealth Management’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 		$28.1M Sell
97,228
-324
-0.3% -$92.7K 1.39% 13
2026
Q1 		$24.8M Buy
97,552
+2,132
+2% +$555K 1.35% 15
2025
Q4 		$25.9M Buy
95,420
+23,112
+32% +$6.2M 1.49% 15
2025
Q3 		$18.4M Buy
72,308
+6,603
+10% +$1.49M 1.83% 11
2025
Q2 		$13.5M Buy
65,705
+5,094
+8% +$1.03M 1.52% 17
2025
Q1 		$13.5M Buy
60,611
+4,389
+8% +$1.02M 1.69% 12
2024
Q4 		$14.1M Buy
56,222
+8,229
+17% +$1.94M 2.05% 12
2024
Q3 		$11.2M Buy
47,993
+13,245
+38% +$2.96M 1.79% 12
2024
Q2 		$7.32M Buy
34,748
+52
+0.1% +$9.7K 1.33% 15
2024
Q1 		$5.95M Buy
34,696
+9,369
+37% +$1.7M 1.17% 21
2023
Q4 		$4.88M Buy
25,327
+2,789
+12% +$515K 1.09% 24
2023
Q3 		$3.86M Buy
22,538
+302
+1% +$55.4K 1.06% 22
2023
Q2 		$4.31M Sell
22,236
-914
-4% -$159K 1.18% 15
2023
Q1 		$3.82M Buy
23,150
+3,931
+20% +$580K 1.18% 15
2022
Q4 		$2.5M Sell
19,219
-1,086
-5% -$155K 0.88% 21
2022
Q3 		$2.81M Buy
20,305
+375
+2% +$58.9K 1.13% 22
2022
Q2 		$2.73M Buy
19,930
+2,975
+18% +$451K 1.09% 21
2022
Q1 		$2.96M Buy
16,955
+447
+3% +$75.2K 1.13% 22
2021
Q4 		$2.93M Sell
16,508
-403
-2% -$63.7K 1.23% 22
2021
Q3 		$2.39M Buy
16,911
+928
+6% +$137K 1.09% 25
2021
Q2 		$2.19M Buy
+15,983
New +$2.07M 1.04% 22
2020
Q4 		$2.14M Sell
16,126
-5,715
-26% -$687K 1.41% 19
2020
Q3 		$2.53M Buy
21,841
+6,033
+38% +$658K 1.79% 13
2020
Q2 		$1.44M Sell
15,808
-488
-3% -$37.8K 1.39% 15
2020
Q1 		$1.04M Buy
16,296
+4,736
+41% +$348K 1.31% 15
2019
Q4 		$849K Buy
+11,560
New +$744K 0.63% 24

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Aprio Wealth Management's AAPL Position: Q2 2026 in Review

Aprio Wealth Management reduced its Apple (AAPL) stake by 0.33% in Q2 2026, selling an estimated $92.7K and leaving 97,228 shares worth $28.1M. The position accounts for 1.39% of the portfolio, ranked #13.

Aprio Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. 2,778 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Aprio Wealth Management held 97,228 shares of Apple worth $28.1M as of Q2 2026.
  • Aprio Wealth Management sold 324 Apple shares in Q2 2026, an estimated $92.7K.
  • Apple made up 1.39% of Aprio Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Aprio Wealth Management first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • 2,778 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.