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ARS Wealth Advisors Group’s Apple AAPL Stock Holding History

ARS Wealth Advisors Group’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 		$51.8M Buy
179,048
+1,348
+0.8% +$386K 4.06% 4
2026
Q1 		$45.1M Buy
177,700
+2,126
+1% +$553K 3.81% 3
2025
Q4 		$47.7M Sell
175,574
-631
-0.4% -$169K 4.3% 4
2025
Q3 		$44.9M Sell
176,205
-1,893
-1% -$428K 4.43% 4
2025
Q2 		$36.5M Buy
+178,098
New +$36M 4.21% 5
2024
Q4 		– Sell
-179,334
Closed -$41.8M – 163
2024
Q3 		$41.8M Buy
179,334
+1,492
+0.8% +$333K 5.13% 3
2024
Q2 		$37.5M Sell
177,842
-4,911
-3% -$916K 4.86% 3
2024
Q1 		$31.3M Buy
182,753
+582
+0.3% +$106K 4.23% 4
2023
Q4 		$35.1M Sell
182,171
-8,347
-4% -$1.54M 5.2% 3
2023
Q3 		$32.6M Sell
190,518
-5,641
-3% -$1.03M 5.35% 3
2023
Q2 		$38M Buy
+196,159
New +$34.2M 6.04% 2
2023
Q1 		– Sell
-191,590
Closed -$24.9M – 124
2022
Q4 		$24.9M Sell
191,590
-26,558
-12% -$3.8M 4.1% 4
2022
Q3 		$30.1M Buy
218,148
+7,138
+3% +$1.12M 4.6% 4
2022
Q2 		$28.8M Buy
211,010
+43,124
+26% +$6.53M 3.96% 4
2022
Q1 		$29.3M Sell
167,886
-7,608
-4% -$1.28M 5.11% 4
2021
Q4 		$31.2M Sell
175,494
-3,504
-2% -$554K 5.23% 4
2021
Q3 		$25.3M Buy
+178,998
New +$26.4M 4.6% 5

Other funds holding AAPL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

ARS Wealth Advisors Group's AAPL Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its Apple (AAPL) stake by 0.76% in Q2 2026, buying an estimated $386K and bringing the position to 179,048 shares worth $51.8M. The position accounts for 4.06% of the portfolio, ranked #4.

ARS Wealth Advisors Group first reported a position in AAPL in Q3 2021 and has held it in 17 quarters since. 3,477 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • ARS Wealth Advisors Group held 179,048 shares of Apple worth $51.8M as of Q2 2026.
  • ARS Wealth Advisors Group bought 1,348 Apple shares in Q2 2026, an estimated $386K.
  • Apple made up 4.06% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #4 holding.
  • ARS Wealth Advisors Group first reported a position in Apple in Q3 2021 and has held it in 17 quarters since.
  • 3,477 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.