Atlantic Edge Private Wealth Management’s Apple AAPL Stock Holding History

Atlantic Edge Private 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	$13.5M	Buy	46,587 +399	+0.9%	+$114K	2.75%	10
2026 Q1	$11.7M	Sell	46,188 -3	-0%	-$781	2.88%	10
2025 Q4	$12.6M	Sell	46,191 -468	-1%	-$126K	3.12%	8
2025 Q3	$11.9M	Sell	46,659 -326	-0.7%	-$73.6K	3.05%	8
2025 Q2	$9.64M	Sell	46,985 -142	-0.3%	-$28.7K	2.64%	9
2025 Q1	$10.5M	Sell	47,127 -199	-0.4%	-$46.1K	3.2%	7
2024 Q4	$11.9M	Buy	47,326 +418	+0.9%	+$98.5K	3.67%	6
2024 Q3	$10.9M	Sell	46,908 -535	-1%	-$119K	3.33%	8
2024 Q2	$9.99M	Sell	47,443 -787	-2%	-$147K	3.34%	9
2024 Q1	$8.27M	Buy	48,230 +8,834	+22%	+$1.61M	2.84%	9
2023 Q4	$7.59M	Buy	+39,396	New	+$7.27M	3.08%	7

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Atlantic Edge Private Wealth Management's AAPL Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its Apple (AAPL) stake by 0.86% in Q2 2026, buying an estimated $114K and bringing the position to 46,587 shares worth $13.5M. The position accounts for 2.75% of the portfolio, ranked #10.

Atlantic Edge Private Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 2,645 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Atlantic Edge Private Wealth Management held 46,587 shares of Apple worth $13.5M as of Q2 2026.
Atlantic Edge Private Wealth Management bought 399 Apple shares in Q2 2026, an estimated $114K.
Apple made up 2.75% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #10 holding.
Atlantic Edge Private Wealth Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
2,645 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.