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Atlas Wealth Partners’s Apple AAPL Stock Holding History

Atlas Wealth Partners’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 		$1.17M Sell
4,047
-495
-11% -$142K 1.28% 17
2026
Q1 		$1.15M Sell
4,542
-20
-0.4% -$5.21K 1.19% 17
2025
Q4 		$1.24M Sell
4,562
-570
-11% -$153K 1.36% 16
2025
Q3 		$1.31M Sell
5,132
-300
-6% -$67.8K 1.33% 15
2025
Q2 		$1.11M Sell
5,432
-139
-2% -$28.1K 1.29% 14
2025
Q1 		$1.24M Sell
5,571
-365
-6% -$84.6K 1.53% 12
2024
Q4 		$1.49M Sell
5,936
-74
-1% -$17.4K 1.88% 10
2024
Q3 		$1.4M Sell
6,010
-60
-1% -$13.4K 2.13% 9
2024
Q2 		$1.28M Buy
+6,070
New +$1.13M 5.41% 4
2024
Q1 		– Sell
-5,119
Closed -$985K – 19
2023
Q4 		$985K Sell
5,119
-700
-12% -$129K 5.44% 4
2023
Q3 		$979K Sell
5,819
-517
-8% -$94.8K 5.63% 4
2023
Q2 		$1.22M Buy
+6,336
New +$1.1M 3.5% 7

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Atlas Wealth Partners's AAPL Position: Q2 2026 in Review

Atlas Wealth Partners reduced its Apple (AAPL) stake by 11% in Q2 2026, selling an estimated $142K and leaving 4,047 shares worth $1.17M. The position accounts for 1.28% of the portfolio, ranked #17.

Atlas Wealth Partners first reported a position in AAPL in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.49M in Q4 2024. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Atlas Wealth Partners held 4,047 shares of Apple worth $1.17M as of Q2 2026.
  • Atlas Wealth Partners sold 495 Apple shares in Q2 2026, an estimated $142K.
  • Apple made up 1.28% of Atlas Wealth Partners's portfolio in Q2 2026, its #17 holding.
  • Atlas Wealth Partners first reported a position in Apple in Q2 2023 and has held it in 12 quarters since.
  • Atlas Wealth Partners's Apple position peaked at $1.49M in Q4 2024.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Atlas Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.