Axxcess Wealth Management’s Apple AAPL Stock Holding History

Axxcess 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	$159M	Buy	561,622 +8,726	+2%	+$2.5M	2.53%	3
2026 Q1	$136M	Buy	+552,896	New	+$144M	4.36%	2
2025 Q4	–	Sell	-551,749	Closed	-$148M	–	1043
2025 Q3	$135M	Buy	+551,749	New	+$125M	2.86%	3
2023 Q4	–	Sell	-403,296	Closed	-$74.5M	–	835
2023 Q3	$66.9M	Buy	403,296 +161,513	+67%	+$29.6M	2.28%	6
2023 Q2	$45M	Buy	+241,783	New	+$42.1M	3.26%	3
2023 Q1	–	Sell	-241,436	Closed	-$35.6M	–	634
2022 Q4	$30.2M	Buy	+241,436	New	+$34.5M	2.49%	3
2022 Q2	–	Sell	-226,339	Closed	-$34.3M	–	537
2022 Q1	$38.5M	Buy	+226,339	New	+$38.1M	3.01%	4

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Axxcess Wealth Management increased its Apple (AAPL) stake by 1.6% in Q2 2026, buying an estimated $2.5M and bringing the position to 561,622 shares worth $159M. The position accounts for 2.53% of the portfolio, ranked #3.

Axxcess Wealth Management first reported a position in AAPL in Q1 2022 and has held it in 7 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Axxcess Wealth Management held 561,622 shares of Apple worth $159M as of Q2 2026.
Axxcess Wealth Management bought 8,726 Apple shares in Q2 2026, an estimated $2.5M.
Apple made up 2.53% of Axxcess Wealth Management's portfolio in Q2 2026, its #3 holding.
Axxcess Wealth Management first reported a position in Apple in Q1 2022 and has held it in 7 quarters since.
3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.