B. Riley Wealth Advisors’s Apple AAPL Stock Holding History

B. Riley Wealth Advisors’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 Q1	–	Sell	-18,460	Closed	-$5.02M	–	902
2025 Q4	$5.02M	Sell	18,460 -2,780,040	-99%	-$746M	0.23%	92
2025 Q3	$7.13M	Buy	2,798,500 +2,790,610	+35,369%	+$630M	0.33%	56
2025 Q2	$1.62M	Buy	+7,890	New	+$1.59M	0.08%	250

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

B. Riley Wealth Advisors's AAPL Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Apple (AAPL) stake by 2% in Q2 2026, buying an estimated $1.29M and bringing the position to 227,727 shares worth $64.2M. The position accounts for 3.44% of the portfolio, ranked #2.

B. Riley Wealth Advisors first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $266M in Q2 2023. 2,365 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

B. Riley Wealth Advisors held 227,727 shares of Apple worth $64.2M as of Q2 2026.
B. Riley Wealth Advisors bought 4,515 Apple shares in Q2 2026, an estimated $1.29M.
Apple made up 3.44% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #2 holding.
B. Riley Wealth Advisors first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
B. Riley Wealth Advisors's Apple position peaked at $266M in Q2 2023.
2,365 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.