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Baker Tilly Wealth Management’s Apple AAPL Stock Holding History

Baker Tilly 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 		$8.8M Buy
30,407
+607
+2% +$174K 1.87% 11
2026
Q1 		$7.56M Buy
29,800
+1,525
+5% +$397K 1.84% 11
2025
Q4 		$7.69M Buy
28,275
+2,337
+9% +$627K 1.89% 10
2025
Q3 		$6.6M Buy
25,938
+1,628
+7% +$368K 1.49% 16
2025
Q2 		$4.99M Sell
24,310
-1,296
-5% -$262K 1.78% 12
2025
Q1 		$5.69M Buy
25,606
+224
+0.9% +$51.9K 2.23% 8
2024
Q4 		$6.36M Buy
25,382
+783
+3% +$185K 2.49% 6
2024
Q3 		$5.73M Sell
24,599
-15,477
-39% -$3.46M 2.54% 6
2024
Q2 		$8.44M Sell
40,076
-31,432
-44% -$5.86M 3.45% 3
2024
Q1 		$12.3M Sell
71,508
-8,219
-10% -$1.49M 2.22% 6
2023
Q4 		$15.3M Sell
79,727
-4,710
-6% -$870K 2.52% 6
2023
Q3 		$14.5M Sell
84,437
-42,273
-33% -$7.75M 2.38% 6
2023
Q2 		$24.6M Sell
126,710
-6,068
-5% -$1.06M 2.58% 4
2023
Q1 		$21.9M Sell
132,778
-14,497
-10% -$2.14M 2.46% 4
2022
Q4 		$19.1M Buy
147,275
+2,940
+2% +$420K 2.36% 4
2022
Q3 		$19.9M Sell
144,335
-3,610
-2% -$567K 2.72% 5
2022
Q2 		$20.2M Buy
147,945
+2,930
+2% +$444K 2.65% 4
2022
Q1 		$25.3M Sell
145,015
-9,329
-6% -$1.57M 2.8% 4
2021
Q4 		$27.4M Buy
154,344
+4,240
+3% +$670K 2.94% 4
2021
Q3 		$21.2M Buy
150,104
+16,270
+12% +$2.4M 2.81% 4
2021
Q2 		$18.3M Buy
133,834
+17,508
+15% +$2.27M 2.96% 3
2021
Q1 		$14.2M Buy
116,326
+10,423
+10% +$1.34M 2.91% 2
2020
Q4 		$14.1M Buy
+105,903
New +$12.7M 4.34% 1

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Baker Tilly Wealth Management's AAPL Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Apple (AAPL) stake by 2% in Q2 2026, buying an estimated $174K and bringing the position to 30,407 shares worth $8.8M. The position accounts for 1.87% of the portfolio, ranked #11.

Baker Tilly Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $27.4M in Q4 2021. 1,750 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Baker Tilly Wealth Management held 30,407 shares of Apple worth $8.8M as of Q2 2026.
  • Baker Tilly Wealth Management bought 607 Apple shares in Q2 2026, an estimated $174K.
  • Apple made up 1.87% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Baker Tilly Wealth Management first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Apple position peaked at $27.4M in Q4 2021.
  • 1,750 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.