Balance Wealth’s Apple AAPL Stock Holding History

Balance Wealth’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	$3.4M	Buy	11,760 +899	+8%	+$257K	0.91%	24
2026 Q1	$2.76M	Buy	10,861 +1,966	+22%	+$512K	0.86%	29
2025 Q4	$2.42M	Sell	8,895 -423	-5%	-$114K	0.78%	27
2025 Q3	$2.37M	Buy	9,318 +3,292	+55%	+$744K	0.59%	28
2025 Q2	$1.24M	Buy	6,026 +42	+0.7%	+$8.48K	0.72%	39
2025 Q1	$1.33M	Buy	+5,984	New	+$1.39M	0.86%	34

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

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

Balance Wealth's AAPL Position: Q2 2026 in Review

Balance Wealth increased its Apple (AAPL) stake by 8.3% in Q2 2026, buying an estimated $257K and bringing the position to 11,760 shares worth $3.4M. The position accounts for 0.91% of the portfolio, ranked #24.

Balance Wealth first reported a position in AAPL in Q1 2025 and has held it in 6 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Balance Wealth held 11,760 shares of Apple worth $3.4M as of Q2 2026.
Balance Wealth bought 899 Apple shares in Q2 2026, an estimated $257K.
Apple made up 0.91% of Balance Wealth's portfolio in Q2 2026, its #24 holding.
Balance Wealth first reported a position in Apple in Q1 2025 and has held it in 6 quarters since.
2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.