BankPlus Wealth Management’s Apple AAPL Stock Holding History

BankPlus 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	$6.8M	Sell	23,495 -15	-0.1%	-$4.29K	3.06%	5
2026 Q1	$5.97M	Sell	23,510 -1,217	-5%	-$317K	3.08%	5
2025 Q4	$6.72M	Sell	24,727 -197	-0.8%	-$52.9K	3.71%	4
2025 Q3	$6.35M	Buy	24,924 +1,401	+6%	+$316K	3.74%	4
2025 Q2	$4.83M	Sell	23,523 -300	-1%	-$60.6K	3.2%	4
2025 Q1	$5.29M	Sell	23,823 -578	-2%	-$134K	3.89%	4
2024 Q4	$6.11M	Buy	+24,401	New	+$5.75M	4.55%	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

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

BankPlus Wealth Management reduced its Apple (AAPL) stake by 0.06% in Q2 2026, selling an estimated $4.29K and leaving 23,495 shares worth $6.8M. The position accounts for 3.06% of the portfolio, ranked #5.

BankPlus Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

BankPlus Wealth Management held 23,495 shares of Apple worth $6.8M as of Q2 2026.
BankPlus Wealth Management sold 15 Apple shares in Q2 2026, an estimated $4.29K.
Apple made up 3.06% of BankPlus Wealth Management's portfolio in Q2 2026, its #5 holding.
BankPlus Wealth Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.