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Bannerman Wealth Management Group’s Apple AAPL Stock Holding History

Bannerman Wealth Management Group’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 		$1M Buy
3,463
+487
+16% +$139K 0.58% 17
2026
Q1 		$755K Buy
2,976
+513
+21% +$134K 0.51% 18
2025
Q4 		$670K Buy
2,463
+294
+14% +$78.9K 0.47% 21
2025
Q3 		$552K Buy
2,169
+353
+19% +$79.7K 0.41% 22
2025
Q2 		$373K Buy
1,816
+472
+35% +$95.3K 0.29% 28
2025
Q1 		$299K Buy
+1,344
New +$311K 0.24% 28

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Bannerman Wealth Management Group's AAPL Position: Q2 2026 in Review

Bannerman Wealth Management Group increased its Apple (AAPL) stake by 16% in Q2 2026, buying an estimated $139K and bringing the position to 3,463 shares worth $1M. The position accounts for 0.58% of the portfolio, ranked #17.

Bannerman Wealth Management Group first reported a position in AAPL in Q1 2025 and has held it in 6 quarters since. 3,185 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Bannerman Wealth Management Group held 3,463 shares of Apple worth $1M as of Q2 2026.
  • Bannerman Wealth Management Group bought 487 Apple shares in Q2 2026, an estimated $139K.
  • Apple made up 0.58% of Bannerman Wealth Management Group's portfolio in Q2 2026, its #17 holding.
  • Bannerman Wealth Management Group first reported a position in Apple in Q1 2025 and has held it in 6 quarters since.
  • 3,185 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Bannerman Wealth Management Group's 13F filing for Q2 2026, filed 8 Jul 2026.