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Barnes Wealth Management Group’s Apple AAPL Stock Holding History

Barnes 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 		$6.77M Buy
23,395
+27
+0.1% +$7.72K 3.13% 4
2026
Q1 		$5.93M Buy
23,368
+4,516
+24% +$1.18M 3.01% 6
2025
Q4 		$5.13M Buy
18,852
+159
+0.9% +$42.7K 2.74% 6
2025
Q3 		$4.76M Sell
18,693
-10
-0.1% -$2.26K 2.62% 6
2025
Q2 		$3.84M Buy
18,703
+216
+1% +$43.6K 2.27% 9
2025
Q1 		$4.11M Sell
18,487
-4
-0% -$927 2.64% 6
2024
Q4 		$4.63M Buy
+18,491
New +$4.36M 3.11% 5

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Barnes Wealth Management Group increased its Apple (AAPL) stake by 0.12% in Q2 2026, buying an estimated $7.72K and bringing the position to 23,395 shares worth $6.77M. The position accounts for 3.13% of the portfolio, ranked #4.

Barnes Wealth Management Group first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 2,399 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Barnes Wealth Management Group held 23,395 shares of Apple worth $6.77M as of Q2 2026.
  • Barnes Wealth Management Group bought 27 Apple shares in Q2 2026, an estimated $7.72K.
  • Apple made up 3.13% of Barnes Wealth Management Group's portfolio in Q2 2026, its #4 holding.
  • Barnes Wealth Management Group first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 2,399 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.