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Beta Wealth Group’s Apple AAPL Stock Holding History

Beta Wealth 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 		$3.97M Buy
13,716
+1,245
+10% +$356K 1.49% 20
2026
Q1 		$3.16M Sell
12,471
-6,716
-35% -$1.75M 1.31% 22
2025
Q4 		$5.22M Sell
19,187
-1,700
-8% -$456K 2.1% 16
2025
Q3 		$5.32M Sell
20,887
-989
-5% -$223K 2.1% 17
2025
Q2 		$4.49M Buy
21,876
+2,374
+12% +$479K 1.64% 23
2025
Q1 		$4.33M Sell
19,502
-670
-3% -$155K 1.56% 22
2024
Q4 		$5.05M Sell
20,172
-582
-3% -$137K 2.23% 12
2024
Q3 		$4.84M Sell
20,754
-1,086
-5% -$243K 2.18% 14
2024
Q2 		$4.6M Sell
21,840
-4,689
-18% -$874K 2.18% 14
2024
Q1 		$4.55M Buy
26,529
+1,185
+5% +$215K 2.21% 15
2023
Q4 		$4.88M Sell
25,344
-3,085
-11% -$570K 2.56% 11
2023
Q3 		$4.87M Sell
28,429
-226
-0.8% -$41.4K 2.88% 9
2023
Q2 		$5.56M Sell
28,655
-2,756
-9% -$480K 3.21% 9
2023
Q1 		$5.18M Buy
31,411
+1,459
+5% +$215K 2.96% 11
2022
Q4 		$3.89M Buy
29,952
+1,615
+6% +$231K 2.61% 12
2022
Q3 		$3.92M Sell
28,337
-5,775
-17% -$906K 2.82% 12
2022
Q2 		$4.66M Buy
34,112
+25,286
+286% +$3.83M 3.13% 9
2022
Q1 		$1.5M Sell
8,826
-7,134
-45% -$1.2M 1.01% 29
2021
Q4 		$2.26M Hold
15,960
– – 1.63% 23
2021
Q3 		$2.26M Buy
15,960
+873
+6% +$129K 1.63% 23
2021
Q2 		$2.07M Buy
15,087
+863
+6% +$112K 1.44% 24
2021
Q1 		$1.74M Buy
14,224
+2,028
+17% +$260K 1.26% 25
2020
Q4 		$1.62M Buy
+12,196
New +$1.47M 1.39% 22

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Beta Wealth Group's AAPL Position: Q2 2026 in Review

Beta Wealth Group increased its Apple (AAPL) stake by 10% in Q2 2026, buying an estimated $356K and bringing the position to 13,716 shares worth $3.97M. The position accounts for 1.49% of the portfolio, ranked #20.

Beta Wealth Group first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.56M in Q2 2023. 2,777 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Beta Wealth Group held 13,716 shares of Apple worth $3.97M as of Q2 2026.
  • Beta Wealth Group bought 1,245 Apple shares in Q2 2026, an estimated $356K.
  • Apple made up 1.49% of Beta Wealth Group's portfolio in Q2 2026, its #20 holding.
  • Beta Wealth Group first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • Beta Wealth Group's Apple position peaked at $5.56M in Q2 2023.
  • 2,777 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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