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Brendel Financial Advisors’s Apple AAPL Stock Holding History

Brendel Financial Advisors’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 		$4.41M Buy
15,257
+445
+3% +$127K 2.04% 19
2026
Q1 		$3.76M Buy
14,812
+463
+3% +$120K 1.86% 25
2025
Q4 		$3.9M Buy
14,349
+175
+1% +$47K 1.92% 22
2025
Q3 		$3.61M Sell
14,174
-1,208
-8% -$273K 1.85% 23
2025
Q2 		$3.16M Buy
15,382
+2,601
+20% +$525K 1.77% 23
2025
Q1 		$2.84M Sell
12,781
-35
-0.3% -$8.11K 1.72% 20
2024
Q4 		$3.21M Buy
12,816
+290
+2% +$68.3K 1.94% 20
2024
Q3 		$2.92M Sell
12,526
-404
-3% -$90.2K 1.66% 23
2024
Q2 		$2.72M Buy
12,930
+247
+2% +$46.1K 1.73% 27
2024
Q1 		$2.17M Buy
12,683
+122
+1% +$22.2K 2.49% 17
2023
Q4 		$2.42M Buy
+12,561
New +$2.32M 1.58% 27
2023
Q2 		– Sell
-15,777
Closed -$2.6M – 44
2023
Q1 		$2.6M Buy
+15,777
New +$2.33M 1.92% 21
2022
Q3 		– Sell
-17,506
Closed -$2.39M – 38
2022
Q2 		$2.39M Sell
17,506
-4,366
-20% -$661K 2.08% 11
2022
Q1 		$3.82M Sell
21,872
-659
-3% -$111K 2.08% 15
2021
Q4 		$4M Buy
+22,531
New +$3.56M 2.07% 14
2021
Q3 		– Sell
-22,992
Closed -$3.15M – 57
2021
Q2 		$3.15M Buy
22,992
+2,156
+10% +$279K 1.73% 16
2021
Q1 		$2.54M Buy
20,836
+17,069
+453% +$2.19M 1.7% 26
2020
Q4 		$500K Sell
3,767
-21,670
-85% -$2.61M 0.34% 59
2020
Q3 		$2.95M Buy
25,437
+21,693
+579% +$2.37M 2.36% 17
2020
Q2 		$341K Sell
3,744
-24
-0.6% -$1.86K 0.29% 70
2020
Q1 		$240K Buy
3,768
+152
+4% +$11.2K 0.28% 67
2019
Q4 		$265K Sell
3,616
-640
-15% -$41.2K 0.23% 75
2019
Q3 		$238K Hold
4,256
– – 0.21% 75
2019
Q2 		$211K Hold
4,256
– – 0.2% 71
2019
Q1 		$202K Buy
+4,256
New +$181K 0.18% 74

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Brendel Financial Advisors's AAPL Position: Q2 2026 in Review

Brendel Financial Advisors increased its Apple (AAPL) stake by 3% in Q2 2026, buying an estimated $127K and bringing the position to 15,257 shares worth $4.41M. The position accounts for 2.04% of the portfolio, ranked #19.

Brendel Financial Advisors first reported a position in AAPL in Q1 2019 and has held it in 25 quarters since. 3,122 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Brendel Financial Advisors held 15,257 shares of Apple worth $4.41M as of Q2 2026.
  • Brendel Financial Advisors bought 445 Apple shares in Q2 2026, an estimated $127K.
  • Apple made up 2.04% of Brendel Financial Advisors's portfolio in Q2 2026, its #19 holding.
  • Brendel Financial Advisors first reported a position in Apple in Q1 2019 and has held it in 25 quarters since.
  • 3,122 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.