Broadwater Capital’s Apple AAPL Stock Holding History

Broadwater Capital’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	$13.5M	Sell	46,691 -40	-0.1%	-$11.4K	9.8%	1
2026 Q1	$12.7M	Hold	46,731	–	–	9.49%	2
2025 Q4	$12.7M	Sell	46,731 -463	-1%	-$124K	9.49%	2
2025 Q3	$12M	Sell	47,194 -9,656,116	-100%	-$2.18B	8.79%	2
2025 Q2	$9.7B	Buy	9,703,310 +9,651,617	+18,671%	+$1.95B	7.55%	2
2025 Q1	$11.5M	Sell	51,693 -2,195	-4%	-$509K	8.99%	2
2024 Q4	$13.5M	Sell	53,888 -703	-1%	-$166K	10.34%	2
2024 Q3	$12.7M	Sell	54,591 -1,109	-2%	-$248K	9.37%	2
2024 Q2	$11.7M	Sell	55,700 -880	-2%	-$164K	9.04%	2
2024 Q1	$9.7M	Sell	56,580 -4,130	-7%	-$751K	7.45%	2
2023 Q4	$11.7M	Buy	+60,710	New	+$11.2M	9.16%	2

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Broadwater Capital's AAPL Position: Q2 2026 in Review

Broadwater Capital reduced its Apple (AAPL) stake by 0.09% in Q2 2026, selling an estimated $11.4K and leaving 46,691 shares worth $13.5M. The position accounts for 9.8% of the portfolio, ranked #1.

Broadwater Capital first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.7B in Q2 2025. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Broadwater Capital held 46,691 shares of Apple worth $13.5M as of Q2 2026.
Broadwater Capital sold 40 Apple shares in Q2 2026, an estimated $11.4K.
Apple made up 9.8% of Broadwater Capital's portfolio in Q2 2026, its #1 holding.
Broadwater Capital first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
Broadwater Capital's Apple position peaked at $9.7B in Q2 2025.
2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.