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Broadway Wealth Solutions’s Apple AAPL Stock Holding History

Broadway Wealth Solutions’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 		$2.83M Buy
9,776
+1,497
+18% +$428K 1.32% 14
2026
Q1 		$2.1M Sell
8,279
-217
-3% -$56.5K 1.09% 15
2025
Q4 		$2.31M Sell
8,496
-908
-10% -$244K 1.23% 15
2025
Q3 		$2.39M Buy
9,404
+11
+0.1% +$2.48K 1.34% 13
2025
Q2 		$1.93M Buy
9,393
+1,081
+13% +$218K 1.2% 15
2025
Q1 		$1.85M Buy
8,312
+1,810
+28% +$419K 1.35% 12
2024
Q4 		$1.63M Buy
+6,502
New +$1.53M 1.23% 14

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Broadway Wealth Solutions's AAPL Position: Q2 2026 in Review

Broadway Wealth Solutions increased its Apple (AAPL) stake by 18% in Q2 2026, buying an estimated $428K and bringing the position to 9,776 shares worth $2.83M. The position accounts for 1.32% of the portfolio, ranked #14.

Broadway Wealth Solutions first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 1,392 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Broadway Wealth Solutions held 9,776 shares of Apple worth $2.83M as of Q2 2026.
  • Broadway Wealth Solutions bought 1,497 Apple shares in Q2 2026, an estimated $428K.
  • Apple made up 1.32% of Broadway Wealth Solutions's portfolio in Q2 2026, its #14 holding.
  • Broadway Wealth Solutions first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.