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Brown Wealth Management’s Apple AAPL Stock Holding History

Brown Wealth Management’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 		$5.78M Buy
19,963
+835
+4% +$239K 1.29% 19
2026
Q1 		$4.85M Buy
19,128
+1,245
+7% +$324K 1.25% 22
2025
Q4 		$4.86M Buy
17,883
+2,254
+14% +$605K 1.28% 23
2025
Q3 		$3.98M Buy
15,629
+2,522
+19% +$570K 1.12% 26
2025
Q2 		$2.69M Buy
13,107
+1,201
+10% +$243K 0.84% 28
2025
Q1 		$2.64M Buy
11,906
+3,463
+41% +$802K 0.91% 29
2024
Q4 		$2.11M Buy
8,443
+380
+5% +$89.6K 0.75% 28
2024
Q3 		$1.88M Buy
8,063
+606
+8% +$135K 0.68% 29
2024
Q2 		$1.57M Buy
7,457
+48
+0.6% +$8.95K 0.63% 32
2024
Q1 		$1.27M Buy
7,409
+8
+0.1% +$1.46K 0.53% 33
2023
Q4 		$1.42M Buy
7,401
+2
+0% +$369 0.63% 31
2023
Q3 		$1.27M Sell
7,399
-710
-9% -$130K 0.6% 33
2023
Q2 		$1.57M Buy
+8,109
New +$1.41M 0.81% 31

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

Brown Wealth Management's AAPL Position: Q2 2026 in Review

Brown Wealth Management increased its Apple (AAPL) stake by 4.4% in Q2 2026, buying an estimated $239K and bringing the position to 19,963 shares worth $5.78M. The position accounts for 1.29% of the portfolio, ranked #19.

Brown Wealth Management first reported a position in AAPL in Q2 2023 and has held it in 13 quarters since. 1,520 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Brown Wealth Management held 19,963 shares of Apple worth $5.78M as of Q2 2026.
  • Brown Wealth Management bought 835 Apple shares in Q2 2026, an estimated $239K.
  • Apple made up 1.29% of Brown Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Brown Wealth Management first reported a position in Apple in Q2 2023 and has held it in 13 quarters since.
  • 1,520 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.