BFA
AAPL icon

Buttonwood Financial Advisors’s Apple AAPL Stock Holding History

Buttonwood 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 		$4.17M Sell
14,395
-165
-1% -$47.2K 1.27% 19
2026
Q1 		$3.7M Sell
14,560
-132
-0.9% -$34.4K 1.24% 22
2025
Q4 		$3.99M Sell
14,692
-84
-0.6% -$22.6K 1.33% 18
2025
Q3 		$3.76M Sell
14,776
-79
-0.5% -$17.8K 1.3% 18
2025
Q2 		$3.05M Buy
14,855
+12
+0.1% +$2.42K 1.22% 23
2025
Q1 		$3.3M Buy
14,843
+81
+0.5% +$18.8K 1.45% 19
2024
Q4 		$3.7M Sell
14,762
-199
-1% -$46.9K 1.63% 16
2024
Q3 		$3.49M Sell
14,961
-67
-0.4% -$15K 1.52% 19
2024
Q2 		$3.17M Sell
15,028
-66
-0.4% -$12.3K 1.49% 22
2024
Q1 		$2.59M Sell
15,094
-767
-5% -$139K 1.22% 27
2023
Q4 		$3.05M Sell
15,861
-129
-0.8% -$23.8K 1.66% 16
2023
Q3 		$2.74M Buy
15,990
+843
+6% +$155K 1.73% 16
2023
Q2 		$2.94M Buy
15,147
+4,615
+44% +$804K 1.84% 12
2023
Q1 		$1.74M Sell
10,532
-17
-0.2% -$2.51K 1.35% 24
2022
Q4 		$1.37M Sell
10,549
-671
-6% -$95.9K 1.15% 25
2022
Q3 		$1.6M Sell
11,220
-863
-7% -$135K 1.45% 23
2022
Q2 		$1.65M Sell
12,083
-326
-3% -$49.4K 1.49% 22
2022
Q1 		$2.17M Sell
12,409
-957
-7% -$161K 1.95% 14
2021
Q4 		$2.37M Buy
+13,366
New +$2.11M 2.32% 12

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
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
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

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

Buttonwood Financial Advisors reduced its Apple (AAPL) stake by 1.1% in Q2 2026, selling an estimated $47.2K and leaving 14,395 shares worth $4.17M. The position accounts for 1.27% of the portfolio, ranked #19.

Buttonwood Financial Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 1,618 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Buttonwood Financial Advisors held 14,395 shares of Apple worth $4.17M as of Q2 2026.
  • Buttonwood Financial Advisors sold 165 Apple shares in Q2 2026, an estimated $47.2K.
  • Apple made up 1.27% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #19 holding.
  • Buttonwood Financial Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 1,618 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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