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C2C Wealth Management’s Apple AAPL Stock Holding History

C2C 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 		$9.07M Sell
31,345
-7,823
-20% -$2.24M 7.11% 3
2026
Q1 		$9.94M Hold
39,168
– – 8.41% 1
2025
Q4 		$10.6M Buy
39,168
+182
+0.5% +$48.9K 8.98% 1
2025
Q3 		$9.93M Hold
38,986
– – 8.52% 1
2025
Q2 		$8M Sell
38,986
-1,000
-3% -$202K 7.24% 2
2025
Q1 		$8.88M Sell
39,986
-334
-0.8% -$77.4K 8.34% 1
2024
Q4 		$10.1M Sell
40,320
-5
-0% -$1.18K 9.36% 1
2024
Q3 		$9.11M Sell
40,325
-199
-0.5% -$44.4K 8.48% 1
2024
Q2 		$8.54M Buy
40,524
+1
+0% +$186 8.35% 1
2024
Q1 		$6.95M Sell
40,523
-11,187
-22% -$2.03M 6.89% 1
2023
Q4 		$10M Sell
51,710
-45,680
-47% -$8.43M 8.48% 1
2023
Q3 		$16.8M Buy
97,390
+44
+0% +$8.07K 2.39% 2
2023
Q2 		$18.9M Buy
97,346
+5,603
+6% +$976K 2.5% 2
2023
Q1 		$14.7M Buy
91,743
+2,964
+3% +$437K 2.37% 2
2022
Q4 		$12M Sell
88,779
-6,850
-7% -$979K 2.08% 3
2022
Q3 		$14M Sell
95,629
-302
-0.3% -$47.4K 2.73% 2
2022
Q2 		$14.5M Sell
95,931
-2,828
-3% -$428K 2.65% 3
2022
Q1 		$16.5M Sell
98,759
-2,202
-2% -$370K 2.81% 2
2021
Q4 		$17.9M Buy
+100,961
New +$16M 2.57% 2

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

C2C Wealth Management's AAPL Position: Q2 2026 in Review

C2C Wealth Management reduced its Apple (AAPL) stake by 20% in Q2 2026, selling an estimated $2.24M and leaving 31,345 shares worth $9.07M. The position accounts for 7.11% of the portfolio, ranked #3.

C2C Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $18.9M in Q2 2023. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • C2C Wealth Management held 31,345 shares of Apple worth $9.07M as of Q2 2026.
  • C2C Wealth Management sold 7,823 Apple shares in Q2 2026, an estimated $2.24M.
  • Apple made up 7.11% of C2C Wealth Management's portfolio in Q2 2026, its #3 holding.
  • C2C Wealth Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • C2C Wealth Management's Apple position peaked at $18.9M in Q2 2023.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.