Caliber Wealth Management (Kansas)’s Apple AAPL Stock Holding History

Caliber Wealth Management (Kansas)’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	$7.73M	Buy	26,719 +1,187	+5%	+$340K	0.75%	25
2026 Q1	$6.48M	Buy	25,532 +1,024	+4%	+$266K	0.71%	25
2025 Q4	$6.66M	Buy	24,508 +1,250	+5%	+$336K	0.72%	25
2025 Q3	$5.92M	Sell	23,258 -40,052	-63%	-$9.05M	0.66%	30
2025 Q2	$13M	Buy	63,310 +4,241	+7%	+$856K	1.4%	16
2025 Q1	$13.1M	Buy	+59,069	New	+$13.7M	1.79%	9

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Caliber Wealth Management (Kansas)'s AAPL Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its Apple (AAPL) stake by 4.6% in Q2 2026, buying an estimated $340K and bringing the position to 26,719 shares worth $7.73M. The position accounts for 0.75% of the portfolio, ranked #25.

Caliber Wealth Management (Kansas) first reported a position in AAPL in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.1M in Q1 2025. 2,616 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Caliber Wealth Management (Kansas) held 26,719 shares of Apple worth $7.73M as of Q2 2026.
Caliber Wealth Management (Kansas) bought 1,187 Apple shares in Q2 2026, an estimated $340K.
Apple made up 0.75% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #25 holding.
Caliber Wealth Management (Kansas) first reported a position in Apple in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s Apple position peaked at $13.1M in Q1 2025.
2,616 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.