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Centennial Wealth Advisory’s Apple AAPL Stock Holding History

Centennial Wealth Advisory’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 		$10.2M Buy
35,372
+142
+0.4% +$40.6K 2.21% 12
2026
Q1 		$8.94M Buy
35,230
+1,470
+4% +$383K 2.17% 13
2025
Q4 		$9.18M Buy
33,760
+990
+3% +$266K 2.43% 10
2025
Q3 		$8.34M Buy
32,770
+2,481
+8% +$560K 2.32% 10
2025
Q2 		$6.22M Buy
30,289
+605
+2% +$122K 1.98% 13
2025
Q1 		$6.59M Buy
29,684
+1,136
+4% +$263K 2.4% 9
2024
Q4 		$7.15M Buy
28,548
+174
+0.6% +$41K 2.8% 9
2024
Q3 		$6.61M Sell
28,374
-399
-1% -$89.1K 2.58% 10
2024
Q2 		$6.06M Buy
28,773
+1,529
+6% +$285K 2.63% 8
2024
Q1 		$4.67M Buy
27,244
+1,207
+5% +$219K 2.16% 7
2023
Q4 		$5.01M Buy
26,037
+13
+0% +$2.4K 2.56% 6
2023
Q3 		$4.46M Buy
26,024
+1,006
+4% +$184K 2.39% 11
2023
Q2 		$4.85M Buy
25,018
+904
+4% +$158K 2.53% 10
2023
Q1 		$3.98M Buy
24,114
+340
+1% +$50.2K 2.11% 11
2022
Q4 		$3.09M Buy
23,774
+106
+0.4% +$15.1K 1.73% 14
2022
Q3 		$3.27M Buy
23,668
+213
+0.9% +$33.4K 1.92% 13
2022
Q2 		$3.21M Buy
23,455
+5,761
+33% +$872K 1.8% 20
2022
Q1 		$3.09M Sell
17,694
-1,687
-9% -$284K 1.69% 27
2021
Q4 		$3.44M Buy
19,381
+107
+0.6% +$16.9K 1.95% 18
2021
Q3 		$2.73M Buy
19,274
+15,909
+473% +$2.34M 1.63% 22
2021
Q2 		$461K Buy
3,365
+267
+9% +$34.6K 0.29% 49
2021
Q1 		$378K Buy
3,098
+346
+13% +$44.4K 0.25% 62
2020
Q4 		$365K Buy
+2,752
New +$331K 0.26% 61

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
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Centennial Wealth Advisory's AAPL Position: Q2 2026 in Review

Centennial Wealth Advisory increased its Apple (AAPL) stake by 0.4% in Q2 2026, buying an estimated $40.6K and bringing the position to 35,372 shares worth $10.2M. The position accounts for 2.21% of the portfolio, ranked #12.

Centennial Wealth Advisory first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Centennial Wealth Advisory held 35,372 shares of Apple worth $10.2M as of Q2 2026.
  • Centennial Wealth Advisory bought 142 Apple shares in Q2 2026, an estimated $40.6K.
  • Apple made up 2.21% of Centennial Wealth Advisory's portfolio in Q2 2026, its #12 holding.
  • Centennial Wealth Advisory first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.