Centerline Wealth Advisors’s Apple AAPL Stock Holding History

Centerline Wealth 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	$10M	Sell	34,607 -240	-0.7%	-$68.6K	3.14%	12
2026 Q1	$8.84M	Sell	34,847 -2,906	-8%	-$756K	3.18%	10
2025 Q4	$10.3M	Sell	37,753 -4,061	-10%	-$1.09M	3.72%	11
2025 Q3	$10.6M	Sell	41,814 -2,191	-5%	-$495K	4.63%	6
2025 Q2	$9.03M	Sell	44,005 -59	-0.1%	-$11.9K	4.43%	8
2025 Q1	$9.79M	Sell	44,064 -57	-0.1%	-$13.2K	5.84%	7
2024 Q4	$11M	Buy	+44,121	New	+$10.4M	6.47%	6

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

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

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

Centerline Wealth Advisors's AAPL Position: Q2 2026 in Review

Centerline Wealth Advisors reduced its Apple (AAPL) stake by 0.69% in Q2 2026, selling an estimated $68.6K and leaving 34,607 shares worth $10M. The position accounts for 3.14% of the portfolio, ranked #12.

Centerline Wealth Advisors first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $11M in Q4 2024. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Centerline Wealth Advisors held 34,607 shares of Apple worth $10M as of Q2 2026.
Centerline Wealth Advisors sold 240 Apple shares in Q2 2026, an estimated $68.6K.
Apple made up 3.14% of Centerline Wealth Advisors's portfolio in Q2 2026, its #12 holding.
Centerline Wealth Advisors first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
Centerline Wealth Advisors's Apple position peaked at $11M in Q4 2024.
2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.