Checchi Capital Advisers’s Apple AAPL Stock Holding History

Checchi Capital Advisers’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
2021 Q1	–	Sell	-12,000	Closed	-$1.62M	–	521
2020 Q4	$1.62M	Hold	12,000	–	–	0.17%	104
2020 Q3	$1.42M	Hold	12,000	–	–	0.16%	96
2020 Q2	$1.09M	Hold	12,000	–	–	0.13%	115
2020 Q1	$763K	Hold	12,000	–	–	0.07%	123
2019 Q4	$881K	Hold	12,000	–	–	0.12%	127
2019 Q3	$672K	Hold	12,000	–	–	0.09%	148
2019 Q2	$594K	Hold	12,000	–	–	0.08%	170
2019 Q1	$570K	Sell	12,000 -8,000	-40%	-$339K	0.07%	168
2018 Q4	$789K	Hold	20,000	–	–	0.1%	120
2018 Q3	$1.13M	Hold	20,000	–	–	0.13%	104
2018 Q2	$926K	Hold	20,000	–	–	0.12%	113
2018 Q1	$839K	Hold	20,000	–	–	0.11%	120
2017 Q4	$846K	Buy	+20,000	New	+$836K	0.11%	119

Other funds holding AAPL

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Checchi Capital Advisers's AAPL Position: Q2 2026 in Review

Checchi Capital Advisers reduced its Apple (AAPL) stake by 0.84% in Q2 2026, selling an estimated $381K and leaving 156,650 shares worth $45.3M. The position accounts for 2.04% of the portfolio, ranked #5.

Checchi Capital Advisers first reported a position in AAPL in Q4 2013 and has held it in 51 quarters since. The position peaked at $46.6M in Q4 2024. 3,884 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Checchi Capital Advisers held 156,650 shares of Apple worth $45.3M as of Q2 2026.
Checchi Capital Advisers sold 1,331 Apple shares in Q2 2026, an estimated $381K.
Apple made up 2.04% of Checchi Capital Advisers's portfolio in Q2 2026, its #5 holding.
Checchi Capital Advisers first reported a position in Apple in Q4 2013 and has held it in 51 quarters since.
Checchi Capital Advisers's Apple position peaked at $46.6M in Q4 2024.
3,884 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.