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Chemistry Wealth Management’s Apple AAPL Stock Holding History

Chemistry 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 		$26.5M Buy
91,699
+166
+0.2% +$47.5K 4.24% 5
2026
Q1 		$23.2M Sell
91,533
-613
-0.7% -$160K 4.09% 6
2025
Q4 		$25.1M Sell
92,146
-5,590
-6% -$1.5M 4.69% 5
2025
Q3 		$24.9M Sell
97,736
-4,043
-4% -$913K 4.8% 5
2025
Q2 		$20.9M Sell
101,779
-1,406
-1% -$284K 4.48% 4
2025
Q1 		$22.9M Sell
103,185
-27,422
-21% -$6.35M 5.33% 3
2024
Q4 		$32.7M Sell
130,607
-9,661
-7% -$2.28M 7.67% 3
2024
Q3 		$32.7M Sell
140,268
-9,171
-6% -$2.05M 7.74% 3
2024
Q2 		$31.5M Sell
149,439
-1,744
-1% -$325K 8.13% 3
2024
Q1 		$25.9M Sell
151,183
-1,801
-1% -$327K 6.99% 3
2023
Q4 		$29.5M Sell
152,984
-2,165
-1% -$400K 8.89% 3
2023
Q3 		$26.6M Buy
155,149
+5,155
+3% +$945K 8.77% 3
2023
Q2 		$29.1M Buy
149,994
+4,485
+3% +$782K 9.46% 3
2023
Q1 		$24M Sell
145,509
-1,475
-1% -$218K 8.35% 3
2022
Q4 		$19.1M Sell
146,984
-2,988
-2% -$427K 7.44% 3
2022
Q3 		$20.7M Sell
149,972
-2,087
-1% -$328K 8.19% 3
2022
Q2 		$20.8M Buy
152,059
+710
+0.5% +$108K 7.95% 3
2022
Q1 		$26.4M Buy
151,349
+120,750
+395% +$20.3M 9.07% 3
2021
Q4 		$5.43M Buy
+30,599
New +$4.84M 4.56% 6

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Chemistry Wealth Management increased its Apple (AAPL) stake by 0.18% in Q2 2026, buying an estimated $47.5K and bringing the position to 91,699 shares worth $26.5M. The position accounts for 4.24% of the portfolio, ranked #5.

Chemistry Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $32.7M in Q4 2024. 3,277 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Chemistry Wealth Management held 91,699 shares of Apple worth $26.5M as of Q2 2026.
  • Chemistry Wealth Management bought 166 Apple shares in Q2 2026, an estimated $47.5K.
  • Apple made up 4.24% of Chemistry Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Chemistry Wealth Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Chemistry Wealth Management's Apple position peaked at $32.7M in Q4 2024.
  • 3,277 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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