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Client First Capital’s Apple AAPL Stock Holding History

Client First Capital’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 		$491K Hold
1,697
– – 0.2% 21
2026
Q1 		$431K Sell
1,697
-30
-2% -$7.81K 0.19% 22
2025
Q4 		$470K Buy
1,727
+780
+82% +$209K 0.2% 23
2025
Q3 		$241K Buy
+947
New +$214K 0.11% 21

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Client First Capital's AAPL Position: Q2 2026 in Review

Client First Capital held its Apple (AAPL) position steady in Q2 2026 at 1,697 shares worth $491K. The position accounts for 0.2% of the portfolio, ranked #21.

Client First Capital first reported a position in AAPL in Q3 2025 and has held it in 4 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Client First Capital held 1,697 shares of Apple worth $491K as of Q2 2026.
  • Client First Capital left its Apple share count unchanged in Q2 2026.
  • Apple made up 0.2% of Client First Capital's portfolio in Q2 2026, its #21 holding.
  • Client First Capital first reported a position in Apple in Q3 2025 and has held it in 4 quarters since.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Client First Capital's 13F filing for Q2 2026, filed 13 Jul 2026.