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Coastwise Capital Group’s Apple AAPL Stock Holding History

Coastwise Capital Group’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 		$9.3M Buy
32,123
+894
+3% +$256K 5.4% 2
2026
Q1 		$7.93M Sell
31,229
-931
-3% -$242K 4.4% 3
2025
Q4 		$8.74M Sell
32,160
-651
-2% -$175K 4.37% 3
2025
Q3 		$8.35M Buy
32,811
+429
+1% +$96.9K 5.88% 2
2025
Q2 		$6.64M Buy
32,382
+93
+0.3% +$18.8K 5.29% 2
2025
Q1 		$7.17M Sell
32,289
-1,356
-4% -$314K 6.04% 2
2024
Q4 		$8.43M Sell
33,645
-408
-1% -$96.2K 6.73% 2
2024
Q3 		$7.93M Buy
34,053
+2,010
+6% +$449K 6.53% 2
2024
Q2 		$6.75M Sell
32,043
-250
-0.8% -$46.6K 6.43% 2
2024
Q1 		$5.54M Buy
32,293
+6,700
+26% +$1.22M 5.13% 2
2023
Q4 		$4.93M Sell
25,593
-293
-1% -$54.1K 5.03% 3
2023
Q3 		$4.43M Sell
25,886
-3,843
-13% -$705K 5.08% 2
2023
Q2 		$5.77M Sell
29,729
-5,774
-16% -$1.01M 6.53% 2
2023
Q1 		$5.85M Buy
35,503
+599
+2% +$88.4K 6.69% 1
2022
Q4 		$4.54M Buy
34,904
+1,835
+6% +$262K 5.38% 4
2022
Q3 		$4.57M Sell
33,069
-389
-1% -$61.1K 7.22% 1
2022
Q2 		$4.57M Buy
33,458
+8,058
+32% +$1.22M 5.57% 2
2022
Q1 		$4.43M Buy
+25,400
New +$4.27M 5.51% 2

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Coastwise Capital Group's AAPL Position: Q2 2026 in Review

Coastwise Capital Group increased its Apple (AAPL) stake by 2.9% in Q2 2026, buying an estimated $256K and bringing the position to 32,123 shares worth $9.3M. The position accounts for 5.4% of the portfolio, ranked #2.

Coastwise Capital Group first reported a position in AAPL in Q1 2022 and has held it in 18 quarters since. 1,419 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Coastwise Capital Group held 32,123 shares of Apple worth $9.3M as of Q2 2026.
  • Coastwise Capital Group bought 894 Apple shares in Q2 2026, an estimated $256K.
  • Apple made up 5.4% of Coastwise Capital Group's portfolio in Q2 2026, its #2 holding.
  • Coastwise Capital Group first reported a position in Apple in Q1 2022 and has held it in 18 quarters since.
  • 1,419 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.