Columbia Advisory Partners’s Apple AAPL Stock Holding History

Columbia Advisory Partners’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	$1.7M	Buy	5,873 +31	+0.5%	+$8.87K	0.94%	25
2026 Q1	$1.48M	Sell	5,842 -157	-3%	-$40.9K	0.95%	29
2025 Q4	$1.63M	Sell	5,999 -75	-1%	-$20.1K	1.11%	17
2025 Q3	$1.55M	Buy	6,074 +274	+5%	+$61.9K	1.07%	19
2025 Q2	$1.19M	Buy	5,800 +416	+8%	+$84K	0.9%	27
2025 Q1	$1.2M	Sell	5,384 -142	-3%	-$32.9K	1.04%	25
2024 Q4	$1.38M	Sell	5,526 -263	-5%	-$62K	1.29%	17
2024 Q3	$1.35M	Buy	5,789 +718	+14%	+$160K	1.28%	16
2024 Q2	$1.07M	Sell	5,071 -249	-5%	-$46.4K	1.04%	21
2024 Q1	$912K	Sell	5,320 -270	-5%	-$49.1K	0.92%	18
2023 Q4	$1.08M	Sell	5,590 -815	-13%	-$150K	1.11%	13
2023 Q3	$1.1M	Sell	6,405 -2,851	-31%	-$523K	1.2%	12
2023 Q2	$1.8M	Sell	9,256 -1,321	-12%	-$230K	1.92%	9
2023 Q1	$1.74M	Sell	10,577 -21,521	-67%	-$3.18M	1.65%	13
2022 Q4	$4.17M	Buy	32,098 +7,399	+30%	+$1.06M	3.97%	7
2022 Q3	$3.41M	Sell	24,699 -404	-2%	-$63.4K	4.16%	7
2022 Q2	$3.43M	Buy	25,103 +1,057	+4%	+$160K	3.93%	7
2022 Q1	$4.2M	Buy	24,046 +1,541	+7%	+$259K	4.21%	7
2021 Q4	$4M	Buy	+22,505	New	+$3.56M	3.98%	7

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Columbia Advisory Partners's AAPL Position: Q2 2026 in Review

Columbia Advisory Partners increased its Apple (AAPL) stake by 0.53% in Q2 2026, buying an estimated $8.87K and bringing the position to 5,873 shares worth $1.7M. The position accounts for 0.94% of the portfolio, ranked #25.

Columbia Advisory Partners first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.2M in Q1 2022. 2,578 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Columbia Advisory Partners held 5,873 shares of Apple worth $1.7M as of Q2 2026.
Columbia Advisory Partners bought 31 Apple shares in Q2 2026, an estimated $8.87K.
Apple made up 0.94% of Columbia Advisory Partners's portfolio in Q2 2026, its #25 holding.
Columbia Advisory Partners first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
Columbia Advisory Partners's Apple position peaked at $4.2M in Q1 2022.
2,578 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.