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Commonwealth Financial Services’s Apple AAPL Stock Holding History

Commonwealth Financial Services’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 		$7.46M Buy
25,797
+779
+3% +$223K 1% 19
2026
Q1 		$6.35M Buy
25,018
+2,750
+12% +$716K 1.01% 27
2025
Q4 		$6.05M Buy
22,268
+777
+4% +$209K 1% 30
2025
Q3 		$5.47M Sell
21,491
-328
-2% -$74.1K 0.94% 31
2025
Q2 		$4.48M Sell
21,819
-563
-3% -$114K 0.86% 31
2025
Q1 		$4.97M Buy
22,382
+1,314
+6% +$304K 1.02% 32
2024
Q4 		$5.28M Buy
21,068
+5,862
+39% +$1.38M 1.03% 32
2024
Q3 		$3.44M Sell
15,206
-106
-0.7% -$23.7K 0.68% 37
2024
Q2 		$3.49M Sell
15,312
-8
-0.1% -$1.49K 0.72% 35
2024
Q1 		$2.95M Hold
15,320
– – 0.69% 34
2023
Q4 		$2.95M Sell
15,320
-240
-2% -$44.3K 0.69% 34
2023
Q3 		$2.66M Buy
+15,560
New +$2.85M 0.79% 32
2017
Q1 		$88K Sell
2,432
-4,000
-62% -$132K 0.1% 78
2016
Q4 		$193K Hold
6,432
– – 0.19% 57
2016
Q3 		$182K Hold
6,432
– – 0.17% 56
2016
Q2 		$154K Hold
6,432
– – 0.18% 56
2016
Q1 		$175K Hold
6,432
– – 0.26% 41
2015
Q4 		$169K Sell
6,432
-32
-0.5% -$914 0.57% 44
2015
Q3 		$178K Buy
6,464
+1,200
+23% +$35.2K 0.21% 46
2015
Q2 		$165K Buy
5,264
+32
+0.6% +$1.02K 0.18% 48
2015
Q1 		$163K Sell
5,232
-19,136
-79% -$578K 0.14% 55
2014
Q4 		$672K Buy
+24,368
New +$663K 0.6% 15

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
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Commonwealth Financial Services's AAPL Position: Q2 2026 in Review

Commonwealth Financial Services increased its Apple (AAPL) stake by 3.1% in Q2 2026, buying an estimated $223K and bringing the position to 25,797 shares worth $7.46M. The position accounts for 1% of the portfolio, ranked #19.

Commonwealth Financial Services first reported a position in AAPL in Q4 2014 and has held it in 22 quarters since. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Commonwealth Financial Services held 25,797 shares of Apple worth $7.46M as of Q2 2026.
  • Commonwealth Financial Services bought 779 Apple shares in Q2 2026, an estimated $223K.
  • Apple made up 1% of Commonwealth Financial Services's portfolio in Q2 2026, its #19 holding.
  • Commonwealth Financial Services first reported a position in Apple in Q4 2014 and has held it in 22 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.