Compass Wealth Management (Georgia)’s Apple AAPL Stock Holding History

Compass Wealth Management (Georgia)’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	$1.02M	Sell	3,520 -18	-0.5%	-$5.15K	0.41%	38
2026 Q1	$898K	Buy	3,538 +30	+0.9%	+$7.81K	0.38%	35
2025 Q4	$954K	Buy	3,508 +3	+0.1%	+$805	0.39%	35
2025 Q3	$894K	Buy	3,505 +94	+3%	+$21.2K	0.4%	35
2025 Q2	$700K	Buy	+3,411	New	+$689K	0.37%	37

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

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

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

Compass Wealth Management (Georgia)'s AAPL Position: Q2 2026 in Review

Compass Wealth Management (Georgia) reduced its Apple (AAPL) stake by 0.51% in Q2 2026, selling an estimated $5.15K and leaving 3,520 shares worth $1.02M. The position accounts for 0.41% of the portfolio, ranked #38.

Compass Wealth Management (Georgia) first reported a position in AAPL in Q2 2025 and has held it in 5 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Compass Wealth Management (Georgia) held 3,520 shares of Apple worth $1.02M as of Q2 2026.
Compass Wealth Management (Georgia) sold 18 Apple shares in Q2 2026, an estimated $5.15K.
Apple made up 0.41% of Compass Wealth Management (Georgia)'s portfolio in Q2 2026, its #38 holding.
Compass Wealth Management (Georgia) first reported a position in Apple in Q2 2025 and has held it in 5 quarters since.
2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Compass Wealth Management (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.