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Conrad Siegel Investment Advisors’s Apple AAPL Stock Holding History

Conrad Siegel Investment Advisors’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 		$3.36M Buy
11,609
+931
+9% +$266K 0.55% 18
2026
Q1 		$2.71M Buy
10,678
+49
+0.5% +$12.8K 0.49% 20
2025
Q4 		$2.89M Buy
10,629
+223
+2% +$59.9K 0.55% 20
2025
Q3 		$2.65M Buy
10,406
+212
+2% +$47.9K 0.56% 18
2025
Q2 		$2.09M Sell
10,194
-161
-2% -$32.5K 0.47% 18
2025
Q1 		$2.3M Sell
10,355
-298
-3% -$69K 0.59% 15
2024
Q4 		$2.67M Buy
10,653
+204
+2% +$48.1K 0.72% 13
2024
Q3 		$2.43M Buy
10,449
+129
+1% +$28.8K 0.66% 14
2024
Q2 		$2.17M Buy
10,320
+218
+2% +$40.7K 0.63% 14
2024
Q1 		$1.73M Sell
10,102
-355
-3% -$64.5K 0.51% 14
2023
Q4 		$2.01M Buy
10,457
+527
+5% +$97.3K 0.92% 9
2023
Q3 		$1.7M Buy
9,930
+2,033
+26% +$373K 0.88% 8
2023
Q2 		$1.53M Buy
7,897
+1,436
+22% +$250K 1.19% 8
2023
Q1 		$1.07M Sell
6,461
-4,073
-39% -$601K 0.94% 8
2022
Q4 		$1.37M Sell
10,534
-1,640
-13% -$234K 1.37% 8
2022
Q3 		$1.68M Sell
12,174
-2,897
-19% -$455K 1.9% 11
2022
Q2 		$2.06M Sell
15,071
-336
-2% -$50.9K 2.24% 10
2022
Q1 		$2.69M Buy
15,407
+336
+2% +$56.5K 2.44% 6
2021
Q4 		$2.13M Buy
+15,071
New +$2.38M 1.85% 10

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Conrad Siegel Investment Advisors's AAPL Position: Q2 2026 in Review

Conrad Siegel Investment Advisors increased its Apple (AAPL) stake by 8.7% in Q2 2026, buying an estimated $266K and bringing the position to 11,609 shares worth $3.36M. The position accounts for 0.55% of the portfolio, ranked #18.

Conrad Siegel Investment Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Conrad Siegel Investment Advisors held 11,609 shares of Apple worth $3.36M as of Q2 2026.
  • Conrad Siegel Investment Advisors bought 931 Apple shares in Q2 2026, an estimated $266K.
  • Apple made up 0.55% of Conrad Siegel Investment Advisors's portfolio in Q2 2026, its #18 holding.
  • Conrad Siegel Investment Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.