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Core Wealth Partners’s Apple AAPL Stock Holding History

Core Wealth 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 		$17.7M Sell
61,326
-1,644
-3% -$470K 7.56% 2
2026
Q1 		$16M Sell
62,970
-1,121
-2% -$292K 7.43% 1
2025
Q4 		$17.4M Sell
64,091
-566
-0.9% -$152K 7.84% 1
2025
Q3 		$16.5M Buy
64,657
+208
+0.3% +$47K 7.56% 1
2025
Q2 		$13.2M Buy
64,449
+258
+0.4% +$52.1K 6.71% 2
2025
Q1 		$14.3M Sell
64,191
-4,170
-6% -$966K 8.29% 1
2024
Q4 		$17.1M Buy
68,361
+491
+0.7% +$116K 9.81% 1
2024
Q3 		$15.8M Buy
67,870
+2,493
+4% +$557K 9.59% 1
2024
Q2 		$13.8M Buy
65,377
+5,505
+9% +$1.03M 9.41% 1
2024
Q1 		$10.3M Buy
59,872
+121
+0.2% +$22K 7.76% 2
2023
Q4 		$11.5M Buy
59,751
+417
+0.7% +$77K 9.43% 2
2023
Q3 		$10.2M Buy
59,334
+8,791
+17% +$1.61M 9.23% 2
2023
Q2 		$9.8M Buy
50,543
+5,236
+12% +$912K 9.06% 1
2023
Q1 		$7.47M Sell
45,307
-81,236
-64% -$12M 7.5% 2
2022
Q4 		$3.47M Buy
+126,543
New +$18.1M 3.91% 6

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

Core Wealth Partners's AAPL Position: Q2 2026 in Review

Core Wealth Partners reduced its Apple (AAPL) stake by 2.6% in Q2 2026, selling an estimated $470K and leaving 61,326 shares worth $17.7M. The position accounts for 7.56% of the portfolio, ranked #2.

Core Wealth Partners first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Core Wealth Partners held 61,326 shares of Apple worth $17.7M as of Q2 2026.
  • Core Wealth Partners sold 1,644 Apple shares in Q2 2026, an estimated $470K.
  • Apple made up 7.56% of Core Wealth Partners's portfolio in Q2 2026, its #2 holding.
  • Core Wealth Partners first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.