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CoreCap Advisors’s Apple AAPL Stock Holding History

CoreCap 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 		$55M Buy
190,168
+25,434
+15% +$7.28M 1.62% 9
2026
Q1 		$41.8M Sell
164,734
-1,585
-1% -$412K 1.42% 11
2025
Q4 		$45.2M Buy
166,319
+3,993
+2% +$1.07M 1.58% 10
2025
Q3 		$41.3M Sell
162,326
-10,095
-6% -$2.28M 1.5% 10
2025
Q2 		$35.4M Sell
172,421
-775
-0.4% -$157K 1.42% 13
2025
Q1 		$38.5M Buy
173,196
+540
+0.3% +$125K 1.69% 8
2024
Q4 		$43.2M Sell
172,656
-18,261
-10% -$4.3M 1.97% 7
2024
Q3 		$44.5M Buy
+190,917
New +$42.6M 2.09% 6
2024
Q2 		– Sell
-173,360
Closed -$29.7M – 1606
2024
Q1 		$29.7M Buy
173,360
+8,893
+5% +$1.62M 1.57% 10
2023
Q4 		$31.7M Buy
164,467
+1,430
+0.9% +$264K 2.04% 7
2023
Q3 		$27.9M Buy
163,037
+16,674
+11% +$3.06M 2.01% 8
2023
Q2 		$28.4M Buy
+146,363
New +$25.5M 2.02% 8
2022
Q4 		$17.4M Buy
133,934
+10,179
+8% +$1.45M 1.24% 13
2022
Q3 		$17.1M Sell
123,755
-18,415
-13% -$2.89M 1.44% 12
2022
Q2 		$19.4M Buy
142,170
+1,819
+1% +$275K 1.51% 11
2022
Q1 		$24.5M Sell
140,351
-4,494
-3% -$756K 1.69% 11
2021
Q4 		$25.7M Buy
+144,845
New +$22.9M 1.72% 11

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

CoreCap Advisors's AAPL Position: Q2 2026 in Review

CoreCap Advisors increased its Apple (AAPL) stake by 15% in Q2 2026, buying an estimated $7.28M and bringing the position to 190,168 shares worth $55M. The position accounts for 1.62% of the portfolio, ranked #9.

CoreCap Advisors first reported a position in AAPL in Q4 2021 and has held it in 17 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • CoreCap Advisors held 190,168 shares of Apple worth $55M as of Q2 2026.
  • CoreCap Advisors bought 25,434 Apple shares in Q2 2026, an estimated $7.28M.
  • Apple made up 1.62% of CoreCap Advisors's portfolio in Q2 2026, its #9 holding.
  • CoreCap Advisors first reported a position in Apple in Q4 2021 and has held it in 17 quarters since.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.