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Cornerstone Wealth Advisors’s Apple AAPL Stock Holding History

Cornerstone Wealth 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 		$1.61M Buy
5,574
+149
+3% +$42.6K 0.34% 23
2026
Q1 		$1.38M Sell
5,425
-1,259
-19% -$328K 0.32% 24
2025
Q4 		$1.82M Sell
6,684
-155
-2% -$41.6K 0.42% 20
2025
Q3 		$1.74M Buy
6,839
+265
+4% +$59.9K 0.42% 21
2025
Q2 		$1.35M Sell
6,574
-2,703
-29% -$546K 0.35% 25
2025
Q1 		$2.06M Sell
9,277
-90
-1% -$20.9K 0.57% 20
2024
Q4 		$2.35M Buy
9,367
+4
+0% +$943 0.64% 19
2024
Q3 		$2.18M Buy
9,363
+505
+6% +$113K 0.61% 19
2024
Q2 		$1.87M Sell
8,858
-202
-2% -$37.7K 0.56% 20
2024
Q1 		$1.55M Hold
9,060
– – 0.48% 23
2023
Q4 		$1.74M Hold
9,060
– – 0.56% 21
2023
Q3 		$1.55M Buy
9,060
+111
+1% +$20.4K 0.55% 24
2023
Q2 		$1.74M Buy
8,949
+4,388
+96% +$765K 0.6% 22
2023
Q1 		$752K Buy
4,561
+200
+5% +$29.5K 0.27% 28
2022
Q4 		$567K Hold
4,361
– – 0.22% 30
2022
Q3 		$603K Hold
4,361
– – 0.24% 29
2022
Q2 		$596K Hold
4,361
– – 0.23% 30
2022
Q1 		$761K Sell
4,361
-163
-4% -$27.4K 0.26% 28
2021
Q4 		$803K Buy
4,524
+566
+14% +$89.4K 0.27% 27
2021
Q3 		$560K Sell
3,958
-100
-2% -$14.7K 0.2% 27
2021
Q2 		$557K Hold
4,058
– – 0.2% 27
2021
Q1 		$496K Buy
+4,058
New +$521K 0.19% 28

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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Cornerstone Wealth Advisors's AAPL Position: Q2 2026 in Review

Cornerstone Wealth Advisors increased its Apple (AAPL) stake by 2.7% in Q2 2026, buying an estimated $42.6K and bringing the position to 5,574 shares worth $1.61M. The position accounts for 0.34% of the portfolio, ranked #23.

Cornerstone Wealth Advisors first reported a position in AAPL in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.35M in Q4 2024. 1,406 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Cornerstone Wealth Advisors held 5,574 shares of Apple worth $1.61M as of Q2 2026.
  • Cornerstone Wealth Advisors bought 149 Apple shares in Q2 2026, an estimated $42.6K.
  • Apple made up 0.34% of Cornerstone Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • Cornerstone Wealth Advisors first reported a position in Apple in Q1 2021 and has held it in 22 quarters since.
  • Cornerstone Wealth Advisors's Apple position peaked at $2.35M in Q4 2024.
  • 1,406 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.