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Crown Wealth Group’s Apple AAPL Stock Holding History

Crown Wealth Group’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 		$10.5M Buy
36,233
+3,335
+10% +$954K 2.67% 11
2026
Q1 		$8.35M Buy
32,898
+1,069
+3% +$278K 2.45% 11
2025
Q4 		$8.65M Buy
31,829
+2,414
+8% +$648K 2.42% 11
2025
Q3 		$7.49M Buy
29,415
+1,315
+5% +$297K 2.25% 14
2025
Q2 		$5.77M Sell
28,100
-481
-2% -$97.1K 2.17% 13
2025
Q1 		$6.35M Sell
28,581
-1,072
-4% -$248K 3.29% 8
2024
Q4 		$7.43M Buy
29,653
+567
+2% +$134K 3.02% 8
2024
Q3 		$6.78M Buy
29,086
+62
+0.2% +$13.8K 2.95% 9
2024
Q2 		$6.11M Sell
29,024
-973
-3% -$181K 3.05% 10
2024
Q1 		$5.14M Buy
29,997
+2,137
+8% +$389K 2.65% 10
2023
Q4 		$5.36M Buy
27,860
+55
+0.2% +$10.2K 3.23% 9
2023
Q3 		$4.76M Buy
27,805
+165
+0.6% +$30.3K 3.58% 8
2023
Q2 		$5.36M Sell
27,640
-1,263
-4% -$220K 4.23% 8
2023
Q1 		$4.77M Sell
28,903
-1,741
-6% -$257K 3.99% 8
2022
Q4 		$3.98M Buy
30,644
+422
+1% +$60.3K 3.74% 9
2022
Q3 		$4.18M Buy
30,222
+806
+3% +$127K 4.28% 7
2022
Q2 		$4.02M Buy
29,416
+1,395
+5% +$211K 3.65% 6
2022
Q1 		$4.89M Buy
28,021
+24,692
+742% +$4.15M 3.41% 9
2021
Q4 		$591K Buy
+3,329
New +$526K 0.55% 40

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
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
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

Crown Wealth Group's AAPL Position: Q2 2026 in Review

Crown Wealth Group increased its Apple (AAPL) stake by 10% in Q2 2026, buying an estimated $954K and bringing the position to 36,233 shares worth $10.5M. The position accounts for 2.67% of the portfolio, ranked #11.

Crown Wealth Group first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 2,936 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Crown Wealth Group held 36,233 shares of Apple worth $10.5M as of Q2 2026.
  • Crown Wealth Group bought 3,335 Apple shares in Q2 2026, an estimated $954K.
  • Apple made up 2.67% of Crown Wealth Group's portfolio in Q2 2026, its #11 holding.
  • Crown Wealth Group first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 2,936 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.