Curtis Advisory Group’s Apple AAPL Stock Holding History

Curtis Advisory 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	$3.92M	Buy	13,563 +2	+0%	+$572	0.76%	33
2026 Q1	$3.44M	Sell	13,561 -181	-1%	-$47.1K	0.74%	33
2025 Q4	$3.74M	Sell	13,742 -113	-0.8%	-$30.3K	0.78%	32
2025 Q3	$3.53M	Buy	13,855 +1,289	+10%	+$291K	0.8%	30
2025 Q2	$2.58M	Buy	12,566 +36	+0.3%	+$7.27K	0.65%	31
2025 Q1	$2.78M	Sell	12,530 -172	-1%	-$39.8K	0.82%	28
2024 Q4	$3.18M	Sell	12,702 -359	-3%	-$84.6K	0.84%	27
2024 Q3	$3.04M	Buy	13,061 +62	+0.5%	+$13.8K	0.86%	27
2024 Q2	$2.74M	Buy	12,999 +78	+0.6%	+$14.5K	0.97%	27
2024 Q1	$2.22M	Sell	12,921 -32,751	-72%	-$5.96M	0.86%	27
2023 Q4	$8.79M	Sell	45,672 -670	-1%	-$124K	4.01%	6
2023 Q3	$7.93M	Buy	46,342 +5,135	+12%	+$942K	2.64%	9
2023 Q2	$7.99M	Buy	41,207 +313	+0.8%	+$54.5K	2.56%	9
2023 Q1	$6.74M	Sell	40,894 -2,533	-6%	-$374K	2.46%	9
2022 Q4	$5.64M	Hold	43,427	–	–	2.26%	12
2022 Q3	$6M	Sell	43,427 -111	-0.3%	-$17.4K	2.47%	12
2022 Q2	$5.95M	Sell	43,538 -357	-0.8%	-$54.1K	2.36%	12
2022 Q1	$7.67M	Buy	43,895 +10	+0%	+$1.68K	2.59%	9
2021 Q4	$7.79M	Sell	43,885 -13,301	-23%	-$2.1M	2.56%	10
2021 Q3	$8.09M	Sell	57,186 -223	-0.4%	-$32.8K	2.94%	9
2021 Q2	$7.86M	Sell	57,409 -300	-0.5%	-$38.9K	3.41%	7
2021 Q1	$7.05M	Buy	57,709 +4,513	+8%	+$579K	3.12%	7
2020 Q4	$7.06M	Sell	53,196 -38,290	-42%	-$4.61M	3.44%	6
2020 Q3	$10.6M	Sell	91,486 -106	-0.1%	-$11.6K	6.25%	4
2020 Q2	$8.35M	Buy	91,592 +276	+0.3%	+$21.4K	5.99%	4
2020 Q1	$5.8M	Buy	91,316 +1,240	+1%	+$91.2K	3.83%	9
2019 Q4	$6.61M	Buy	+90,076	New	+$5.79M	3.8%	9

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Curtis Advisory Group's AAPL Position: Q2 2026 in Review

Curtis Advisory Group increased its Apple (AAPL) stake by 0.01% in Q2 2026, buying an estimated $572 and bringing the position to 13,563 shares worth $3.92M. The position accounts for 0.76% of the portfolio, ranked #33.

Curtis Advisory Group first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.6M in Q3 2020. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Curtis Advisory Group held 13,563 shares of Apple worth $3.92M as of Q2 2026.
Curtis Advisory Group bought 2 Apple shares in Q2 2026, an estimated $572.
Apple made up 0.76% of Curtis Advisory Group's portfolio in Q2 2026, its #33 holding.
Curtis Advisory Group first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
Curtis Advisory Group's Apple position peaked at $10.6M in Q3 2020.
3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.