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CWC Advisors’s Apple AAPL Stock Holding History

CWC 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 		$7.47M Sell
25,804
-149
-0.6% -$42.6K 3.31% 3
2026
Q1 		$6.59M Sell
25,953
-253
-1% -$65.8K 3.13% 5
2025
Q4 		$7.12M Sell
26,206
-898
-3% -$241K 3.44% 3
2025
Q3 		$6.9M Buy
27,104
+60
+0.2% +$13.6K 3.38% 3
2025
Q2 		$5.55M Sell
27,044
-968
-3% -$195K 2.87% 8
2025
Q1 		$6.22M Buy
28,012
+4,395
+19% +$1.02M 3.54% 5
2024
Q4 		$5.91M Sell
23,617
-1,090
-4% -$257K 5.9% 1
2024
Q3 		$5.76M Buy
+24,707
New +$5.52M 5.69% 1

Other funds holding AAPL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

CWC Advisors's AAPL Position: Q2 2026 in Review

CWC Advisors reduced its Apple (AAPL) stake by 0.57% in Q2 2026, selling an estimated $42.6K and leaving 25,804 shares worth $7.47M. The position accounts for 3.31% of the portfolio, ranked #3.

CWC Advisors first reported a position in AAPL in Q3 2024 and has held it in 8 quarters since. 3,449 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • CWC Advisors held 25,804 shares of Apple worth $7.47M as of Q2 2026.
  • CWC Advisors sold 149 Apple shares in Q2 2026, an estimated $42.6K.
  • Apple made up 3.31% of CWC Advisors's portfolio in Q2 2026, its #3 holding.
  • CWC Advisors first reported a position in Apple in Q3 2024 and has held it in 8 quarters since.
  • 3,449 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.