Cypress Wealth Services’s Apple AAPL Stock Holding History

Cypress Wealth Services’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
2020 Q1	–	Sell	-1,600	Closed	-$117K	–	247
2019 Q4	$117K	Buy	+1,600	New	+$103K	0.03%	252
2019 Q2	–	Sell	-800	Closed	-$38K	–	261
2019 Q1	$38K	Sell	800 -4,800	-86%	-$204K	0.01%	259
2018 Q4	$221K	Buy	+5,600	New	+$271K	0.09%	185
2018 Q3	–	Sell	-800	Closed	-$37K	–	230
2018 Q2	$37K	Sell	800 -6,800	-89%	-$308K	0.01%	224
2018 Q1	$134K	Buy	+7,600	New	+$327K	0.06%	189

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Cypress Wealth Services's AAPL Position: Q2 2026 in Review

Cypress Wealth Services reduced its Apple (AAPL) stake by 1.2% in Q2 2026, selling an estimated $563K and leaving 162,581 shares worth $47M. The position accounts for 5.77% of the portfolio, ranked #2.

Cypress Wealth Services first reported a position in AAPL in Q4 2017 and has held it in 34 quarters since. 2,580 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Cypress Wealth Services held 162,581 shares of Apple worth $47M as of Q2 2026.
Cypress Wealth Services sold 1,970 Apple shares in Q2 2026, an estimated $563K.
Apple made up 5.77% of Cypress Wealth Services's portfolio in Q2 2026, its #2 holding.
Cypress Wealth Services first reported a position in Apple in Q4 2017 and has held it in 34 quarters since.
2,580 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.