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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
2026
Q2 		$637K Buy
+2,200
New +$629K 0.08% 195
2021
Q4 		– Sell
-2,200
Closed -$8K – 230
2021
Q3 		$8K Buy
+2,200
New +$324K ﹤0.01% 227
2020
Q4 		– Sell
-202,916
Closed -$23.5M – 289
2020
Q3 		$23.5M Buy
+202,916
New +$22.1M 6.01% 2
2020
Q1 		– Sell
-400
Closed -$29K – 248
2019
Q4 		$29K Buy
+400
New +$25.7K 0.01% 258

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
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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Retirement Systems of Alabama
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.