Delta Wealth Advisors’s Apple AAPL Stock Holding History

Delta Wealth 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	$1.48M	Sell	5,129 -4	-0.1%	-$1.14K	1.06%	21
2026 Q1	$1.3M	Sell	5,133 -495	-9%	-$129K	0.99%	22
2025 Q4	$1.53M	Hold	5,628	–	–	1.28%	19
2025 Q3	$1.43M	Sell	5,628 -40	-0.7%	-$9.04K	1.12%	17
2025 Q2	$1.16M	Sell	5,668 -182	-3%	-$36.8K	0.97%	18
2025 Q1	$1.3M	Sell	5,850 -732	-11%	-$170K	1.18%	16
2024 Q4	$1.65M	Sell	6,582 -3	-0%	-$707	1.55%	16
2024 Q3	$1.53M	Sell	6,585 -1,829	-22%	-$408K	1.47%	16
2024 Q2	$1.77M	Buy	8,414 +724	+9%	+$135K	1.74%	17
2024 Q1	$1.32M	Buy	+7,690	New	+$1.4M	1.36%	18

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Delta Wealth Advisors's AAPL Position: Q2 2026 in Review

Delta Wealth Advisors reduced its Apple (AAPL) stake by 0.08% in Q2 2026, selling an estimated $1.14K and leaving 5,129 shares worth $1.48M. The position accounts for 1.06% of the portfolio, ranked #21.

Delta Wealth Advisors first reported a position in AAPL in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.77M in Q2 2024. 2,302 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Delta Wealth Advisors held 5,129 shares of Apple worth $1.48M as of Q2 2026.
Delta Wealth Advisors sold 4 Apple shares in Q2 2026, an estimated $1.14K.
Apple made up 1.06% of Delta Wealth Advisors's portfolio in Q2 2026, its #21 holding.
Delta Wealth Advisors first reported a position in Apple in Q1 2024 and has held it in 10 quarters since.
Delta Wealth Advisors's Apple position peaked at $1.77M in Q2 2024.
2,302 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Delta Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.