Ducere Wealth Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.38M Buy
28,966
+9,168
+46% +$2.62M 2.52% 9
2026
Q1
$5.02M Buy
19,798
+841
+4% +$219K 2% 17
2025
Q4
$5.15M Buy
+18,957
New +$5.09M 1.99% 18

Other funds holding AAPL

Ducere Wealth Management's AAPL Position: Q2 2026 in Review

Ducere Wealth Management increased its Apple (AAPL) stake by 46% in Q2 2026, buying an estimated $2.62M and bringing the position to 28,966 shares worth $8.38M. The position accounts for 2.52% of the portfolio, ranked #9.

Ducere Wealth Management first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,103 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Ducere Wealth Management held 28,966 shares of Apple worth $8.38M as of Q2 2026.
  • Ducere Wealth Management bought 9,168 Apple shares in Q2 2026, an estimated $2.62M.
  • Apple made up 2.52% of Ducere Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Ducere Wealth Management first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • 6,103 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Ducere Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.