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DWR Wealth Management’s Apple AAPL Stock Holding History

DWR Wealth Management’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 		$7.72M Buy
27,403
+243
+0.9% +$69.5K 5.78% 6
2026
Q1 		$6.7M Sell
27,160
-288
-1% -$75K 5.83% 6
2025
Q4 		$7.5M Buy
+27,448
New +$7.37M 6.96% 5

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

DWR Wealth Management increased its Apple (AAPL) stake by 0.89% in Q2 2026, buying an estimated $69.5K and bringing the position to 27,403 shares worth $7.72M. The position accounts for 5.78% of the portfolio, ranked #6.

DWR Wealth Management first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 2,049 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • DWR Wealth Management held 27,403 shares of Apple worth $7.72M as of Q2 2026.
  • DWR Wealth Management bought 243 Apple shares in Q2 2026, an estimated $69.5K.
  • Apple made up 5.78% of DWR Wealth Management's portfolio in Q2 2026, its #6 holding.
  • DWR Wealth Management first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • 2,049 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.