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Edge Wealth Management’s Apple AAPL Stock Holding History

Edge 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 		$47.8M Sell
165,348
-367
-0.2% -$105K 8.06% 3
2026
Q1 		$42.1M Sell
165,715
-16,058
-9% -$4.18M 7.19% 3
2025
Q4 		$49.4M Sell
181,773
-2,444
-1% -$656K 8.72% 3
2025
Q3 		$46.9M Buy
184,217
+305
+0.2% +$68.9K 8.31% 1
2025
Q2 		$37.8M Sell
183,912
-2,065
-1% -$417K 7.28% 2
2025
Q1 		$41.3M Buy
185,977
+80
+0% +$18.5K 8.38% 1
2024
Q4 		$46.6M Sell
185,897
-5,423
-3% -$1.28M 9.42% 1
2024
Q3 		$44.6M Sell
191,320
-1,372
-0.7% -$306K 8.94% 1
2024
Q2 		$40.6M Sell
192,692
-3,191
-2% -$595K 8.55% 2
2024
Q1 		$33.6M Sell
195,883
-567
-0.3% -$103K 7.06% 3
2023
Q4 		$37.8M Sell
196,450
-3,368
-2% -$622K 8.27% 2
2023
Q3 		$34.2M Sell
199,818
-1,866
-0.9% -$342K 8% 2
2023
Q2 		$39.1M Buy
201,684
+2,466
+1% +$430K 8.54% 2
2023
Q1 		$32.9M Sell
199,218
-5,434
-3% -$802K 7.53% 3
2022
Q4 		$26.3M Sell
204,652
-23,211
-10% -$3.32M 6.1% 3
2022
Q3 		$32M Buy
227,863
+2,799
+1% +$439K 7.08% 3
2022
Q2 		$30.8M Sell
225,064
-1,653
-0.7% -$250K 6.65% 3
2022
Q1 		$39.6M Buy
226,717
+128
+0.1% +$21.5K 7.8% 2
2021
Q4 		$40.2M Buy
226,589
+4,924
+2% +$778K 7.36% 2
2021
Q3 		$31.4M Buy
221,665
+10,928
+5% +$1.61M 6.12% 2
2021
Q2 		$28.9M Sell
210,737
-832
-0.4% -$108K 5.87% 2
2021
Q1 		$25.8M Sell
211,569
-2,972
-1% -$381K 5.49% 2
2020
Q4 		$28.5M Sell
214,541
-47,206
-18% -$5.68M 6.48% 2
2020
Q3 		$30.3M Sell
261,747
-52,337
-17% -$5.71M 6.98% 2
2020
Q2 		$28.6M Sell
314,084
-10,896
-3% -$844K 5.43% 2
2020
Q1 		$20.9M Sell
324,980
-32,124
-9% -$2.36M 4.53% 3
2019
Q4 		$26.1M Sell
357,104
-6,120
-2% -$394K 5.22% 1
2019
Q3 		$20.3M Sell
363,224
-18,924
-5% -$989K 4.68% 2
2019
Q2 		$18.9M Sell
382,148
-24,584
-6% -$1.2M 4.19% 4
2019
Q1 		$19.3M Sell
406,732
-12,400
-3% -$526K 4.76% 2
2018
Q4 		$16.5M Buy
419,132
+70,096
+20% +$3.4M 4.66% 2
2018
Q3 		$19.7M Sell
349,036
-64
-0% -$3.33K 4.73% 2
2018
Q2 		$16.2M Sell
349,100
-9,284
-3% -$421K 4.11% 3
2018
Q1 		$15M Sell
358,384
-44,864
-11% -$1.93M 3.99% 4
2017
Q4 		$17.1M Sell
403,248
-6,256
-2% -$261K 4.85% 1
2017
Q3 		$15.7M Sell
409,504
-21,804
-5% -$846K 4.76% 2
2017
Q2 		$15.6M Sell
431,308
-7,088
-2% -$262K 4.91% 1
2017
Q1 		$15.8M Sell
438,396
-9,940
-2% -$327K 5.47% 1
2016
Q4 		$13M Sell
448,336
-11,464
-2% -$325K 4.92% 3
2016
Q3 		$12.7M Sell
459,800
-24,976
-5% -$661K 5.42% 2
2016
Q2 		$11.6M Buy
484,776
+116,188
+32% +$2.89M 4.83% 2
2016
Q1 		$10M Buy
368,588
+238,520
+183% +$5.94M 4.56% 1
2015
Q4 		$3.42M Buy
130,068
+4,096
+3% +$117K 1.29% 29
2015
Q3 		$3.44M Buy
125,972
+15,440
+14% +$453K 1.3% 28
2015
Q2 		$3.47M Buy
110,532
+14,332
+15% +$458K 1.19% 29
2015
Q1 		$3.01M Buy
96,200
+408
+0.4% +$12.3K 1.01% 30
2014
Q4 		$2.65M Sell
95,792
-60
-0.1% -$1.63K 0.97% 26
2014
Q3 		$2.42M Buy
95,852
+8,440
+10% +$207K 0.93% 29
2014
Q2 		$2.04M Sell
87,412
-43,376
-33% -$923K 0.85% 24
2014
Q1 		$2.51M Buy
130,788
+46,004
+54% +$875K 1.05% 26
2013
Q4 		$1.7M Buy
84,784
+21,560
+34% +$407K 0.78% 31
2013
Q3 		$1.08M Sell
63,224
-6,804
-10% -$113K 0.66% 31
2013
Q2 		$998K Buy
+70,028
New +$1.08M 0.67% 29

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
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

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

Edge Wealth Management reduced its Apple (AAPL) stake by 0.22% in Q2 2026, selling an estimated $105K and leaving 165,348 shares worth $47.8M. The position accounts for 8.06% of the portfolio, ranked #3.

Edge Wealth Management first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $49.4M in Q4 2025. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Edge Wealth Management held 165,348 shares of Apple worth $47.8M as of Q2 2026.
  • Edge Wealth Management sold 367 Apple shares in Q2 2026, an estimated $105K.
  • Apple made up 8.06% of Edge Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Edge Wealth Management first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
  • Edge Wealth Management's Apple position peaked at $49.4M in Q4 2025.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.