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Elmwood Wealth Management’s Apple AAPL Stock Holding History

Elmwood 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 		$10.7M Buy
36,896
+540
+1% +$154K 2.67% 5
2026
Q1 		$9.23M Buy
36,356
+1,718
+5% +$447K 2.55% 5
2025
Q4 		$9.42M Buy
34,638
+8,747
+34% +$2.35M 2.97% 1
2025
Q3 		$6.59M Buy
25,891
+3,717
+17% +$840K 2.34% 7
2025
Q2 		$4.55M Sell
22,174
-1,506
-6% -$304K 1.8% 15
2025
Q1 		$5.26M Sell
23,680
-302
-1% -$70K 2.16% 10
2024
Q4 		$6.01M Buy
23,982
+497
+2% +$117K 2.42% 7
2024
Q3 		$5.47M Sell
23,485
-1,062
-4% -$237K 2.26% 8
2024
Q2 		$5.17M Sell
24,547
-900
-4% -$168K 2.3% 8
2024
Q1 		$4.36M Buy
25,447
+5,092
+25% +$926K 1.87% 10
2023
Q4 		$3.92M Sell
20,355
-8,326
-29% -$1.54M 2.75% 8
2023
Q3 		$4.91M Sell
28,681
-183
-0.6% -$33.6K 2.37% 11
2023
Q2 		$5.6M Sell
28,864
-5,228
-15% -$911K 2.61% 6
2023
Q1 		$5.62M Sell
34,092
-555
-2% -$81.9K 2.66% 6
2022
Q4 		$4.5M Buy
34,647
+104
+0.3% +$14.9K 2.25% 6
2022
Q3 		$4.77M Buy
+34,543
New +$5.42M 2.38% 4
2021
Q2 		$4.72M Buy
34,478
+117
+0.3% +$15.2K 2.49% 7
2021
Q1 		$4.2M Buy
+34,361
New +$4.41M 2.56% 7
2020
Q3 		$3.44M Sell
9,420
-28,260
-75% -$3.08M 2.79% 6
2020
Q2 		$3.44M Sell
37,680
-22,500
-37% -$1.74M 2.79% 6
2020
Q1 		$2.52M Buy
60,180
+21,592
+56% +$1.59M 2.41% 9
2019
Q4 		$2.83M Buy
38,588
+5,800
+18% +$373K 2.47% 5
2019
Q3 		$1.84M Sell
32,788
-104
-0.3% -$5.44K 1.86% 12
2019
Q2 		$1.63M Sell
32,892
-1,180
-3% -$57.5K 1.44% 20
2019
Q1 		$1.62M Sell
34,072
-26,356
-44% -$1.12M 1.5% 16
2018
Q4 		$2.38M Buy
60,428
+128
+0.2% +$6.21K 2.3% 8
2018
Q3 		$3.4M Buy
60,300
+696
+1% +$36.2K 2.82% 3
2018
Q2 		$2.76M Sell
59,604
-576
-1% -$26.1K 2.51% 7
2018
Q1 		$2.52M Buy
+60,180
New +$2.59M 2.41% 9

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

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

Elmwood Wealth Management increased its Apple (AAPL) stake by 1.5% in Q2 2026, buying an estimated $154K and bringing the position to 36,896 shares worth $10.7M. The position accounts for 2.67% of the portfolio, ranked #5.

Elmwood Wealth Management first reported a position in AAPL in Q1 2018 and has held it in 29 quarters since. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Elmwood Wealth Management held 36,896 shares of Apple worth $10.7M as of Q2 2026.
  • Elmwood Wealth Management bought 540 Apple shares in Q2 2026, an estimated $154K.
  • Apple made up 2.67% of Elmwood Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Elmwood Wealth Management first reported a position in Apple in Q1 2018 and has held it in 29 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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