EWM
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Empirical Wealth Management’s Apple AAPL Stock Holding History

Empirical 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
Q1 		– Hold
0
– -$272K – 999
2025
Q4 		– Hold
0
– – – 727
2025
Q3 		– Hold
0
– – – 562
2025
Q2 		– Hold
0
– – – 545
2025
Q1 		– Hold
0
– – – 368
2024
Q4 		– Hold
0
– -$559K – 613
2024
Q3 		– Hold
0
– – – 353
2024
Q1 		– Hold
0
– -$57.8K – 531
2023
Q4 		– Hold
0
– – – 492
2023
Q3 		– Hold
0
– – – 457

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

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

Empirical Wealth Management increased its Apple (AAPL) stake by 1.4% in Q2 2026, buying an estimated $2.38M and bringing the position to 620,743 shares worth $180M. The position accounts for 2.62% of the portfolio, ranked #8.

Empirical Wealth Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. 2,733 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Empirical Wealth Management held 620,743 shares of Apple worth $180M as of Q2 2026.
  • Empirical Wealth Management bought 8,324 Apple shares in Q2 2026, an estimated $2.38M.
  • Apple made up 2.62% of Empirical Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Empirical Wealth Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • 2,733 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.