Encompass More Asset 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
$6.96M Sell
24,064
-11,749
-33% -$3.36M 1.01% 22
2026
Q1
$9.09M Buy
35,813
+12,785
+56% +$3.33M 1.52% 18
2025
Q4
$6.26M Buy
23,028
+4,134
+22% +$1.11M 1.15% 21
2025
Q3
$4.81M Sell
18,894
-12,284
-39% -$2.78M 0.92% 23
2025
Q2
$6.4M Buy
31,178
+13,812
+80% +$2.79M 1.5% 13
2025
Q1
$3.86M Sell
17,366
-115
-0.7% -$26.6K 1.15% 22
2024
Q4
$4.38M Sell
17,481
-697
-4% -$164K 1.44% 15
2024
Q3
$4.24M Buy
18,178
+14,113
+347% +$3.15M 1.61% 15
2024
Q2
$856K Buy
4,065
+79
+2% +$14.7K 0.61% 39
2024
Q1
$684K Buy
3,986
+2,796
+235% +$508K 0.57% 36
2023
Q4
$229K Buy
+1,190
New +$220K 0.26% 78

Other funds holding AAPL

Encompass More Asset Management's AAPL Position: Q2 2026 in Review

Encompass More Asset Management reduced its Apple (AAPL) stake by 33% in Q2 2026, selling an estimated $3.36M and leaving 24,064 shares worth $6.96M. The position accounts for 1.01% of the portfolio, ranked #22.

Encompass More Asset Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.09M in Q1 2026. 1,082 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Encompass More Asset Management held 24,064 shares of Apple worth $6.96M as of Q2 2026.
  • Encompass More Asset Management sold 11,749 Apple shares in Q2 2026, an estimated $3.36M.
  • Apple made up 1.01% of Encompass More Asset Management's portfolio in Q2 2026, its #22 holding.
  • Encompass More Asset Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Encompass More Asset Management's Apple position peaked at $9.09M in Q1 2026.
  • 1,082 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.