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Encompass More Asset Management’s Apple AAPL Stock Holding History

Encompass More Asset 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
2025
Q3 		– Sell
-600
Closed -$123K – 239
2025
Q2 		$123K Buy
+600
New +$121K 0.03% 208

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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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. 1,087 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.
  • 1,087 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.