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Financial Life Advisors’s Apple AAPL Stock Holding History

Financial Life Advisors’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 		$508K Sell
1,754
-3
-0.2% -$858 0.14% 39
2026
Q1 		$446K Sell
1,757
-167
-9% -$43.5K 0.14% 40
2025
Q4 		$523K Buy
1,924
+107
+6% +$28.7K 0.16% 38
2025
Q3 		$463K Sell
1,817
-78
-4% -$17.6K 0.15% 38
2025
Q2 		$389K Sell
1,895
-97
-5% -$19.6K 0.13% 38
2025
Q1 		$442K Buy
1,992
+587
+42% +$136K 0.16% 38
2024
Q4 		$352K Buy
1,405
+143
+11% +$33.7K 0.13% 35
2024
Q3 		$294K Sell
1,262
-5
-0.4% -$1.12K 0.11% 40
2024
Q2 		$267K Hold
1,267
– – 0.11% 49
2024
Q1 		$217K Buy
1,267
+164
+15% +$29.8K 0.09% 58
2023
Q4 		$212K Buy
+1,103
New +$204K 0.09% 58
2023
Q3 		– Sell
-1,108
Closed -$215K – 56
2023
Q2 		$215K Buy
+1,108
New +$193K 0.09% 59
2022
Q4 		– Sell
-1,554
Closed -$215K – 71
2022
Q3 		$215K Sell
1,554
-81
-5% -$12.7K 0.11% 65
2022
Q2 		$224K Hold
1,635
– – 0.1% 47
2022
Q1 		$285K Buy
1,635
+115
+8% +$19.3K 0.12% 46
2021
Q4 		$270K Hold
1,520
– – 0.11% 50
2021
Q3 		$215K Sell
1,520
-523
-26% -$77K 0.09% 51
2021
Q2 		$280K Buy
+2,043
New +$265K 0.12% 46

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Financial Life Advisors's AAPL Position: Q2 2026 in Review

Financial Life Advisors reduced its Apple (AAPL) stake by 0.17% in Q2 2026, selling an estimated $858 and leaving 1,754 shares worth $508K. The position accounts for 0.14% of the portfolio, ranked #39.

Financial Life Advisors first reported a position in AAPL in Q2 2021 and has held it in 18 quarters since. The position peaked at $523K in Q4 2025. 3,034 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Financial Life Advisors held 1,754 shares of Apple worth $508K as of Q2 2026.
  • Financial Life Advisors sold 3 Apple shares in Q2 2026, an estimated $858.
  • Apple made up 0.14% of Financial Life Advisors's portfolio in Q2 2026, its #39 holding.
  • Financial Life Advisors first reported a position in Apple in Q2 2021 and has held it in 18 quarters since.
  • Financial Life Advisors's Apple position peaked at $523K in Q4 2025.
  • 3,034 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Financial Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.