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Financial Management Professionals’s Apple AAPL Stock Holding History

Financial Management Professionals’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 		$8.12M Buy
28,077
+2,329
+9% +$666K 0.77% 24
2026
Q1 		$6.53M Buy
25,748
+188
+0.7% +$48.9K 0.73% 22
2025
Q4 		$6.95M Sell
25,560
-70
-0.3% -$18.8K 0.72% 25
2025
Q3 		$6.53M Buy
25,630
+4,898
+24% +$1.11M 0.68% 26
2025
Q2 		$4.25M Sell
20,732
-1,669
-7% -$337K 0.48% 27
2025
Q1 		$4.98M Sell
22,401
-290
-1% -$67.2K 0.64% 25
2024
Q4 		$5.68M Sell
22,691
-377
-2% -$88.8K 0.72% 27
2024
Q3 		$5.38M Sell
23,068
-458
-2% -$102K 0.67% 29
2024
Q2 		$4.96M Sell
23,526
-862
-4% -$161K 0.68% 25
2024
Q1 		$4.18M Sell
24,388
-625
-2% -$114K 0.62% 28
2023
Q4 		$4.82M Buy
25,013
+834
+3% +$154K 0.78% 27
2023
Q3 		$4.14M Sell
24,179
-823
-3% -$151K 0.73% 27
2023
Q2 		$4.85M Sell
25,002
-5,450
-18% -$950K 0.81% 29
2023
Q1 		$5.02M Buy
30,452
+2,198
+8% +$324K 0.97% 26
2022
Q4 		$3.68M Sell
28,254
-409
-1% -$58.5K 0.75% 28
2022
Q3 		$3.96M Sell
28,663
-438
-2% -$68.7K 0.91% 25
2022
Q2 		$3.98M Sell
29,101
-112
-0.4% -$17K 0.97% 23
2022
Q1 		$5.1M Buy
29,213
+791
+3% +$133K 1.11% 22
2021
Q4 		$5.05M Sell
28,422
-2,860
-9% -$452K 1.07% 26
2021
Q3 		$4.43M Buy
31,282
+9,031
+41% +$1.33M 1.02% 23
2021
Q2 		$3.05M Buy
22,251
+1,069
+5% +$139K 0.78% 27
2021
Q1 		$2.59M Sell
21,182
-120
-0.6% -$15.4K 0.69% 26
2020
Q4 		$2.83M Buy
21,302
+118
+0.6% +$14.2K 0.79% 22
2020
Q3 		$2.45M Buy
21,184
+900
+4% +$98.2K 0.88% 21
2020
Q2 		$1.85M Buy
20,284
+3,352
+20% +$260K 0.64% 22
2020
Q1 		$1.08M Sell
16,932
-524
-3% -$38.5K 0.46% 26
2019
Q4 		$1.28M Sell
17,456
-1,296
-7% -$83.4K 0.42% 24
2019
Q3 		$1.05M Sell
18,752
-3,240
-15% -$169K 0.39% 27
2019
Q2 		$1.09M Buy
21,992
+4,056
+23% +$198K 0.4% 24
2019
Q1 		$852K Sell
17,936
-1,128
-6% -$47.8K 0.34% 25
2018
Q4 		$752K Buy
19,064
+60
+0.3% +$2.91K 0.47% 19
2018
Q3 		$1.07M Buy
19,004
+556
+3% +$29K 0.42% 25
2018
Q2 		$854K Buy
18,448
+5,296
+40% +$240K 0.35% 27
2018
Q1 		$552K Buy
13,152
+1,892
+17% +$81.5K 0.29% 27
2017
Q4 		$476K Sell
11,260
-124
-1% -$5.18K 0.2% 28
2017
Q3 		$438K Sell
11,384
-652
-5% -$25.3K 0.19% 27
2017
Q2 		$433K Buy
12,036
+8
+0.1% +$296 0.2% 30
2017
Q1 		$432K Buy
12,028
+660
+6% +$21.7K 0.22% 28
2016
Q4 		$329K Buy
11,368
+4
+0% +$113 0.17% 31
2016
Q3 		$321K Buy
11,364
+572
+5% +$15.1K 0.17% 29
2016
Q2 		$257K Buy
10,792
+560
+5% +$13.9K 0.14% 36
2016
Q1 		$279K Sell
10,232
-332
-3% -$8.27K 0.14% 35
2015
Q4 		$277K Buy
10,564
+344
+3% +$9.83K 0.14% 37
2015
Q3 		$282K Sell
10,220
-356
-3% -$10.4K 0.19% 33
2015
Q2 		$331K Buy
10,576
+4
+0% +$128 0.15% 33
2015
Q1 		$329K Sell
10,572
-2,720
-20% -$82.1K 0.15% 29
2014
Q4 		$367K Buy
13,292
+3,204
+32% +$87.2K 0.2% 32
2014
Q3 		$254K Sell
10,088
-3,044
-23% -$74.7K 0.17% 33
2014
Q2 		$305K Sell
13,132
-2,772
-17% -$59K 0.2% 31
2014
Q1 		$305K Sell
15,904
-280
-2% -$5.33K 0.21% 32
2013
Q4 		$324K Sell
16,184
-2,800
-15% -$52.9K 0.22% 28
2013
Q3 		$323K Sell
18,984
-1,400
-7% -$23.2K 0.2% 25
2013
Q2 		$289K Buy
+20,384
New +$314K 0.21% 25

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

Financial Management Professionals's AAPL Position: Q2 2026 in Review

Financial Management Professionals increased its Apple (AAPL) stake by 9% in Q2 2026, buying an estimated $666K and bringing the position to 28,077 shares worth $8.12M. The position accounts for 0.77% of the portfolio, ranked #24.

Financial Management Professionals first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 1,311 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Financial Management Professionals held 28,077 shares of Apple worth $8.12M as of Q2 2026.
  • Financial Management Professionals bought 2,329 Apple shares in Q2 2026, an estimated $666K.
  • Apple made up 0.77% of Financial Management Professionals's portfolio in Q2 2026, its #24 holding.
  • Financial Management Professionals first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
  • 1,311 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.