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Financial Perspectives’s Apple AAPL Stock Holding History

Financial Perspectives’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 		$18.7M Sell
64,612
-918
-1% -$263K 4.55% 3
2026
Q1 		$16.6M Buy
65,530
+1,640
+3% +$427K 4.64% 4
2025
Q4 		$17.4M Sell
63,890
-78
-0.1% -$20.9K 4.68% 4
2025
Q3 		$16.3M Sell
63,968
-1,074
-2% -$243K 4.52% 5
2025
Q2 		$13.3M Buy
65,042
+1,335
+2% +$270K 4.03% 6
2025
Q1 		$14.2M Sell
63,707
-936
-1% -$217K 4.85% 4
2024
Q4 		$16.2M Buy
64,643
+536
+0.8% +$126K 5.44% 4
2024
Q3 		$14.9M Buy
64,107
+329
+0.5% +$73.5K 5.18% 3
2024
Q2 		$13.4M Sell
63,778
-445
-0.7% -$83K 4.96% 5
2024
Q1 		$11M Sell
64,223
-1,205
-2% -$219K 4.17% 5
2023
Q4 		$12.6M Sell
65,428
-56
-0.1% -$10.3K 5.11% 3
2023
Q3 		$11.2M Sell
65,484
-117
-0.2% -$21.5K 5.13% 3
2023
Q2 		$12.7M Buy
65,601
+494
+0.8% +$86.1K 5.6% 3
2023
Q1 		$10.7M Buy
65,107
+460
+0.7% +$67.9K 5.13% 3
2022
Q4 		$8.4M Sell
64,647
-97
-0.1% -$13.9K 4.3% 3
2022
Q3 		$8.95M Buy
64,744
+1,281
+2% +$201K 5.02% 4
2022
Q2 		$8.68M Buy
63,463
+13
+0% +$1.97K 4.9% 4
2022
Q1 		$11.1M Buy
63,450
+151
+0.2% +$25.4K 5.17% 4
2021
Q4 		$11.2M Buy
63,299
+13
+0% +$2.05K 5.32% 4
2021
Q3 		$8.96M Buy
63,286
+1,753
+3% +$258K 4.51% 5
2021
Q2 		$8.43M Sell
61,533
-7,447,337
-99% -$965M 4.1% 5
2021
Q1 		$61.5M Buy
7,508,870
+7,446,809
+11,999% +$956M 3.06% 6
2020
Q4 		$8.23M Buy
62,061
+1,803
+3% +$217K 4.68% 3
2020
Q3 		$6.98M Sell
60,258
-2,610
-4% -$285K 4.59% 3
2020
Q2 		$5.73M Sell
62,868
-5,420
-8% -$420K 4.1% 6
2020
Q1 		$4.34M Buy
68,288
+7,608
+13% +$560K 3.51% 7
2019
Q4 		$4.45M Buy
+60,680
New +$3.9M 3.04% 6

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
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
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

Financial Perspectives's AAPL Position: Q2 2026 in Review

Financial Perspectives reduced its Apple (AAPL) stake by 1.4% in Q2 2026, selling an estimated $263K and leaving 64,612 shares worth $18.7M. The position accounts for 4.55% of the portfolio, ranked #3.

Financial Perspectives first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $61.5M in Q1 2021. 2,936 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Financial Perspectives held 64,612 shares of Apple worth $18.7M as of Q2 2026.
  • Financial Perspectives sold 918 Apple shares in Q2 2026, an estimated $263K.
  • Apple made up 4.55% of Financial Perspectives's portfolio in Q2 2026, its #3 holding.
  • Financial Perspectives first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's Apple position peaked at $61.5M in Q1 2021.
  • 2,936 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.