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Financial Symmetry’s Apple AAPL Stock Holding History

Financial Symmetry’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 		$3.62M Buy
12,525
+510
+4% +$146K 1.21% 15
2026
Q1 		$3.26M Sell
12,015
-589
-5% -$153K 1.16% 16
2025
Q4 		$3.43M Sell
12,604
-543
-4% -$146K 1.4% 14
2025
Q3 		$3.35M Buy
13,147
+1,038
+9% +$234K 1.5% 13
2025
Q2 		$2.48M Buy
12,109
+303
+3% +$61.2K 1.28% 16
2025
Q1 		$2.62M Buy
11,806
+415
+4% +$96.1K 1.61% 12
2024
Q4 		$2.85M Sell
11,391
-244
-2% -$57.5K 1.93% 11
2024
Q3 		$2.71M Sell
11,635
-161
-1% -$36K 1.89% 10
2024
Q2 		$2.48M Buy
11,796
+62
+0.5% +$11.6K 1.93% 10
2024
Q1 		$2.01M Buy
11,734
+288
+3% +$52.4K 1.76% 12
2023
Q4 		$2.2M Buy
+11,446
New +$2.11M 2.17% 10

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 Symmetry's AAPL Position: Q2 2026 in Review

Financial Symmetry increased its Apple (AAPL) stake by 4.2% in Q2 2026, buying an estimated $146K and bringing the position to 12,525 shares worth $3.62M. The position accounts for 1.21% of the portfolio, ranked #15.

Financial Symmetry first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 2,936 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Financial Symmetry held 12,525 shares of Apple worth $3.62M as of Q2 2026.
  • Financial Symmetry bought 510 Apple shares in Q2 2026, an estimated $146K.
  • Apple made up 1.21% of Financial Symmetry's portfolio in Q2 2026, its #15 holding.
  • Financial Symmetry first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 2,936 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.