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Fingerlakes Wealth Management’s Apple AAPL Stock Holding History

Fingerlakes Wealth 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
2026
Q2 		$8.87M Sell
30,658
-58
-0.2% -$16.6K 4.77% 5
2026
Q1 		$7.8M Sell
30,716
-1,181
-4% -$307K 5.17% 4
2025
Q4 		$8.67M Sell
31,897
-267
-0.8% -$71.7K 5.51% 3
2025
Q3 		$8.19M Sell
32,164
-265
-0.8% -$59.9K 5.34% 3
2025
Q2 		$6.65M Sell
32,429
-822
-2% -$166K 4.97% 3
2025
Q1 		$7.39M Sell
33,251
-1,632
-5% -$378K 6.28% 2
2024
Q4 		$8.74M Sell
34,883
-430
-1% -$101K 7.05% 2
2024
Q3 		$8.23M Sell
35,313
-470
-1% -$105K 6.84% 1
2024
Q2 		$7.54M Buy
35,783
+62
+0.2% +$11.6K 6.76% 1
2024
Q1 		$6.13M Sell
35,721
-392
-1% -$71.3K 5.91% 2
2023
Q4 		$6.95M Buy
36,113
+113
+0.3% +$20.9K 7.47% 1
2023
Q3 		$6.16M Sell
36,000
-177
-0.5% -$32.5K 7.53% 1
2023
Q2 		$7.02M Buy
36,177
+68
+0.2% +$11.8K 8.03% 1
2023
Q1 		$5.95M Buy
36,109
+209
+0.6% +$30.8K 7.42% 1
2022
Q4 		$4.66M Sell
35,900
-1,239
-3% -$177K 6.41% 1
2022
Q3 		$5.13M Sell
37,139
-1,877
-5% -$295K 7.49% 1
2022
Q2 		$5.33M Sell
39,016
-690
-2% -$104K 7.3% 1
2022
Q1 		$6.93M Sell
39,706
-287
-0.7% -$48.3K 8.11% 1
2021
Q4 		$7.11M Buy
+39,993
New +$6.32M 8% 2

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
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
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
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

Fingerlakes Wealth Management's AAPL Position: Q2 2026 in Review

Fingerlakes Wealth Management reduced its Apple (AAPL) stake by 0.19% in Q2 2026, selling an estimated $16.6K and leaving 30,658 shares worth $8.87M. The position accounts for 4.77% of the portfolio, ranked #5.

Fingerlakes Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 1,933 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Fingerlakes Wealth Management held 30,658 shares of Apple worth $8.87M as of Q2 2026.
  • Fingerlakes Wealth Management sold 58 Apple shares in Q2 2026, an estimated $16.6K.
  • Apple made up 4.77% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Fingerlakes Wealth Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 1,933 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.