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Flywheel Private Wealth’s Apple AAPL Stock Holding History

Flywheel Private Wealth’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 		$2.34M Hold
8,101
– – 1.16% 18
2026
Q1 		$2.06M Buy
8,101
+350
+5% +$91.1K 1.17% 18
2025
Q4 		$2.11M Sell
7,751
-1,310
-14% -$352K 1.32% 19
2025
Q3 		$2.31M Sell
9,061
-12
-0.1% -$2.71K 1.8% 16
2025
Q2 		$1.86M Sell
9,073
-162
-2% -$32.7K 1.49% 18
2025
Q1 		$2.05M Sell
9,235
-300
-3% -$69.5K 1.87% 15
2024
Q4 		$2.39M Buy
+9,535
New +$2.25M 2.2% 14

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

Flywheel Private Wealth's AAPL Position: Q2 2026 in Review

Flywheel Private Wealth held its Apple (AAPL) position steady in Q2 2026 at 8,101 shares worth $2.34M. The position accounts for 1.16% of the portfolio, ranked #18.

Flywheel Private Wealth first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.39M in Q4 2024. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Flywheel Private Wealth held 8,101 shares of Apple worth $2.34M as of Q2 2026.
  • Flywheel Private Wealth left its Apple share count unchanged in Q2 2026.
  • Apple made up 1.16% of Flywheel Private Wealth's portfolio in Q2 2026, its #18 holding.
  • Flywheel Private Wealth first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Flywheel Private Wealth's Apple position peaked at $2.39M in Q4 2024.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.