Focus Partners Wealth’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.89B Sell
10,016,436
-21,352
-0.2% -$6.11M 2.96% 1
2026
Q1
$2.54B Buy
10,037,788
+516,119
+5% +$134M 2.83% 1
2025
Q4
$2.57B Buy
9,521,669
+2,748,963
+41% +$738M 2.93% 1
2025
Q3
$1.72B Buy
6,772,706
+497,415
+8% +$112M 2.78% 2
2025
Q2
$1.29B Buy
6,275,291
+575,920
+10% +$116M 2.79% 3
2025
Q1
$1.27B Buy
5,699,371
+85,560
+2% +$19.8M 3.17% 2
2024
Q4
$1.41B Buy
5,613,811
+1,861,903
+50% +$439M 3.65% 1
2024
Q3
$871M Sell
3,751,908
-103,413
-3% -$23.1M 2.78% 2
2024
Q2
$812M Buy
3,855,321
+1,993,553
+107% +$372M 2.73% 3
2024
Q1
$319M Buy
1,861,768
+806,919
+76% +$147M 2.59% 4
2023
Q4
$203M Buy
+1,054,849
New +$195M 2.66% 6

Other funds holding AAPL

Focus Partners Wealth's AAPL Position: Q2 2026 in Review

Focus Partners Wealth reduced its Apple (AAPL) stake by 0.21% in Q2 2026, selling an estimated $6.11M and leaving 10,016,436 shares worth $2.89B. The position accounts for 2.96% of the portfolio, ranked #1.

Focus Partners Wealth first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Focus Partners Wealth held 10,016,436 shares of Apple worth $2.89B as of Q2 2026.
  • Focus Partners Wealth sold 21,352 Apple shares in Q2 2026, an estimated $6.11M.
  • Apple made up 2.96% of Focus Partners Wealth's portfolio in Q2 2026, its #1 holding.
  • Focus Partners Wealth first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.