FORM Wealth Advisors’s Apple AAPL Stock Holding History

FORM Wealth Advisors’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	$1.64M	Sell	5,651 -142	-2%	-$40.6K	0.18%	21
2026 Q1	$1.47M	Sell	5,793 -132	-2%	-$34.4K	0.17%	22
2025 Q4	$1.61M	Buy	+5,925	New	+$1.59M	0.19%	22
2025 Q2	$2.75M	Buy	13,382 +194	+1%	+$39.2K	0.33%	19
2025 Q1	$2.93M	Buy	+13,188	New	+$3.06M	0.4%	18

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

FORM Wealth Advisors's AAPL Position: Q2 2026 in Review

FORM Wealth Advisors reduced its Apple (AAPL) stake by 2.5% in Q2 2026, selling an estimated $40.6K and leaving 5,651 shares worth $1.64M. The position accounts for 0.18% of the portfolio, ranked #21.

FORM Wealth Advisors first reported a position in AAPL in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.93M in Q1 2025. 1,719 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

FORM Wealth Advisors held 5,651 shares of Apple worth $1.64M as of Q2 2026.
FORM Wealth Advisors sold 142 Apple shares in Q2 2026, an estimated $40.6K.
Apple made up 0.18% of FORM Wealth Advisors's portfolio in Q2 2026, its #21 holding.
FORM Wealth Advisors first reported a position in Apple in Q1 2025 and has held it in 5 quarters since.
FORM Wealth Advisors's Apple position peaked at $2.93M in Q1 2025.
1,719 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.