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Formidable Asset Management’s Apple AAPL Stock Holding History

Formidable Asset 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
2018
Q3 		– Sell
-40
Closed -$24K – 164
2018
Q2 		$24K Buy
+40
New +$1.81K 0.01% 97
2017
Q2 		– Sell
-112
Closed -$11K – 172
2017
Q1 		$11K Buy
+112
New +$3.69K ﹤0.01% 196

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
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Formidable Asset Management's AAPL Position: Q2 2026 in Review

Formidable Asset Management reduced its Apple (AAPL) stake by 1.2% in Q2 2026, selling an estimated $632K and leaving 178,292 shares worth $45.2M. The position accounts for 7.2% of the portfolio, ranked #1.

Formidable Asset Management first reported a position in AAPL in Q3 2013 and has held it in 52 quarters since. The position peaked at $54.1M in Q4 2024. 1,328 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Formidable Asset Management held 178,292 shares of Apple worth $45.2M as of Q2 2026.
  • Formidable Asset Management sold 2,210 Apple shares in Q2 2026, an estimated $632K.
  • Apple made up 7.2% of Formidable Asset Management's portfolio in Q2 2026, its #1 holding.
  • Formidable Asset Management first reported a position in Apple in Q3 2013 and has held it in 52 quarters since.
  • Formidable Asset Management's Apple position peaked at $54.1M in Q4 2024.
  • 1,328 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.