Forthright Family Wealth Advisory’s Apple AAPL Stock Holding History

Forthright Family Wealth Advisory’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	$2.61M	Sell	9,037 -3,859	-30%	-$1.1M	1.48%	20
2026 Q1	$2.21M	Buy	12,896 +3,906	+43%	+$1.02M	1.48%	19
2025 Q4	$2.44M	Sell	8,990 -1,090	-11%	-$293K	1.54%	20
2025 Q3	$2.57M	Buy	10,080 +73	+0.7%	+$16.5K	1.58%	20
2025 Q2	$2.05M	Sell	10,007 -64	-0.6%	-$12.9K	1.3%	18
2025 Q1	$2.24M	Sell	10,071 -84	-0.8%	-$19.5K	1.48%	18
2024 Q4	$2.54M	Sell	10,155 -562	-5%	-$132K	1.65%	15
2024 Q3	$2.6M	Sell	10,717 -2,738	-20%	-$611K	1.67%	17
2024 Q2	$2.83M	Buy	13,455 +559	+4%	+$104K	1.83%	13
2024 Q1	$2.21M	Buy	12,896 +69	+0.5%	+$12.5K	1.48%	19
2023 Q4	$2.47M	Buy	+12,827	New	+$2.37M	1.93%	14

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Forthright Family Wealth Advisory's AAPL Position: Q2 2026 in Review

Forthright Family Wealth Advisory reduced its Apple (AAPL) stake by 30% in Q2 2026, selling an estimated $1.1M and leaving 9,037 shares worth $2.61M. The position accounts for 1.48% of the portfolio, ranked #20.

Forthright Family Wealth Advisory first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.83M in Q2 2024. 3,103 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Forthright Family Wealth Advisory held 9,037 shares of Apple worth $2.61M as of Q2 2026.
Forthright Family Wealth Advisory sold 3,859 Apple shares in Q2 2026, an estimated $1.1M.
Apple made up 1.48% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #20 holding.
Forthright Family Wealth Advisory first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
Forthright Family Wealth Advisory's Apple position peaked at $2.83M in Q2 2024.
3,103 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.