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Forza Wealth Management’s Apple AAPL Stock Holding History

Forza Wealth 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
2026
Q2 		$3.81M Sell
13,156
-722
-5% -$207K 1.17% 23
2026
Q1 		$3.52M Buy
13,878
+679
+5% +$177K 1.23% 23
2025
Q4 		$3.59M Sell
13,199
-94
-0.7% -$25.2K 1.3% 22
2025
Q3 		$3.38M Buy
13,293
+687
+5% +$155K 1.3% 22
2025
Q2 		$2.59M Sell
12,606
-279
-2% -$56.3K 1.06% 28
2025
Q1 		$2.86M Sell
12,885
-380
-3% -$88K 1.29% 24
2024
Q4 		$3.32M Sell
13,265
-293
-2% -$69.1K 1.51% 17
2024
Q3 		$3.16M Buy
13,558
+298
+2% +$66.5K 1.45% 16
2024
Q2 		$2.79M Sell
13,260
-393
-3% -$73.3K 1.44% 18
2024
Q1 		$2.34M Sell
13,653
-400
-3% -$72.7K 1.22% 21
2023
Q4 		$2.71M Sell
14,053
-1,107
-7% -$204K 1.49% 18
2023
Q3 		$2.6M Sell
15,160
-625
-4% -$115K 1.34% 20
2023
Q2 		$3.06M Sell
15,785
-251
-2% -$43.7K 1.54% 13
2023
Q1 		$2.64M Buy
16,036
+10
+0.1% +$1.48K 1.36% 18
2022
Q4 		$2.08M Buy
+16,026
New +$2.29M 1.38% 20

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

Forza Wealth Management's AAPL Position: Q2 2026 in Review

Forza Wealth Management reduced its Apple (AAPL) stake by 5.2% in Q2 2026, selling an estimated $207K and leaving 13,156 shares worth $3.81M. The position accounts for 1.17% of the portfolio, ranked #23.

Forza Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 1,336 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Forza Wealth Management held 13,156 shares of Apple worth $3.81M as of Q2 2026.
  • Forza Wealth Management sold 722 Apple shares in Q2 2026, an estimated $207K.
  • Apple made up 1.17% of Forza Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Forza Wealth Management first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 1,336 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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