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Foundation Wealth Management (Missouri)’s Apple AAPL Stock Holding History

Foundation Wealth Management (Missouri)’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 		$3.78M Sell
13,048
-762
-6% -$218K 2.23% 8
2026
Q1 		$3.5M Sell
13,810
-860
-6% -$224K 2.37% 9
2025
Q4 		$3.99M Sell
14,670
-399
-3% -$107K 2.63% 6
2025
Q3 		$3.84M Hold
15,069
– – 2.45% 8
2025
Q2 		$3.09M Sell
15,069
-19
-0.1% -$3.84K 2.15% 9
2025
Q1 		$3.35M Buy
15,088
+3
+0% +$695 2.63% 9
2024
Q4 		$3.78M Sell
15,085
-1,293
-8% -$305K 2.93% 5
2024
Q3 		$3.82M Sell
16,378
-1,431
-8% -$320K 2.9% 5
2024
Q2 		$3.75M Sell
17,809
-946
-5% -$176K 2.94% 5
2024
Q1 		$3.22M Sell
18,755
-176
-0.9% -$32K 2.62% 8
2023
Q4 		$3.64M Buy
18,931
+40
+0.2% +$7.39K 3.26% 5
2023
Q3 		$3.23M Sell
18,891
-230
-1% -$42.2K 3.23% 7
2023
Q2 		$3.71M Sell
19,121
-722
-4% -$126K 3.62% 5
2023
Q1 		$3.27M Sell
19,843
-4,675
-19% -$690K 3.37% 8
2022
Q4 		$3.19M Buy
+24,518
New +$3.5M 3.23% 9

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Foundation Wealth Management (Missouri)'s AAPL Position: Q2 2026 in Review

Foundation Wealth Management (Missouri) reduced its Apple (AAPL) stake by 5.5% in Q2 2026, selling an estimated $218K and leaving 13,048 shares worth $3.78M. The position accounts for 2.23% of the portfolio, ranked #8.

Foundation Wealth Management (Missouri) first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.99M in Q4 2025. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Foundation Wealth Management (Missouri) held 13,048 shares of Apple worth $3.78M as of Q2 2026.
  • Foundation Wealth Management (Missouri) sold 762 Apple shares in Q2 2026, an estimated $218K.
  • Apple made up 2.23% of Foundation Wealth Management (Missouri)'s portfolio in Q2 2026, its #8 holding.
  • Foundation Wealth Management (Missouri) first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Foundation Wealth Management (Missouri)'s Apple position peaked at $3.99M in Q4 2025.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q2 2026, filed 30 Jul 2026.