Global Wealth Management’s Apple AAPL Stock Holding History

Global 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	$756K	Buy	2,614 +2	+0.1%	+$572	0.39%	20
2026 Q1	$663K	Buy	2,612 +1	+0%	+$260	0.36%	24
2025 Q4	$710K	Sell	2,611 -49	-2%	-$13.2K	0.38%	20
2025 Q3	$677K	Buy	2,660 +3	+0.1%	+$678	0.36%	22
2025 Q2	$554K	Buy	2,657 +403	+18%	+$81.4K	0.3%	22
2025 Q1	$501K	Buy	2,254 +3	+0.1%	+$695	0.29%	22
2024 Q4	$564K	Buy	2,251 +2	+0.1%	+$471	0.36%	22
2024 Q3	$524K	Buy	+2,249	New	+$502K	0.35%	19

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

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

Global Wealth Management increased its Apple (AAPL) stake by 0.08% in Q2 2026, buying an estimated $572 and bringing the position to 2,614 shares worth $756K. The position accounts for 0.39% of the portfolio, ranked #20.

Global Wealth Management first reported a position in AAPL in Q3 2024 and has held it in 8 quarters since. 1,719 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Global Wealth Management held 2,614 shares of Apple worth $756K as of Q2 2026.
Global Wealth Management bought 2 Apple shares in Q2 2026, an estimated $572.
Apple made up 0.39% of Global Wealth Management's portfolio in Q2 2026, its #20 holding.
Global Wealth Management first reported a position in Apple in Q3 2024 and has held it in 8 quarters since.
1,719 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Global Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.