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Global Wealth Strategies & Associates’s Apple AAPL Stock Holding History

Global Wealth Strategies & Associates’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 		$3.2M Sell
11,051
-366
-3% -$105K 0.61% 24
2026
Q1 		$2.9M Buy
11,417
+157
+1% +$40.9K 0.71% 19
2025
Q4 		$3.06M Sell
11,260
-147
-1% -$39.5K 0.76% 17
2025
Q3 		$2.9M Sell
11,407
-362
-3% -$81.8K 0.75% 16
2025
Q2 		$2.41M Sell
11,769
-578
-5% -$117K 0.69% 19
2025
Q1 		$2.74M Buy
12,347
+838
+7% +$194K 0.83% 14
2024
Q4 		$2.88M Buy
11,509
+838
+8% +$197K 0.9% 14
2024
Q3 		$2.49M Buy
10,671
+406
+4% +$90.7K 0.82% 16
2024
Q2 		$2.16M Sell
10,265
-726
-7% -$135K 0.78% 18
2024
Q1 		$1.88M Buy
10,991
+796
+8% +$145K 0.71% 19
2023
Q4 		$1.96M Buy
10,195
+883
+9% +$163K 0.82% 17
2023
Q3 		$1.59M Buy
9,312
+1,744
+23% +$320K 0.74% 25
2023
Q2 		$1.47M Sell
7,568
-62
-0.8% -$10.8K 0.69% 24
2023
Q1 		$1.26M Buy
7,630
+1,085
+17% +$160K 0.65% 23
2022
Q4 		$850K Buy
+6,545
New +$935K 0.49% 27

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Global Wealth Strategies & Associates's AAPL Position: Q2 2026 in Review

Global Wealth Strategies & Associates reduced its Apple (AAPL) stake by 3.2% in Q2 2026, selling an estimated $105K and leaving 11,051 shares worth $3.2M. The position accounts for 0.61% of the portfolio, ranked #24.

Global Wealth Strategies & Associates first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 2,778 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Global Wealth Strategies & Associates held 11,051 shares of Apple worth $3.2M as of Q2 2026.
  • Global Wealth Strategies & Associates sold 366 Apple shares in Q2 2026, an estimated $105K.
  • Apple made up 0.61% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #24 holding.
  • Global Wealth Strategies & Associates first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 2,778 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.