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Great Waters Wealth Management’s Apple AAPL Stock Holding History

Great Waters 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 		$8.91M Buy
30,795
+943
+3% +$270K 0.83% 12
2026
Q1 		$7.58M Sell
29,852
-67
-0.2% -$17.4K 0.8% 13
2025
Q4 		$8.13M Sell
29,919
-72
-0.2% -$19.3K 0.89% 13
2025
Q3 		$7.64M Sell
29,991
-1,106
-4% -$250K 0.9% 13
2025
Q2 		$6.38M Sell
31,097
-292
-0.9% -$59K 0.83% 13
2025
Q1 		$6.97M Sell
31,389
-5,886
-16% -$1.36M 0.97% 14
2024
Q4 		$9.33M Buy
37,275
+686
+2% +$162K 1.2% 13
2024
Q3 		$8.53M Sell
36,589
-2,197
-6% -$491K 1.15% 14
2024
Q2 		$8.17M Buy
38,786
+2,695
+7% +$503K 1.25% 14
2024
Q1 		$6.19M Sell
36,091
-21
-0.1% -$3.82K 1.01% 14
2023
Q4 		$6.65M Buy
36,112
+17
+0% +$3.14K 1.18% 14
2023
Q3 		$6.41M Sell
36,095
-87
-0.2% -$16K 1.27% 14
2023
Q2 		$7.02M Sell
36,182
-377
-1% -$65.7K 1.4% 13
2023
Q1 		$6.03M Buy
36,559
+373
+1% +$55K 1.27% 13
2022
Q4 		$5.13M Buy
+36,186
New +$5.17M 1.11% 13

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
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

Great Waters Wealth Management's AAPL Position: Q2 2026 in Review

Great Waters Wealth Management increased its Apple (AAPL) stake by 3.2% in Q2 2026, buying an estimated $270K and bringing the position to 30,795 shares worth $8.91M. The position accounts for 0.83% of the portfolio, ranked #12.

Great Waters Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.33M in Q4 2024. 2,799 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Great Waters Wealth Management held 30,795 shares of Apple worth $8.91M as of Q2 2026.
  • Great Waters Wealth Management bought 943 Apple shares in Q2 2026, an estimated $270K.
  • Apple made up 0.83% of Great Waters Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Great Waters Wealth Management first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Great Waters Wealth Management's Apple position peaked at $9.33M in Q4 2024.
  • 2,799 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.