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Heritage Wealth Architects’s Apple AAPL Stock Holding History

Heritage Wealth Architects’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 		$2.01M Hold
6,331
– – 0.8% 18
2026
Q1 		$1.77M Sell
6,331
-64
-1% -$16.7K 0.74% 21
2025
Q4 		$1.59M Buy
6,395
+2,877
+82% +$772K 0.74% 22
2025
Q3 		$896K Buy
3,518
+1
+0% +$226 0.55% 31
2025
Q2 		$722K Buy
3,517
+1,465
+71% +$296K 0.53% 29
2025
Q1 		$456K Buy
+2,052
New +$475K 0.44% 24

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Heritage Wealth Architects's AAPL Position: Q2 2026 in Review

Heritage Wealth Architects held its Apple (AAPL) position steady in Q2 2026 at 6,331 shares worth $2.01M. The position accounts for 0.8% of the portfolio, ranked #18.

Heritage Wealth Architects first reported a position in AAPL in Q1 2025 and has held it in 6 quarters since. 1,520 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Heritage Wealth Architects held 6,331 shares of Apple worth $2.01M as of Q2 2026.
  • Heritage Wealth Architects left its Apple share count unchanged in Q2 2026.
  • Apple made up 0.8% of Heritage Wealth Architects's portfolio in Q2 2026, its #18 holding.
  • Heritage Wealth Architects first reported a position in Apple in Q1 2025 and has held it in 6 quarters since.
  • 1,520 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.