Higgins & Schmidt Wealth Strategies’s Apple AAPL Stock Holding History

Higgins & Schmidt Wealth Strategies’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	$1.05M	Buy	3,615 +25	+0.7%	+$7.15K	0.43%	26
2026 Q1	$911K	Sell	3,590 -4,218	-54%	-$1.1M	0.42%	28
2025 Q4	$2.12M	Sell	7,808 -1,621	-17%	-$435K	1.01%	19
2025 Q3	$2.4M	Buy	9,429 +3,868	+70%	+$874K	1.21%	15
2025 Q2	$1.14M	Buy	5,561 +26	+0.5%	+$5.25K	0.63%	21
2025 Q1	$1.23M	Sell	5,535 -84	-1%	-$19.5K	0.73%	22
2024 Q4	$1.41M	Sell	5,619 -633	-10%	-$149K	0.88%	21
2024 Q3	$1.46M	Sell	6,252 -138	-2%	-$30.8K	0.94%	17
2024 Q2	$1.35M	Sell	6,390 -509	-7%	-$94.9K	0.97%	15
2024 Q1	$1.18M	Buy	6,899 +683	+11%	+$124K	0.87%	16
2023 Q4	$1.2M	Buy	+6,216	New	+$1.15M	0.96%	16

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's AAPL Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies increased its Apple (AAPL) stake by 0.7% in Q2 2026, buying an estimated $7.15K and bringing the position to 3,615 shares worth $1.05M. The position accounts for 0.43% of the portfolio, ranked #26.

Higgins & Schmidt Wealth Strategies first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.4M in Q3 2025. 3,161 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Higgins & Schmidt Wealth Strategies held 3,615 shares of Apple worth $1.05M as of Q2 2026.
Higgins & Schmidt Wealth Strategies bought 25 Apple shares in Q2 2026, an estimated $7.15K.
Apple made up 0.43% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #26 holding.
Higgins & Schmidt Wealth Strategies first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
Higgins & Schmidt Wealth Strategies's Apple position peaked at $2.4M in Q3 2025.
3,161 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.