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IFP Advisors’s Apple AAPL Stock Holding History

IFP Advisors’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
2019
Q1 		– Sell
-2,000
Closed -$78K – 2340
2018
Q4 		$78K Buy
2,000
+1,200
+150% +$58.2K ﹤0.01% 1335
2018
Q3 		$45K Buy
+800
New +$41.7K ﹤0.01% 1944
2018
Q1 		– Sell
-800
Closed -$34K – 3732
2017
Q4 		$34K Sell
800
-2,000
-71% -$83.6K ﹤0.01% 2055
2017
Q3 		$108K Buy
+2,800
New +$109K ﹤0.01% 1501

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
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
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
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

IFP Advisors's AAPL Position: Q2 2026 in Review

IFP Advisors reduced its Apple (AAPL) stake by 0.06% in Q2 2026, selling an estimated $85.2K and leaving 484,958 shares worth $140M. The position accounts for 2.53% of the portfolio, ranked #1.

IFP Advisors first reported a position in AAPL in Q4 2015 and has held it in 42 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • IFP Advisors held 484,958 shares of Apple worth $140M as of Q2 2026.
  • IFP Advisors sold 298 Apple shares in Q2 2026, an estimated $85.2K.
  • Apple made up 2.53% of IFP Advisors's portfolio in Q2 2026, its #1 holding.
  • IFP Advisors first reported a position in Apple in Q4 2015 and has held it in 42 quarters since.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.