IWM
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Integris Wealth Management’s Apple AAPL Stock Holding History

Integris 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 		$12.5M Buy
43,103
+2,506
+6% +$717K 2.52% 12
2026
Q1 		$10.3M Buy
40,597
+79
+0.2% +$20.6K 2.37% 12
2025
Q4 		$11M Sell
40,518
-486
-1% -$130K 2.51% 12
2025
Q3 		$10.4M Sell
41,004
-237
-0.6% -$53.5K 2.54% 12
2025
Q2 		$8.46M Buy
41,241
+656
+2% +$132K 2.21% 13
2025
Q1 		$9.02M Sell
40,585
-254
-0.6% -$58.8K 2.57% 11
2024
Q4 		$10.2M Buy
40,839
+656
+2% +$155K 2.88% 11
2024
Q3 		$9.36M Buy
40,183
+570
+1% +$127K 2.62% 12
2024
Q2 		$8.34M Sell
39,613
-561
-1% -$105K 2.41% 14
2024
Q1 		$6.89M Buy
40,174
+212
+0.5% +$38.5K 1.9% 15
2023
Q4 		$7.69M Buy
39,962
+1,377
+4% +$254K 2.28% 14
2023
Q3 		$6.61M Buy
38,585
+20,977
+119% +$3.85M 2.17% 15
2023
Q2 		$3.42M Sell
17,608
-178
-1% -$31K 1.21% 17
2023
Q1 		$2.93M Sell
17,786
-3,962
-18% -$585K 1.08% 18
2022
Q4 		$2.83M Buy
+21,748
New +$3.11M 1.1% 17

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
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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return