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Investment Advisory Services’s Apple AAPL Stock Holding History

Investment Advisory Services’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 		$13.4M Sell
46,250
-54
-0.1% -$15.4K 3.85% 4
2026
Q1 		$11.8M Sell
46,304
-538
-1% -$140K 3.74% 6
2025
Q4 		$12.7M Sell
46,842
-1,284
-3% -$345K 3.98% 5
2025
Q3 		$12.3M Sell
48,126
-678
-1% -$153K 3.86% 5
2025
Q2 		$10M Buy
48,804
+1,464
+3% +$296K 3.34% 7
2025
Q1 		$10.5M Sell
47,340
-5,942
-11% -$1.38M 3.8% 7
2024
Q4 		$13.3M Sell
53,282
-1,329
-2% -$313K 4.7% 6
2024
Q3 		$12.7M Sell
54,611
-3,296
-6% -$736K 4.49% 6
2024
Q2 		$12.2M Sell
57,907
-1,125
-2% -$210K 4.47% 6
2024
Q1 		$10.1M Sell
59,032
-159
-0.3% -$28.9K 3.72% 6
2023
Q4 		$11.4M Buy
59,191
+264
+0.4% +$48.7K 4.5% 6
2023
Q3 		$10.1M Buy
58,927
+184
+0.3% +$33.7K 4.34% 6
2023
Q2 		$11.4M Sell
58,743
-210
-0.4% -$36.6K 4.81% 6
2023
Q1 		$9.72M Sell
58,953
-638
-1% -$94.1K 4.79% 5
2022
Q4 		$7.74M Buy
59,591
+263
+0.4% +$37.6K 3.98% 6
2022
Q3 		$8.2M Sell
59,328
-67
-0.1% -$10.5K 4.9% 4
2022
Q2 		$8.12M Sell
59,395
-1,008
-2% -$153K 4.69% 3
2022
Q1 		$10.5M Buy
60,403
+1,527
+3% +$257K 5.88% 3
2021
Q4 		$10.5M Buy
58,876
+1,877
+3% +$297K 5.71% 3
2021
Q3 		$8.06M Sell
56,999
-106
-0.2% -$15.6K 4.94% 3
2021
Q2 		$7.82M Buy
+57,105
New +$7.4M 4.83% 3
2020
Q4 		$7.46M Sell
56,229
-328
-0.6% -$39.5K 5.22% 3
2020
Q3 		$6.55M Sell
56,557
-903
-2% -$98.5K 5.17% 3
2020
Q2 		$5.24M Buy
57,460
+2,376
+4% +$184K 4.48% 3
2020
Q1 		$3.51M Buy
55,084
+7,472
+16% +$550K 3.76% 5
2019
Q4 		$3.5M Buy
+47,612
New +$3.06M 3.14% 7

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

Investment Advisory Services's AAPL Position: Q2 2026 in Review

Investment Advisory Services reduced its Apple (AAPL) stake by 0.12% in Q2 2026, selling an estimated $15.4K and leaving 46,250 shares worth $13.4M. The position accounts for 3.85% of the portfolio, ranked #4.

Investment Advisory Services first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Investment Advisory Services held 46,250 shares of Apple worth $13.4M as of Q2 2026.
  • Investment Advisory Services sold 54 Apple shares in Q2 2026, an estimated $15.4K.
  • Apple made up 3.85% of Investment Advisory Services's portfolio in Q2 2026, its #4 holding.
  • Investment Advisory Services first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.