Invictus Private Wealth’s Apple AAPL Stock Holding History

Invictus Private Wealth’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	$57.7M	Sell	199,329 -1,666	-0.8%	-$477K	3.1%	8
2026 Q1	$51M	Buy	200,995 +12,011	+6%	+$3.13M	3.15%	9
2025 Q4	$51.4M	Buy	188,984 +356	+0.2%	+$95.6K	3.11%	8
2025 Q3	$48M	Sell	188,628 -337	-0.2%	-$76.1K	3.01%	10
2025 Q2	$38.8M	Sell	188,965 -2,774	-1%	-$560K	2.66%	13
2025 Q1	$42.6M	Sell	191,739 -356	-0.2%	-$82.5K	3.38%	9
2024 Q4	$48.1M	Sell	192,095 -1,452	-0.8%	-$342K	3.66%	7
2024 Q3	$45.1M	Sell	193,547 -584	-0.3%	-$130K	3.57%	8
2024 Q2	$40.9M	Buy	194,131 +2,019	+1%	+$377K	3.43%	8
2024 Q1	$32.9M	Sell	192,112 -3,337	-2%	-$607K	2.92%	11
2023 Q4	$37.6M	Sell	195,449 -1,428	-0.7%	-$264K	3.68%	7
2023 Q3	$33.7M	Buy	196,877 +1,778	+0.9%	+$326K	3.69%	7
2023 Q2	$37.8M	Buy	195,099 +518	+0.3%	+$90.3K	4.08%	7
2023 Q1	$32.1M	Sell	194,581 -1,929	-1%	-$285K	3.78%	8
2022 Q4	$25.5M	Buy	+196,510	New	+$28.1M	3.29%	9

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Invictus Private Wealth's AAPL Position: Q2 2026 in Review

Invictus Private Wealth reduced its Apple (AAPL) stake by 0.83% in Q2 2026, selling an estimated $477K and leaving 199,329 shares worth $57.7M. The position accounts for 3.1% of the portfolio, ranked #8.

Invictus Private Wealth first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Invictus Private Wealth held 199,329 shares of Apple worth $57.7M as of Q2 2026.
Invictus Private Wealth sold 1,666 Apple shares in Q2 2026, an estimated $477K.
Apple made up 3.1% of Invictus Private Wealth's portfolio in Q2 2026, its #8 holding.
Invictus Private Wealth first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.