JF
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Joule Financial’s Apple AAPL Stock Holding History

Joule Financial’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 		$2.39M Buy
8,244
+176
+2% +$50.3K 0.65% 24
2026
Q1 		$2.05M Buy
8,068
+2,835
+54% +$738K 0.6% 22
2025
Q4 		$1.42M Buy
5,233
+130
+3% +$34.9K 0.43% 30
2025
Q3 		$1.3M Sell
5,103
-497
-9% -$112K 0.39% 32
2025
Q2 		$1.15M Sell
5,600
-250
-4% -$50.5K 0.37% 34
2025
Q1 		$1.3M Buy
5,850
+2,507
+75% +$581K 0.46% 29
2024
Q4 		$837K Buy
3,343
+189
+6% +$44.5K 0.3% 43
2024
Q3 		$735K Buy
3,154
+108
+4% +$24.1K 0.27% 45
2024
Q2 		$642K Buy
3,046
+298
+11% +$55.6K 0.26% 46
2024
Q1 		$471K Sell
2,748
-234
-8% -$42.5K 0.19% 55
2023
Q4 		$574K Sell
2,982
-4,544
-60% -$839K 0.27% 47
2023
Q3 		$1.29M Buy
7,526
+903
+14% +$166K 0.66% 19
2023
Q2 		$1.28M Sell
6,623
-487
-7% -$84.9K 0.66% 22
2023
Q1 		$1.17M Buy
7,110
+4,320
+155% +$637K 0.63% 24
2022
Q4 		$362K Sell
2,790
-46
-2% -$6.57K 0.24% 56
2022
Q3 		$392K Buy
2,836
+84
+3% +$13.2K 0.29% 53
2022
Q2 		$376K Buy
+2,752
New +$417K 0.29% 52

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

Joule Financial's AAPL Position: Q2 2026 in Review

Joule Financial increased its Apple (AAPL) stake by 2.2% in Q2 2026, buying an estimated $50.3K and bringing the position to 8,244 shares worth $2.39M. The position accounts for 0.65% of the portfolio, ranked #24.

Joule Financial first reported a position in AAPL in Q2 2022 and has held it in 17 quarters since. 2,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Joule Financial held 8,244 shares of Apple worth $2.39M as of Q2 2026.
  • Joule Financial bought 176 Apple shares in Q2 2026, an estimated $50.3K.
  • Apple made up 0.65% of Joule Financial's portfolio in Q2 2026, its #24 holding.
  • Joule Financial first reported a position in Apple in Q2 2022 and has held it in 17 quarters since.
  • 2,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.