Keyes Stange & Wooten Wealth Management’s Apple AAPL Stock Holding History

Keyes Stange & Wooten 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	$3.62M	Buy	12,525 +2	+0%	+$572	1.45%	11
2026 Q1	$3.18M	Buy	12,523 +669	+6%	+$174K	1.42%	11
2025 Q4	$3.22M	Sell	11,854 -150	-1%	-$40.3K	1.53%	11
2025 Q3	$3.06M	Sell	12,004 -310	-3%	-$70K	1.48%	11
2025 Q2	$2.53M	Sell	12,314 -99	-0.8%	-$20K	1.31%	11
2025 Q1	$2.76M	Buy	12,413 +178	+1%	+$41.2K	1.57%	11
2024 Q4	$3.06M	Sell	12,235 -147	-1%	-$34.6K	1.81%	11
2024 Q3	$2.89M	Sell	12,382 -149	-1%	-$33.3K	1.71%	11
2024 Q2	$2.64M	Sell	12,531 -158	-1%	-$29.5K	1.84%	11
2024 Q1	$2.18M	Sell	12,689 -604	-5%	-$110K	1.92%	9
2023 Q4	$2.56M	Buy	+13,293	New	+$2.45M	2.72%	7

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Keyes Stange & Wooten Wealth Management's AAPL Position: Q2 2026 in Review

Keyes Stange & Wooten Wealth Management increased its Apple (AAPL) stake by 0.02% in Q2 2026, buying an estimated $572 and bringing the position to 12,525 shares worth $3.62M. The position accounts for 1.45% of the portfolio, ranked #11.

Keyes Stange & Wooten Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 2,936 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Keyes Stange & Wooten Wealth Management held 12,525 shares of Apple worth $3.62M as of Q2 2026.
Keyes Stange & Wooten Wealth Management bought 2 Apple shares in Q2 2026, an estimated $572.
Apple made up 1.45% of Keyes Stange & Wooten Wealth Management's portfolio in Q2 2026, its #11 holding.
Keyes Stange & Wooten Wealth Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
2,936 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.