Koa Wealth Management’s Apple AAPL Stock Holding History

Koa 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	$16.4M	Sell	56,710 -24	-0%	-$6.87K	11.16%	2
2026 Q1	$14.4M	Sell	56,734 -561	-1%	-$146K	10.41%	2
2025 Q4	$15.6M	Sell	57,295 -2,810	-5%	-$754K	10.7%	2
2025 Q3	$15.3M	Sell	60,105 -1,691	-3%	-$382K	11.35%	2
2025 Q2	$12.7M	Sell	61,796 -23	-0%	-$4.64K	10.07%	2
2025 Q1	$13.7M	Sell	61,819 -5,176	-8%	-$1.2M	11.09%	2
2024 Q4	$16.8M	Sell	66,995 -4,026	-6%	-$949K	13.71%	2
2024 Q3	$16.5M	Sell	71,021 -3,322	-4%	-$742K	12.78%	2
2024 Q2	$15.7M	Sell	74,343 -4,517	-6%	-$842K	13.23%	2
2024 Q1	$13.5M	Buy	78,860 +320	+0.4%	+$58.2K	12.19%	2
2023 Q4	$15.1M	Buy	+78,540	New	+$14.5M	14.93%	1

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

Koa Wealth Management's AAPL Position: Q2 2026 in Review

Koa Wealth Management reduced its Apple (AAPL) stake by 0.04% in Q2 2026, selling an estimated $6.87K and leaving 56,710 shares worth $16.4M. The position accounts for 11.16% of the portfolio, ranked #2.

Koa Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.8M in Q4 2024. 2,936 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Koa Wealth Management held 56,710 shares of Apple worth $16.4M as of Q2 2026.
Koa Wealth Management sold 24 Apple shares in Q2 2026, an estimated $6.87K.
Apple made up 11.16% of Koa Wealth Management's portfolio in Q2 2026, its #2 holding.
Koa Wealth Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
Koa Wealth Management's Apple position peaked at $16.8M in Q4 2024.
2,936 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Koa Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.