KW
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KWB Wealth’s Apple AAPL Stock Holding History

KWB 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 		$4.79M Buy
16,563
+660
+4% +$189K 0.41% 48
2026
Q1 		$4.32M Sell
15,903
-857
-5% -$223K 0.43% 44
2025
Q4 		$4.56M Buy
16,760
+610
+4% +$164K 0.43% 44
2025
Q3 		$3.31M Sell
16,150
-683
-4% -$154K 0.37% 48
2025
Q2 		$3.74M Sell
16,833
-601
-3% -$121K 0.45% 42
2025
Q1 		$4.37M Buy
17,434
+325
+2% +$75.3K 0.53% 36
2024
Q4 		$3.99M Buy
17,109
+603
+4% +$142K 0.49% 31
2024
Q3 		$3.48M Sell
16,506
-1,326
-7% -$296K 0.45% 32
2024
Q2 		$3.06M Sell
17,832
-62
-0.3% -$11.6K 0.42% 32
2024
Q1 		$3.07M Sell
17,894
-520
-3% -$94.6K 0.41% 32
2023
Q4 		$3.55M Buy
18,414
+4,576
+33% +$845K 0.51% 29
2023
Q3 		$2.68M Hold
13,838
– – 0.43% 31
2023
Q2 		$2.68M Buy
13,838
+217
+2% +$37.8K 0.42% 31
2023
Q1 		$1.77M Buy
13,621
+1,977
+17% +$292K 0.33% 36
2022
Q4 		$1.51M Sell
11,644
-2,529
-18% -$361K 0.29% 37
2022
Q3 		$1.96M Sell
14,173
-98
-0.7% -$15.4K 0.39% 30
2022
Q2 		$1.95M Buy
14,271
+174
+1% +$26.4K 0.38% 32
2022
Q1 		$2.5M Hold
14,097
– – 0.42% 27
2021
Q4 		$2.5M Buy
14,097
+21
+0.1% +$3.32K 0.42% 27
2021
Q3 		$1.99M Sell
14,076
-334
-2% -$49.2K 0.35% 30
2021
Q2 		$1.76M Hold
14,410
– – 0.34% 32
2021
Q1 		$1.76M Sell
14,410
-87
-0.6% -$11.2K 0.34% 32
2020
Q4 		$1.92M Buy
+14,497
New +$1.74M 0.4% 32

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
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

KWB Wealth's AAPL Position: Q2 2026 in Review

KWB Wealth increased its Apple (AAPL) stake by 4.2% in Q2 2026, buying an estimated $189K and bringing the position to 16,563 shares worth $4.79M. The position accounts for 0.41% of the portfolio, ranked #48.

KWB Wealth first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 1,328 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • KWB Wealth held 16,563 shares of Apple worth $4.79M as of Q2 2026.
  • KWB Wealth bought 660 Apple shares in Q2 2026, an estimated $189K.
  • Apple made up 0.41% of KWB Wealth's portfolio in Q2 2026, its #48 holding.
  • KWB Wealth first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 1,328 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.