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Ledgewood Wealth Advisors’s Apple AAPL Stock Holding History

Ledgewood Wealth Advisors’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 		$5.06M Buy
17,490
+107
+0.6% +$30.6K 2.69% 15
2026
Q1 		$4.41M Sell
17,383
-325
-2% -$84.6K 2.48% 14
2025
Q4 		$4.81M Sell
17,708
-63
-0.4% -$16.9K 2.77% 12
2025
Q3 		$4.53M Sell
17,771
-595
-3% -$134K 2.68% 13
2025
Q2 		$3.77M Sell
18,366
-600
-3% -$121K 2.37% 15
2025
Q1 		$4.21M Sell
18,966
-28
-0.1% -$6.49K 2.72% 12
2024
Q4 		$4.76M Sell
18,994
-150
-0.8% -$35.4K 3.07% 11
2024
Q3 		$4.46M Buy
19,144
+3,301
+21% +$737K 3% 14
2024
Q2 		$3.34M Buy
15,843
+1
+0% +$186 2.88% 14
2024
Q1 		$2.72M Sell
15,842
-1,895
-11% -$345K 2.52% 14
2023
Q4 		$3.41M Buy
+17,737
New +$3.27M 3.15% 11

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

Ledgewood Wealth Advisors's AAPL Position: Q2 2026 in Review

Ledgewood Wealth Advisors increased its Apple (AAPL) stake by 0.62% in Q2 2026, buying an estimated $30.6K and bringing the position to 17,490 shares worth $5.06M. The position accounts for 2.69% of the portfolio, ranked #15.

Ledgewood Wealth Advisors first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Ledgewood Wealth Advisors held 17,490 shares of Apple worth $5.06M as of Q2 2026.
  • Ledgewood Wealth Advisors bought 107 Apple shares in Q2 2026, an estimated $30.6K.
  • Apple made up 2.69% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Ledgewood Wealth Advisors first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.