Lee-Kelleher Wealth Management’s Apple AAPL Stock Holding History

Lee-Kelleher 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	$474K	Buy	1,638 +112	+7%	+$32K	0.25%	28
2026 Q1	$387K	Sell	1,526 -30	-2%	-$7.81K	0.23%	30
2025 Q4	$423K	Hold	1,556	–	–	0.25%	28
2025 Q3	$396K	Sell	1,556 -268	-15%	-$60.5K	0.24%	28
2025 Q2	$374K	Buy	1,824 +539	+42%	+$109K	0.25%	28
2025 Q1	$285K	Sell	1,285 -122	-9%	-$28.3K	0.21%	31
2024 Q4	$352K	Buy	+1,407	New	+$332K	0.25%	29

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Lee-Kelleher Wealth Management's AAPL Position: Q2 2026 in Review

Lee-Kelleher Wealth Management increased its Apple (AAPL) stake by 7.3% in Q2 2026, buying an estimated $32K and bringing the position to 1,638 shares worth $474K. The position accounts for 0.25% of the portfolio, ranked #28.

Lee-Kelleher Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 1,667 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Lee-Kelleher Wealth Management held 1,638 shares of Apple worth $474K as of Q2 2026.
Lee-Kelleher Wealth Management bought 112 Apple shares in Q2 2026, an estimated $32K.
Apple made up 0.25% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #28 holding.
Lee-Kelleher Wealth Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
1,667 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.