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McGlone Suttner Wealth Management’s Apple AAPL Stock Holding History

McGlone Suttner 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 		$8.42M Buy
29,112
+2,362
+9% +$676K 0.99% 15
2026
Q1 		$6.79M Buy
26,750
+1,617
+6% +$421K 0.9% 15
2025
Q4 		$6.83M Sell
25,133
-1,003
-4% -$269K 0.92% 15
2025
Q3 		$6.65M Buy
26,136
+2,795
+12% +$631K 0.93% 16
2025
Q2 		$4.79M Buy
23,341
+146
+0.6% +$29.5K 0.72% 19
2025
Q1 		$5.15M Buy
23,195
+1,601
+7% +$371K 0.85% 18
2024
Q4 		$5.41M Buy
21,594
+1,894
+10% +$446K 0.9% 17
2024
Q3 		$4.59M Sell
19,700
-2,010
-9% -$449K 0.95% 17
2024
Q2 		$4.18M Buy
21,710
+698
+3% +$130K 0.86% 17
2024
Q1 		$3.6M Sell
21,012
-698
-3% -$127K 0.68% 19
2023
Q4 		$4.18M Buy
21,710
+157
+0.7% +$29K 0.83% 17
2023
Q3 		$3.69M Sell
21,553
-2,678
-11% -$491K 0.86% 17
2023
Q2 		$4.7M Buy
24,231
+10
+0% +$1.74K 1.07% 15
2023
Q1 		$3.99M Buy
24,221
+869
+4% +$128K 1.03% 16
2022
Q4 		$3.03M Buy
+23,352
New +$3.34M 0.96% 18

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

McGlone Suttner Wealth Management's AAPL Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Apple (AAPL) stake by 8.8% in Q2 2026, buying an estimated $676K and bringing the position to 29,112 shares worth $8.42M. The position accounts for 0.99% of the portfolio, ranked #15.

McGlone Suttner Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 2,578 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • McGlone Suttner Wealth Management held 29,112 shares of Apple worth $8.42M as of Q2 2026.
  • McGlone Suttner Wealth Management bought 2,362 Apple shares in Q2 2026, an estimated $676K.
  • Apple made up 0.99% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #15 holding.
  • McGlone Suttner Wealth Management first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 2,578 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.