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McNaughton Wealth Management’s Apple AAPL Stock Holding History

McNaughton 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 		$2.96M Buy
10,217
+70
+0.7% +$20K 1.05% 27
2026
Q1 		$2.58M Buy
10,147
+928
+10% +$242K 1.07% 29
2025
Q4 		$2.51M Sell
9,219
-21
-0.2% -$5.64K 1.03% 30
2025
Q3 		$2.35M Sell
9,240
-175
-2% -$39.5K 0.99% 31
2025
Q2 		$1.93M Buy
9,415
+868
+10% +$175K 0.86% 33
2025
Q1 		$1.9M Buy
8,547
+512
+6% +$119K 0.92% 31
2024
Q4 		$2.01M Sell
8,035
-91
-1% -$21.4K 0.97% 28
2024
Q3 		$1.89M Sell
8,126
-319
-4% -$71.2K 0.92% 27
2024
Q2 		$1.78M Buy
8,445
+403
+5% +$75.2K 0.94% 26
2024
Q1 		$1.38M Buy
8,042
+49
+0.6% +$8.91K 0.76% 28
2023
Q4 		$1.54M Buy
7,993
+2,218
+38% +$410K 0.91% 26
2023
Q3 		$989K Sell
5,775
-233
-4% -$42.7K 0.66% 33
2023
Q2 		$1.17M Sell
6,008
-161
-3% -$28.1K 0.75% 33
2023
Q1 		$1.02M Buy
6,169
+54
+0.9% +$7.97K 0.68% 30
2022
Q4 		$795K Buy
6,115
+334
+6% +$47.7K 0.54% 32
2022
Q3 		$799K Buy
5,781
+53
+0.9% +$8.32K 0.59% 30
2022
Q2 		$783K Buy
5,728
+1,328
+30% +$201K 0.55% 36
2022
Q1 		$768K Sell
4,400
-53
-1% -$8.91K 0.5% 31
2021
Q4 		$767K Buy
4,453
+127
+3% +$20.1K 0.5% 32
2021
Q3 		$612K Buy
4,326
+6
+0.1% +$883 0.43% 31
2021
Q2 		$592K Buy
4,320
+460
+12% +$59.6K 0.42% 33
2021
Q1 		$471K Buy
3,860
+88
+2% +$11.3K 0.36% 33
2020
Q4 		$501K Buy
3,772
+48
+1% +$5.77K 0.4% 34
2020
Q3 		$431K Sell
3,724
-612
-14% -$66.8K 0.38% 37
2020
Q2 		$395K Sell
4,336
-276
-6% -$21.4K 0.37% 39
2020
Q1 		$293K Sell
4,612
-736
-14% -$54.1K 0.31% 37
2019
Q4 		$391K Buy
+5,348
New +$344K 0.36% 39

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

McNaughton Wealth Management increased its Apple (AAPL) stake by 0.69% in Q2 2026, buying an estimated $20K and bringing the position to 10,217 shares worth $2.96M. The position accounts for 1.05% of the portfolio, ranked #27.

McNaughton Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 2,936 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • McNaughton Wealth Management held 10,217 shares of Apple worth $2.96M as of Q2 2026.
  • McNaughton Wealth Management bought 70 Apple shares in Q2 2026, an estimated $20K.
  • Apple made up 1.05% of McNaughton Wealth Management's portfolio in Q2 2026, its #27 holding.
  • McNaughton Wealth Management first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 2,936 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.