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Members Wealth’s Apple AAPL Stock Holding History

Members 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 		$3.22M Sell
11,134
-404
-4% -$116K 1.77% 13
2026
Q1 		$3.15M Buy
11,538
+937
+9% +$244K 1.88% 14
2025
Q4 		$2.71M Sell
10,601
-373
-3% -$100K 1.7% 15
2025
Q3 		$2.8M Buy
+10,974
New +$2.48M 1.78% 15
2025
Q1 		$2.38M Buy
10,692
+20
+0.2% +$4.63K 1.79% 14
2024
Q4 		$2.53M Buy
+10,672
New +$2.52M 1.89% 14
2024
Q2 		$2.28M Buy
+10,875
New +$2.03M 1.53% 16

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Members Wealth's AAPL Position: Q2 2026 in Review

Members Wealth reduced its Apple (AAPL) stake by 3.5% in Q2 2026, selling an estimated $116K and leaving 11,134 shares worth $3.22M. The position accounts for 1.77% of the portfolio, ranked #13.

Members Wealth first reported a position in AAPL in Q2 2024 and has held it in 7 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Members Wealth held 11,134 shares of Apple worth $3.22M as of Q2 2026.
  • Members Wealth sold 404 Apple shares in Q2 2026, an estimated $116K.
  • Apple made up 1.77% of Members Wealth's portfolio in Q2 2026, its #13 holding.
  • Members Wealth first reported a position in Apple in Q2 2024 and has held it in 7 quarters since.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.