Moller Wealth Partners’s Apple AAPL Stock Holding History

Moller Wealth Partners’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	$440K	Sell	1,519 -19	-1%	-$5.43K	0.08%	51
2026 Q1	$390K	Buy	1,538 +119	+8%	+$31K	0.08%	51
2025 Q4	$386K	Sell	1,419 -6	-0.4%	-$1.61K	0.08%	49
2025 Q3	$363K	Sell	1,425 -1	-0.1%	-$226	0.08%	51
2025 Q2	$293K	Buy	+1,426	New	+$288K	0.06%	57
2021 Q1	–	Sell	-5,308	Closed	-$704K	–	48
2020 Q4	$704K	Buy	+5,308	New	+$638K	0.29%	34
2020 Q3	–	Sell	-3,704	Closed	-$338K	–	43
2020 Q2	$338K	Sell	3,704 -224	-6%	-$17.4K	0.15%	38
2020 Q1	$250K	Sell	3,928 -68	-2%	-$5K	0.13%	40
2019 Q4	$293K	Hold	3,996	–	–	0.13%	43
2019 Q3	$224K	Buy	+3,996	New	+$209K	0.11%	46
2019 Q1	–	Sell	-21,532	Closed	-$807K	–	55
2018 Q4	$807K	Buy	21,532 +17,536	+439%	+$850K	0.53%	30
2018 Q3	$226K	Buy	+3,996	New	+$208K	0.1%	41
2018 Q1	–	Sell	-13,080	Closed	-$553K	–	42
2017 Q4	$553K	Buy	+13,080	New	+$547K	0.21%	35
2015 Q2	–	Sell	-15,280	Closed	-$475K	–	41
2015 Q1	$475K	Buy	15,280 +7,060	+86%	+$213K	0.22%	34
2014 Q4	$227K	Sell	8,220 -5,084	-38%	-$138K	0.11%	39
2014 Q3	$335K	Sell	13,304 -136	-1%	-$3.34K	0.16%	42
2014 Q2	$312K	Sell	13,440 -3,500	-21%	-$74.5K	0.14%	42
2014 Q1	$325K	Buy	16,940 +5,460	+48%	+$104K	0.17%	41
2013 Q4	$230K	Buy	+11,480	New	+$217K	0.12%	41

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Moller Wealth Partners's AAPL Position: Q2 2026 in Review

Moller Wealth Partners reduced its Apple (AAPL) stake by 1.2% in Q2 2026, selling an estimated $5.43K and leaving 1,519 shares worth $440K. The position accounts for 0.08% of the portfolio, ranked #51.

Moller Wealth Partners first reported a position in AAPL in Q4 2013 and has held it in 19 quarters since. The position peaked at $807K in Q4 2018. 2,578 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Moller Wealth Partners held 1,519 shares of Apple worth $440K as of Q2 2026.
Moller Wealth Partners sold 19 Apple shares in Q2 2026, an estimated $5.43K.
Apple made up 0.08% of Moller Wealth Partners's portfolio in Q2 2026, its #51 holding.
Moller Wealth Partners first reported a position in Apple in Q4 2013 and has held it in 19 quarters since.
Moller Wealth Partners's Apple position peaked at $807K in Q4 2018.
2,578 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.