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National Wealth Management Group’s Apple AAPL Stock Holding History

National Wealth Management Group’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 		$5.54M Sell
19,159
-401
-2% -$115K 1.71% 11
2026
Q1 		$4.96M Sell
19,560
-1,274
-6% -$332K 1.85% 12
2025
Q4 		$5.66M Buy
20,834
+232
+1% +$62.3K 1.96% 9
2025
Q3 		$5.25M Buy
20,602
+6,821
+49% +$1.54M 1.98% 9
2025
Q2 		$2.83M Sell
13,781
-756
-5% -$153K 1.58% 16
2025
Q1 		$3.23M Buy
14,537
+3,778
+35% +$875K 2.12% 11
2024
Q4 		$2.69M Buy
10,759
+3,335
+45% +$786K 1.79% 14
2024
Q3 		$1.73M Sell
7,424
-217
-3% -$48.5K 1.17% 21
2024
Q2 		$1.61M Buy
7,641
+852
+13% +$159K 1.23% 24
2024
Q1 		$1.16M Sell
6,789
-3,377
-33% -$614K 0.91% 28
2023
Q4 		$1.96M Buy
10,166
+3,321
+49% +$613K 1.89% 13
2023
Q3 		$1.17M Sell
6,845
-87
-1% -$16K 1.27% 23
2023
Q2 		$1.25M Buy
6,932
+566
+9% +$98.6K 1.3% 22
2023
Q1 		$1.1M Sell
6,366
-1,686
-21% -$249K 1.26% 22
2022
Q4 		$1.05M Sell
8,052
-1,736
-18% -$248K 1.25% 18
2022
Q3 		$1.35M Buy
9,788
+3,554
+57% +$558K 1.76% 12
2022
Q2 		$852K Sell
6,234
-1,102
-15% -$167K 1.07% 22
2022
Q1 		$1.28M Buy
7,336
+275
+4% +$46.2K 1.24% 21
2021
Q4 		$1.25M Buy
+7,061
New +$1.12M 1.17% 25

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
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

National Wealth Management Group's AAPL Position: Q2 2026 in Review

National Wealth Management Group reduced its Apple (AAPL) stake by 2.1% in Q2 2026, selling an estimated $115K and leaving 19,159 shares worth $5.54M. The position accounts for 1.71% of the portfolio, ranked #11.

National Wealth Management Group first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.66M in Q4 2025. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • National Wealth Management Group held 19,159 shares of Apple worth $5.54M as of Q2 2026.
  • National Wealth Management Group sold 401 Apple shares in Q2 2026, an estimated $115K.
  • Apple made up 1.71% of National Wealth Management Group's portfolio in Q2 2026, its #11 holding.
  • National Wealth Management Group first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • National Wealth Management Group's Apple position peaked at $5.66M in Q4 2025.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.