Networth Advisors’s Apple AAPL Stock Holding History

Networth Advisors’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	$155K	Sell	537 -2	-0.4%	-$572	0.09%	65
2026 Q1	$137K	Sell	539 -5	-0.9%	-$1.3K	0.1%	64
2025 Q4	$148K	Buy	+544	New	+$146K	0.11%	58

Other funds holding AAPL

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Networth Advisors's AAPL Position: Q2 2026 in Review

Networth Advisors reduced its Apple (AAPL) stake by 0.37% in Q2 2026, selling an estimated $572 and leaving 537 shares worth $155K. The position accounts for 0.09% of the portfolio, ranked #65.

Networth Advisors first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 3,884 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Networth Advisors held 537 shares of Apple worth $155K as of Q2 2026.
Networth Advisors sold 2 Apple shares in Q2 2026, an estimated $572.
Apple made up 0.09% of Networth Advisors's portfolio in Q2 2026, its #65 holding.
Networth Advisors first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
3,884 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.