New England Capital Financial Advisors’s Apple AAPL Stock Holding History

New England Capital Financial 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	$2.29M	Sell	7,922 -244	-3%	-$69.8K	0.55%	18
2026 Q1	$2.07M	Sell	8,166 -38	-0.5%	-$9.89K	0.57%	17
2025 Q4	$2.23M	Buy	8,204 +57	+0.7%	+$15.3K	0.87%	19
2025 Q3	$2.07M	Buy	8,147 +505	+7%	+$114K	0.88%	17
2025 Q2	$1.57M	Buy	7,642 +79	+1%	+$16K	0.72%	17
2025 Q1	$1.68M	Sell	7,563 -23	-0.3%	-$5.33K	0.85%	17
2024 Q4	$1.9M	Sell	7,586 -62	-0.8%	-$14.6K	0.93%	17
2024 Q3	$1.78M	Sell	7,648 -59	-0.8%	-$13.2K	0.93%	16
2024 Q2	$1.62M	Buy	7,707 +6	+0.1%	+$1.12K	0.91%	16
2024 Q1	$1.32M	Sell	7,701 -66	-0.8%	-$12K	0.74%	16
2023 Q4	$1.5M	Buy	7,767 +6	+0.1%	+$1.11K	0.9%	17
2023 Q3	$1.33M	Sell	7,761 -154	-2%	-$28.2K	0.92%	17
2023 Q2	$1.54M	Sell	7,915 -1,094	-12%	-$191K	1.01%	16
2023 Q1	$1.49M	Buy	9,009 +37	+0.4%	+$5.46K	1.05%	16
2022 Q4	$1.24M	Buy	+8,972	New	+$1.28M	0.88%	16

Other funds holding AAPL

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New England Capital Financial Advisors's AAPL Position: Q2 2026 in Review

New England Capital Financial Advisors reduced its Apple (AAPL) stake by 3% in Q2 2026, selling an estimated $69.8K and leaving 7,922 shares worth $2.29M. The position accounts for 0.55% of the portfolio, ranked #18.

New England Capital Financial Advisors first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 2,778 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

New England Capital Financial Advisors held 7,922 shares of Apple worth $2.29M as of Q2 2026.
New England Capital Financial Advisors sold 244 Apple shares in Q2 2026, an estimated $69.8K.
Apple made up 0.55% of New England Capital Financial Advisors's portfolio in Q2 2026, its #18 holding.
New England Capital Financial Advisors first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
2,778 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.