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Northwest Wealth Management’s Apple AAPL Stock Holding History

Northwest Wealth Management’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 		$11.4M Buy
39,258
+472
+1% +$135K 1.5% 17
2026
Q1 		$9.84M Sell
38,786
-3,364
-8% -$875K 1.48% 18
2025
Q4 		$11.5M Sell
42,150
-470
-1% -$126K 1.8% 12
2025
Q3 		$10.9M Sell
42,620
-3,075
-7% -$695K 1.79% 15
2025
Q2 		$9.38M Sell
45,695
-1,560
-3% -$315K 1.69% 15
2025
Q1 		$10.5M Buy
47,255
+194
+0.4% +$44.9K 2.09% 12
2024
Q4 		$11.8M Buy
47,061
+1,367
+3% +$322K 2.5% 10
2024
Q3 		$10.6M Buy
45,694
+657
+1% +$147K 2.48% 9
2024
Q2 		$9.49M Sell
45,037
-98
-0.2% -$18.3K 2.46% 9
2024
Q1 		$7.74M Buy
45,135
+6,050
+15% +$1.1M 2.12% 10
2023
Q4 		$7.53M Sell
39,085
-1,993
-5% -$368K 2.27% 10
2023
Q3 		$7.03M Sell
41,078
-38
-0.1% -$6.97K 2.53% 9
2023
Q2 		$7.98M Sell
41,116
-479
-1% -$83.5K 2.89% 6
2023
Q1 		$6.86M Buy
41,595
+7,981
+24% +$1.18M 2.62% 6
2022
Q4 		$4.37M Sell
33,614
-8,807
-21% -$1.26M 1.87% 14
2022
Q3 		$5.86M Buy
42,421
+1,515
+4% +$238K 2.59% 6
2022
Q2 		$5.59M Buy
40,906
+1,747
+4% +$265K 2.43% 4
2022
Q1 		$6.84M Buy
39,159
+1,801
+5% +$303K 3.35% 4
2021
Q4 		$6.63M Sell
37,358
-175
-0.5% -$27.7K 3.08% 5
2021
Q3 		$5.31M Sell
37,533
-2,228
-6% -$328K 2.64% 9
2021
Q2 		$5.45M Buy
39,761
+1,893
+5% +$245K 2.88% 8
2021
Q1 		$4.63M Buy
37,868
+310
+0.8% +$39.8K 2.9% 8
2020
Q4 		$4.98M Sell
37,558
-741
-2% -$89.1K 3.44% 5
2020
Q3 		$4.43M Buy
38,299
+1,303
+4% +$142K 3.68% 4
2020
Q2 		$3.37M Sell
36,996
-5,532
-13% -$429K 2.94% 9
2020
Q1 		$2.7M Buy
42,528
+4,324
+11% +$318K 2.74% 11
2019
Q4 		$2.81M Sell
38,204
-13,092
-26% -$842K 2.57% 9
2019
Q3 		$2.87M Buy
51,296
+3,072
+6% +$161K 2.36% 9
2019
Q2 		$2.39M Sell
48,224
-404
-0.8% -$19.7K 1.92% 13
2019
Q1 		$2.31M Buy
48,628
+2,208
+5% +$93.7K 1.74% 13
2018
Q4 		$1.83M Sell
46,420
-3,468
-7% -$168K 1.55% 15
2018
Q3 		$2.81M Buy
49,888
+3,468
+7% +$181K 2.11% 10
2018
Q2 		$2.15M Sell
46,420
-148
-0.3% -$6.71K 1.61% 13
2018
Q1 		$1.95M Sell
46,568
-15,548
-25% -$669K 1.45% 15
2017
Q4 		$2.63M Buy
62,116
+43,216
+229% +$1.81M 2.14% 13
2017
Q3 		$728K Sell
18,900
-14,064
-43% -$546K 1.02% 25
2017
Q2 		$1.19M Buy
32,964
+60
+0.2% +$2.22K 1.08% 26
2017
Q1 		$1.18M Sell
32,904
-568
-2% -$18.7K 1.09% 27
2016
Q4 		$969K Buy
+33,472
New +$949K 0.99% 29

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Northwest Wealth Management's AAPL Position: Q2 2026 in Review

Northwest Wealth Management increased its Apple (AAPL) stake by 1.2% in Q2 2026, buying an estimated $135K and bringing the position to 39,258 shares worth $11.4M. The position accounts for 1.5% of the portfolio, ranked #17.

Northwest Wealth Management first reported a position in AAPL in Q4 2016 and has held it in 39 quarters since. The position peaked at $11.8M in Q4 2024. 2,778 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Northwest Wealth Management held 39,258 shares of Apple worth $11.4M as of Q2 2026.
  • Northwest Wealth Management bought 472 Apple shares in Q2 2026, an estimated $135K.
  • Apple made up 1.5% of Northwest Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Northwest Wealth Management first reported a position in Apple in Q4 2016 and has held it in 39 quarters since.
  • Northwest Wealth Management's Apple position peaked at $11.8M in Q4 2024.
  • 2,778 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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