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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
2025
Q3 		– Sell
-100
Closed -$695 – 222
2025
Q2 		$695 Buy
+100
New +$20.2K ﹤0.01% 207

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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. 3,077 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.
  • 3,077 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.