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Paradigm Strategies in Wealth Management’s Apple AAPL Stock Holding History

Paradigm Strategies in 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 		$4.3M Buy
14,852
+265
+2% +$75.8K 2.62% 8
2026
Q1 		$3.7M Sell
14,587
-925
-6% -$241K 2.51% 11
2025
Q4 		$4.22M Sell
15,512
-976
-6% -$262K 2.77% 8
2025
Q3 		$4.2M Sell
16,488
-1,228
-7% -$277K 2.69% 8
2025
Q2 		$3.63M Buy
17,716
+8
+0% +$1.62K 2.38% 10
2025
Q1 		$3.93M Sell
17,708
-346
-2% -$80.2K 2.65% 9
2024
Q4 		$4.52M Sell
18,054
-379
-2% -$89.3K 2.98% 8
2024
Q3 		$4.29M Buy
18,433
+57
+0.3% +$12.7K 2.69% 8
2024
Q2 		$3.87M Sell
18,376
-709
-4% -$132K 2.38% 11
2024
Q1 		$3.27M Sell
19,085
-95
-0.5% -$17.3K 2.02% 13
2023
Q4 		$3.69M Sell
19,180
-2,684
-12% -$496K 2.43% 10
2023
Q3 		$3.74M Sell
21,864
-378
-2% -$69.3K 2.39% 11
2023
Q2 		$4.31M Sell
22,242
-928
-4% -$162K 2.92% 10
2023
Q1 		$3.82M Sell
23,170
-48
-0.2% -$7.08K 3.01% 10
2022
Q4 		$3.02M Buy
23,218
+8
+0% +$1.14K 2.68% 10
2022
Q3 		$3.21M Sell
23,210
-34
-0.1% -$5.34K 2.93% 9
2022
Q2 		$3.18M Buy
23,244
+9
+0% +$1.36K 3.46% 8
2022
Q1 		$4.06M Buy
23,235
+53
+0.2% +$8.91K 4.24% 7
2021
Q4 		$4.12M Sell
23,182
-62
-0.3% -$9.8K 4.17% 7
2021
Q3 		$3.29M Sell
23,244
-466
-2% -$68.6K 3.11% 10
2021
Q2 		$3.25M Buy
23,710
+2,115
+10% +$274K 2.92% 9
2021
Q1 		$2.64M Buy
+21,595
New +$2.77M 2.55% 9

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

Paradigm Strategies in Wealth Management's AAPL Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management increased its Apple (AAPL) stake by 1.8% in Q2 2026, buying an estimated $75.8K and bringing the position to 14,852 shares worth $4.3M. The position accounts for 2.62% of the portfolio, ranked #8.

Paradigm Strategies in Wealth Management first reported a position in AAPL in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.52M in Q4 2024. 2,042 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Paradigm Strategies in Wealth Management held 14,852 shares of Apple worth $4.3M as of Q2 2026.
  • Paradigm Strategies in Wealth Management bought 265 Apple shares in Q2 2026, an estimated $75.8K.
  • Apple made up 2.62% of Paradigm Strategies in Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Paradigm Strategies in Wealth Management first reported a position in Apple in Q1 2021 and has held it in 22 quarters since.
  • Paradigm Strategies in Wealth Management's Apple position peaked at $4.52M in Q4 2024.
  • 2,042 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.