Partners Wealth Management’s Apple AAPL Stock Holding History

Partners 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	$7.11M	Sell	24,584 -2,028	-8%	-$580K	6.97%	2
2026 Q1	$6.75M	Buy	26,612 +44	+0.2%	+$11.5K	6.96%	1
2025 Q4	$7.22M	Sell	26,568 -420	-2%	-$113K	7.54%	1
2025 Q3	$6.87M	Buy	26,988 +1,231	+5%	+$278K	6.78%	2
2025 Q2	$5.75M	Hold	25,757	–	–	6.54%	1
2025 Q1	$5.72M	Buy	25,757 +23	+0.1%	+$5.33K	6.49%	1
2024 Q4	$6.44M	Buy	+25,734	New	+$6.06M	7.33%	1

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Partners Wealth Management reduced its Apple (AAPL) stake by 7.6% in Q2 2026, selling an estimated $580K and leaving 24,584 shares worth $7.11M. The position accounts for 6.97% of the portfolio, ranked #2.

Partners Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.22M in Q4 2025. 1,933 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Partners Wealth Management held 24,584 shares of Apple worth $7.11M as of Q2 2026.
Partners Wealth Management sold 2,028 Apple shares in Q2 2026, an estimated $580K.
Apple made up 6.97% of Partners Wealth Management's portfolio in Q2 2026, its #2 holding.
Partners Wealth Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
Partners Wealth Management's Apple position peaked at $7.22M in Q4 2025.
1,933 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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