Petros Family Wealth’s Apple AAPL Stock Holding History

Petros Family Wealth’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	$7.89M	Buy	27,263 +608	+2%	+$174K	4.82%	3
2026 Q1	$6.76M	Sell	26,655 -4,636	-15%	-$1.21M	4.82%	2
2025 Q4	$8.51M	Buy	31,291 +9,138	+41%	+$2.45M	5.66%	1
2025 Q3	$5.64M	Sell	22,153 -235	-1%	-$53.1K	4.72%	2
2025 Q2	$4.59M	Sell	22,388 -219	-1%	-$44.2K	4.2%	3
2025 Q1	$5.02M	Buy	22,607 +24	+0.1%	+$5.56K	5.55%	2
2024 Q4	$5.66M	Buy	+22,583	New	+$5.32M	6.1%	2

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Petros Family Wealth's AAPL Position: Q2 2026 in Review

Petros Family Wealth increased its Apple (AAPL) stake by 2.3% in Q2 2026, buying an estimated $174K and bringing the position to 27,263 shares worth $7.89M. The position accounts for 4.82% of the portfolio, ranked #3.

Petros Family Wealth first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.51M in Q4 2025. 2,365 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Petros Family Wealth held 27,263 shares of Apple worth $7.89M as of Q2 2026.
Petros Family Wealth bought 608 Apple shares in Q2 2026, an estimated $174K.
Apple made up 4.82% of Petros Family Wealth's portfolio in Q2 2026, its #3 holding.
Petros Family Wealth first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
Petros Family Wealth's Apple position peaked at $8.51M in Q4 2025.
2,365 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.