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PFW Advisors’s Apple AAPL Stock Holding History

PFW Advisors’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 		$6.49M Sell
22,441
-1,034
-4% -$296K 1.89% 12
2026
Q1 		$5.96M Sell
23,475
-10
-0% -$2.6K 1.87% 14
2025
Q4 		$6.38M Sell
23,485
-760
-3% -$204K 1.93% 13
2025
Q3 		$6.17M Buy
24,245
+1,453
+6% +$328K 1.83% 12
2025
Q2 		$4.68M Sell
22,792
-2,107
-8% -$426K 1.44% 15
2025
Q1 		$5.53M Sell
24,899
-47
-0.2% -$10.9K 1.73% 15
2024
Q4 		$6.25M Buy
+24,946
New +$5.88M 1.92% 13
2024
Q2 		$5.15M Sell
24,450
-373
-2% -$69.6K 1.64% 15
2024
Q1 		$4.26M Sell
24,823
-1,598
-6% -$291K 1.3% 17
2023
Q4 		$5.09M Buy
26,421
+2,988
+13% +$552K 1.63% 15
2023
Q3 		$4.01M Buy
23,433
+56
+0.2% +$10.3K 1.42% 16
2023
Q2 		$4.16M Buy
+23,377
New +$4.07M 1.39% 16
2019
Q3 		$5.87M Buy
+100,784
New +$5.27M 1.78% 14

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
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

PFW Advisors's AAPL Position: Q2 2026 in Review

PFW Advisors reduced its Apple (AAPL) stake by 4.4% in Q2 2026, selling an estimated $296K and leaving 22,441 shares worth $6.49M. The position accounts for 1.89% of the portfolio, ranked #12.

PFW Advisors first reported a position in AAPL in Q3 2019 and has held it in 13 quarters since. 1,336 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • PFW Advisors held 22,441 shares of Apple worth $6.49M as of Q2 2026.
  • PFW Advisors sold 1,034 Apple shares in Q2 2026, an estimated $296K.
  • Apple made up 1.89% of PFW Advisors's portfolio in Q2 2026, its #12 holding.
  • PFW Advisors first reported a position in Apple in Q3 2019 and has held it in 13 quarters since.
  • 1,336 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.