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Physician Wealth Advisors’s Apple AAPL Stock Holding History

Physician Wealth 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 		$18.3M Buy
63,341
+696
+1% +$199K 2.19% 11
2026
Q1 		$15.9M Buy
62,645
+340
+0.5% +$88.5K 2.21% 11
2025
Q4 		$16.9M Sell
62,305
-16,954
-21% -$4.55M 2.36% 12
2025
Q3 		$20.2M Buy
79,259
+2,620
+3% +$592K 2.87% 9
2025
Q2 		$15.7M Buy
76,639
+264
+0.3% +$53.3K 2.47% 12
2025
Q1 		$17M Buy
76,375
+188
+0.2% +$43.6K 2.92% 8
2024
Q4 		$19.1M Buy
76,187
+1,056
+1% +$249K 3.22% 6
2024
Q3 		$17.6M Buy
75,131
+333
+0.4% +$74.4K 3.17% 8
2024
Q2 		$17.6M Sell
74,798
-850
-1% -$159K 3.24% 7
2024
Q1 		$12.8M Buy
75,648
+407
+0.5% +$74K 2.69% 8
2023
Q4 		$14.6M Sell
75,241
-1,686
-2% -$311K 3.26% 6
2023
Q3 		$13.8M Sell
76,927
-3,686
-5% -$676K 3.54% 5
2023
Q2 		$15.5M Buy
80,613
+3,782
+5% +$659K 3.85% 5
2023
Q1 		$12.9M Buy
76,831
+2,048
+3% +$302K 3.38% 7
2022
Q4 		$10.7M Sell
74,783
-240
-0.3% -$34.3K 2.88% 8
2022
Q3 		$11M Sell
75,023
-147
-0.2% -$23.1K 3.38% 6
2022
Q2 		$12.1M Buy
75,170
+260
+0.3% +$39.4K 3.52% 6
2022
Q1 		$12.4M Sell
74,910
-261
-0.3% -$43.9K 3.3% 6
2021
Q4 		$12.9M Buy
75,171
+5,656
+8% +$894K 3.39% 6
2021
Q3 		$10.1M Buy
69,515
+350
+0.5% +$51.5K 2.77% 8
2021
Q2 		$10.2M Buy
69,165
+560
+0.8% +$72.6K 2.91% 6
2021
Q1 		$8.64M Buy
68,605
+79
+0.1% +$10.1K 2.81% 6
2020
Q4 		$8.89M Buy
68,526
+946
+1% +$114K 3.03% 6
2020
Q3 		$7.35M Buy
67,580
+440
+0.7% +$48K 2.95% 5
2020
Q2 		$7.57M Sell
67,140
-708
-1% -$54.9K 3.05% 6
2020
Q1 		$4.68M Sell
67,848
-364
-0.5% -$26.8K 2.34% 9
2019
Q4 		$5.41M Buy
68,212
+20,108
+42% +$1.29M 2.41% 10
2019
Q3 		$3.2M Buy
+48,104
New +$2.51M 1.56% 14

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

Physician Wealth Advisors's AAPL Position: Q2 2026 in Review

Physician Wealth Advisors increased its Apple (AAPL) stake by 1.1% in Q2 2026, buying an estimated $199K and bringing the position to 63,341 shares worth $18.3M. The position accounts for 2.19% of the portfolio, ranked #11.

Physician Wealth Advisors first reported a position in AAPL in Q3 2019 and has held it in 28 quarters since. The position peaked at $20.2M in Q3 2025. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Physician Wealth Advisors held 63,341 shares of Apple worth $18.3M as of Q2 2026.
  • Physician Wealth Advisors bought 696 Apple shares in Q2 2026, an estimated $199K.
  • Apple made up 2.19% of Physician Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Physician Wealth Advisors first reported a position in Apple in Q3 2019 and has held it in 28 quarters since.
  • Physician Wealth Advisors's Apple position peaked at $20.2M in Q3 2025.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.