PWG
AAPL icon

Portside Wealth Group’s Apple AAPL Stock Holding History

Portside Wealth Group’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
Q1 		– Sell
-100
Closed -$27.2K – 466
2025
Q4 		$27.2K Hold
100
– – ﹤0.01% 457
2025
Q3 		$25.5K Hold
100
– – ﹤0.01% 475
2025
Q2 		$4.37K Hold
100
– – ﹤0.01% 456
2025
Q1 		$22.2K Hold
100
– – ﹤0.01% 422
2024
Q4 		$25K Hold
100
– – ﹤0.01% 411
2024
Q3 		$23.3K Hold
100
– – ﹤0.01% 386
2024
Q2 		$21.1K Buy
+100
New +$18.6K ﹤0.01% 357

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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Portside Wealth Group's AAPL Position: Q2 2026 in Review

Portside Wealth Group increased its Apple (AAPL) stake by 5.4% in Q2 2026, buying an estimated $818K and bringing the position to 56,306 shares worth $16.3M. The position accounts for 1.9% of the portfolio, ranked #7.

Portside Wealth Group first reported a position in AAPL in Q2 2023 and has held it in 13 quarters since. 2,403 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Portside Wealth Group held 56,306 shares of Apple worth $16.3M as of Q2 2026.
  • Portside Wealth Group bought 2,860 Apple shares in Q2 2026, an estimated $818K.
  • Apple made up 1.9% of Portside Wealth Group's portfolio in Q2 2026, its #7 holding.
  • Portside Wealth Group first reported a position in Apple in Q2 2023 and has held it in 13 quarters since.
  • 2,403 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.