Private Client Services’s Apple AAPL Stock Holding History

Private Client Services’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	$5.47M	Sell	18,915 -1,763	-9%	-$504K	1.44%	15
2026 Q1	$5.25M	Buy	20,678 +617	+3%	+$161K	1.57%	14
2025 Q4	$5.45M	Sell	20,061 -1,470	-7%	-$395K	1.7%	14
2025 Q3	$5.48M	Sell	21,531 -549	-2%	-$124K	1.83%	13
2025 Q2	$4.53M	Buy	22,080 +8,272	+60%	+$1.67M	1.76%	11
2025 Q1	$3.07M	Sell	13,808 -2,856	-17%	-$662K	1.52%	15
2024 Q4	$4.17M	Buy	16,664 +19	+0.1%	+$4.48K	2.24%	5
2024 Q3	$3.88M	Sell	16,645 -5,423	-25%	-$1.21M	2.09%	11
2024 Q2	$4.65M	Sell	22,068 -183	-0.8%	-$34.1K	2.92%	7
2024 Q1	$3.82M	Buy	22,251 +4,297	+24%	+$781K	2.56%	6
2023 Q4	$3.46M	Buy	+17,954	New	+$3.32M	2.84%	6

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

Private Client Services's AAPL Position: Q2 2026 in Review

Private Client Services reduced its Apple (AAPL) stake by 8.5% in Q2 2026, selling an estimated $504K and leaving 18,915 shares worth $5.47M. The position accounts for 1.44% of the portfolio, ranked #15.

Private Client Services first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.48M in Q3 2025. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Private Client Services held 18,915 shares of Apple worth $5.47M as of Q2 2026.
Private Client Services sold 1,763 Apple shares in Q2 2026, an estimated $504K.
Apple made up 1.44% of Private Client Services's portfolio in Q2 2026, its #15 holding.
Private Client Services first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
Private Client Services's Apple position peaked at $5.48M in Q3 2025.
2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.