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Private Wealth Group’s Apple AAPL Stock Holding History

Private 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
Q2 		$1.23M Buy
4,267
+71
+2% +$20.3K 0.48% 29
2026
Q1 		$1.06M Hold
4,196
– – 0.5% 31
2025
Q4 		$1.14M Buy
4,196
+458
+12% +$123K 0.55% 27
2025
Q3 		$952K Hold
3,738
– – 0.47% 33
2025
Q2 		$767K Hold
3,738
– – 0.41% 33
2025
Q1 		$830K Sell
3,738
-2
-0.1% -$463 0.49% 30
2024
Q4 		$937K Sell
3,740
-7
-0.2% -$1.65K 0.46% 33
2024
Q3 		$873K Sell
3,747
-22
-0.6% -$4.91K 0.44% 36
2024
Q2 		$794K Sell
3,769
-17
-0.4% -$3.17K 0.42% 36
2024
Q1 		$649K Sell
3,786
-27
-0.7% -$4.91K 0.34% 41
2023
Q4 		$734K Sell
3,813
-42
-1% -$7.75K 0.42% 36
2023
Q3 		$660K Sell
3,855
-49
-1% -$8.99K 0.43% 34
2023
Q2 		$757K Sell
3,904
-59
-1% -$10.3K 0.78% 32
2023
Q1 		$653K Sell
3,963
-766
-16% -$113K 0.9% 32
2022
Q4 		$614K Buy
4,729
+702
+17% +$100K 0.87% 31
2022
Q3 		$557K Sell
4,027
-447
-10% -$70.2K 0.87% 28
2022
Q2 		$612K Buy
4,474
+229
+5% +$34.7K 0.76% 29
2022
Q1 		$741K Buy
4,245
+938
+28% +$158K 0.55% 30
2021
Q4 		$587K Buy
3,307
+1
+0% +$158 0.4% 31
2021
Q3 		$468K Hold
3,306
– – 0.31% 31
2021
Q2 		$453K Sell
3,306
-55
-2% -$7.13K 0.3% 31
2021
Q1 		$411K Hold
3,361
– – 0.29% 30
2020
Q4 		$446K Sell
3,361
-463
-12% -$55.7K 0.37% 26
2020
Q3 		$443K Buy
3,824
+464
+14% +$50.6K 0.36% 23
2020
Q2 		$306K Buy
3,360
+144
+4% +$11.2K 0.25% 23
2020
Q1 		$204K Hold
3,216
– – 0.24% 27
2019
Q4 		$236K Buy
+3,216
New +$207K 0.25% 30
2018
Q4 		– Sell
-4,128
Closed -$233K – 22
2018
Q3 		$233K Buy
+4,128
New +$215K 0.24% 22

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

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

Private Wealth Group increased its Apple (AAPL) stake by 1.7% in Q2 2026, buying an estimated $20.3K and bringing the position to 4,267 shares worth $1.23M. The position accounts for 0.48% of the portfolio, ranked #29.

Private Wealth Group first reported a position in AAPL in Q3 2018 and has held it in 28 quarters since. 2,778 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Private Wealth Group held 4,267 shares of Apple worth $1.23M as of Q2 2026.
  • Private Wealth Group bought 71 Apple shares in Q2 2026, an estimated $20.3K.
  • Apple made up 0.48% of Private Wealth Group's portfolio in Q2 2026, its #29 holding.
  • Private Wealth Group first reported a position in Apple in Q3 2018 and has held it in 28 quarters since.
  • 2,778 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.