Processus Wealth & Capital Management’s Apple AAPL Stock Holding History

Processus Wealth & Capital Management’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	$11.6M	Buy	40,099 +112	+0.3%	+$32K	6.87%	3
2026 Q1	$10.1M	Buy	39,987 +107	+0.3%	+$27.8K	6.89%	2
2025 Q4	$10.8M	Buy	39,880 +1,358	+4%	+$365K	7.15%	2
2025 Q3	$9.81M	Sell	38,522 -83	-0.2%	-$18.8K	7.03%	2
2025 Q2	$7.92M	Sell	38,605 -943	-2%	-$190K	6.26%	2
2025 Q1	$8.78M	Buy	39,548 +550	+1%	+$127K	7.48%	2
2024 Q4	$9.77M	Sell	38,998 -511	-1%	-$120K	7.78%	2
2024 Q3	$9.21M	Sell	39,509 -2,118	-5%	-$473K	7.59%	2
2024 Q2	$8.77M	Buy	41,627 +352	+0.9%	+$65.6K	7.27%	2
2024 Q1	$7.08M	Buy	41,275 +4,330	+12%	+$787K	6.27%	2
2023 Q4	$7.11M	Buy	+36,945	New	+$6.82M	7.11%	2

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

Processus Wealth & Capital Management's AAPL Position: Q2 2026 in Review

Processus Wealth & Capital Management increased its Apple (AAPL) stake by 0.28% in Q2 2026, buying an estimated $32K and bringing the position to 40,099 shares worth $11.6M. The position accounts for 6.87% of the portfolio, ranked #3.

Processus Wealth & Capital Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Processus Wealth & Capital Management held 40,099 shares of Apple worth $11.6M as of Q2 2026.
Processus Wealth & Capital Management bought 112 Apple shares in Q2 2026, an estimated $32K.
Apple made up 6.87% of Processus Wealth & Capital Management's portfolio in Q2 2026, its #3 holding.
Processus Wealth & Capital Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Processus Wealth & Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.