QP Wealth Management’s Apple AAPL Stock Holding History

QP Wealth 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	$3.51M	Sell	12,140 -34	-0.3%	-$9.72K	5.01%	2
2026 Q1	$3.09M	Sell	12,174 -12,063	-50%	-$3.14M	5.29%	2
2025 Q4	$6.59M	Buy	+24,237	New	+$6.51M	5.81%	2
2023 Q3	$3.59M	Sell	20,953 -4,250	-17%	-$779K	6.26%	1
2023 Q2	$4.89M	Sell	25,203 -2,323	-8%	-$405K	7.75%	1
2023 Q1	$4.54M	Sell	27,526 -1,598	-5%	-$236K	7.43%	1
2022 Q4	$3.78M	Buy	29,124 +2,400	+9%	+$343K	5.89%	2
2022 Q3	$3.81M	Buy	26,724 +2,031	+8%	+$319K	5.48%	4
2022 Q2	$3.38M	Sell	24,693 -2,932	-11%	-$444K	4.63%	4
2022 Q1	$4.82M	Buy	27,625 +28	+0.1%	+$4.71K	5.39%	2
2021 Q4	$4.9M	Sell	27,597 -723	-3%	-$114K	5.2%	3
2021 Q3	$4.01M	Sell	28,320 -6,295	-18%	-$927K	4.3%	5
2021 Q2	$4.74M	Sell	34,615 -1,930	-5%	-$250K	4.85%	4
2021 Q1	$4.46M	Buy	36,545 +194	+0.5%	+$24.9K	4.86%	3
2020 Q4	$4.82M	Sell	36,351 -4,039	-10%	-$486K	5.32%	2
2020 Q3	$4.68M	Sell	40,390 -958	-2%	-$105K	5.99%	3
2020 Q2	$3.77M	Sell	41,348 -2,740	-6%	-$212K	5.21%	5
2020 Q1	$3.03M	Sell	44,088 -972	-2%	-$71.5K	4.39%	5
2019 Q4	$3.65M	Buy	+45,060	New	+$2.9M	4.45%	3

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

QP Wealth Management's AAPL Position: Q2 2026 in Review

QP Wealth Management reduced its Apple (AAPL) stake by 0.28% in Q2 2026, selling an estimated $9.72K and leaving 12,140 shares worth $3.51M. The position accounts for 5.01% of the portfolio, ranked #2.

QP Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 19 quarters since. The position peaked at $6.59M in Q4 2025. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

QP Wealth Management held 12,140 shares of Apple worth $3.51M as of Q2 2026.
QP Wealth Management sold 34 Apple shares in Q2 2026, an estimated $9.72K.
Apple made up 5.01% of QP Wealth Management's portfolio in Q2 2026, its #2 holding.
QP Wealth Management first reported a position in Apple in Q4 2019 and has held it in 19 quarters since.
QP Wealth Management's Apple position peaked at $6.59M in Q4 2025.
2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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