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Quaker Wealth Management’s Apple AAPL Stock Holding History

Quaker 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 		$7.83M Sell
27,074
-404
-1% -$116K 2.28% 15
2026
Q1 		$6.97M Buy
27,478
+466
+2% +$121K 2.18% 16
2025
Q4 		$7.34M Buy
27,012
+19
+0.1% +$5.1K 2.33% 13
2025
Q3 		$6.87M Sell
26,993
-271
-1% -$61.2K 2.24% 13
2025
Q2 		$5.59M Buy
+27,264
New +$5.51M 1.87% 16
2024
Q3 		$6.31M Buy
+27,061
New +$6.04M 2.31% 15
2024
Q1 		$4.44M Sell
25,870
-111
-0.4% -$20.2K 1.8% 19
2023
Q4 		$5M Sell
25,981
-831
-3% -$153K 2.25% 15
2023
Q3 		$4.59M Buy
26,812
+802
+3% +$147K 2.24% 15
2023
Q2 		$5.05M Sell
26,010
-489
-2% -$85.2K 2.28% 15
2023
Q1 		$4.37M Sell
26,499
-424
-2% -$62.6K 2.04% 15
2022
Q4 		$3.5M Sell
26,923
-682
-2% -$97.5K 1.77% 15
2022
Q3 		$3.81M Sell
27,605
-584
-2% -$91.7K 2% 15
2022
Q2 		$3.85M Buy
28,189
+414
+1% +$62.7K 1.95% 13
2022
Q1 		$4.85M Buy
27,775
+714
+3% +$120K 2.1% 14
2021
Q4 		$4.8M Buy
+27,061
New +$4.28M 2.04% 15
2021
Q1 		$3.75M Buy
30,687
+148
+0.5% +$19K 1.74% 16
2020
Q4 		$4.05M Sell
30,539
-1,601
-5% -$193K 2.13% 15
2020
Q3 		$3.72M Buy
32,140
+672
+2% +$73.3K 2% 14
2020
Q2 		$2.87M Sell
31,468
-2,144
-6% -$166K 1.71% 15
2020
Q1 		$2.14M Buy
33,612
+56
+0.2% +$4.12K 1.52% 13
2019
Q4 		$2.46M Buy
+33,556
New +$2.16M 1.46% 13

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Quaker Wealth Management reduced its Apple (AAPL) stake by 1.5% in Q2 2026, selling an estimated $116K and leaving 27,074 shares worth $7.83M. The position accounts for 2.28% of the portfolio, ranked #15.

Quaker Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 22 quarters since. 3,151 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Quaker Wealth Management held 27,074 shares of Apple worth $7.83M as of Q2 2026.
  • Quaker Wealth Management sold 404 Apple shares in Q2 2026, an estimated $116K.
  • Apple made up 2.28% of Quaker Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Quaker Wealth Management first reported a position in Apple in Q4 2019 and has held it in 22 quarters since.
  • 3,151 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.