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Quantum Financial Advisors’s Apple AAPL Stock Holding History

Quantum Financial Advisors’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 		$34.5M Sell
119,335
-119
-0.1% -$34K 3.42% 6
2026
Q1 		$30.3M Buy
119,454
+1,015
+0.9% +$264K 3.4% 6
2025
Q4 		$32.2M Buy
118,439
+35,646
+43% +$9.57M 3.62% 5
2025
Q3 		$21.1M Buy
82,793
+13,910
+20% +$3.14M 2.57% 9
2025
Q2 		$14.1M Sell
68,883
-540
-0.8% -$109K 1.91% 17
2025
Q1 		$15.4M Buy
69,423
+510
+0.7% +$118K 2.3% 15
2024
Q4 		$17.3M Buy
68,913
+6,004
+10% +$1.42M 2.63% 9
2024
Q3 		$14.7M Buy
62,909
+1,434
+2% +$320K 2.29% 14
2024
Q2 		$12.9M Buy
61,475
+149
+0.2% +$27.8K 2.27% 14
2024
Q1 		$10.5M Sell
61,326
-496
-0.8% -$90.2K 1.94% 13
2023
Q4 		$11.9M Sell
61,822
-536
-0.9% -$99K 2.9% 11
2023
Q3 		$10.7M Buy
62,358
+1,174
+2% +$215K 3.14% 9
2023
Q2 		$11.9M Buy
61,184
+78
+0.1% +$13.6K 3.49% 9
2023
Q1 		$10.1M Sell
61,106
-49
-0.1% -$7.23K 3.17% 9
2022
Q4 		$7.95M Sell
61,155
-901
-1% -$129K 3.58% 7
2022
Q3 		$8.58M Buy
62,056
+126
+0.2% +$19.8K 3.8% 9
2022
Q2 		$10.5M Buy
+61,930
New +$9.38M 3.93% 9

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Quantum Financial Advisors's AAPL Position: Q2 2026 in Review

Quantum Financial Advisors reduced its Apple (AAPL) stake by 0.1% in Q2 2026, selling an estimated $34K and leaving 119,335 shares worth $34.5M. The position accounts for 3.42% of the portfolio, ranked #6.

Quantum Financial Advisors first reported a position in AAPL in Q2 2022 and has held it in 17 quarters since. 1,558 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Quantum Financial Advisors held 119,335 shares of Apple worth $34.5M as of Q2 2026.
  • Quantum Financial Advisors sold 119 Apple shares in Q2 2026, an estimated $34K.
  • Apple made up 3.42% of Quantum Financial Advisors's portfolio in Q2 2026, its #6 holding.
  • Quantum Financial Advisors first reported a position in Apple in Q2 2022 and has held it in 17 quarters since.
  • 1,558 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.