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RBA Wealth Management’s Apple AAPL Stock Holding History

RBA 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 		$9.78M Sell
33,794
-6,115
-15% -$1.75M 3.59% 3
2026
Q1 		$10.1M Sell
39,909
-457
-1% -$119K 3.65% 2
2025
Q4 		$11M Sell
40,366
-760
-2% -$204K 3.72% 2
2025
Q3 		$10.5M Sell
41,126
-1,043
-2% -$236K 3.61% 2
2025
Q2 		$8.65M Buy
42,169
+399
+1% +$80.6K 3.22% 3
2025
Q1 		$9.28M Sell
41,770
-226
-0.5% -$52.4K 3.67% 1
2024
Q4 		$10.5M Sell
41,996
-1,423
-3% -$335K 4% 2
2024
Q3 		$10.1M Sell
43,419
-375
-0.9% -$83.7K 3.9% 1
2024
Q2 		$9.22M Sell
43,794
-712
-2% -$133K 3.7% 1
2024
Q1 		$7.63M Buy
44,506
+626
+1% +$114K 3.09% 4
2023
Q4 		$8.45M Sell
43,880
-22
-0.1% -$4.06K 3.69% 1
2023
Q3 		$7.52M Sell
43,902
-549
-1% -$101K 3.62% 1
2023
Q2 		$8.62M Sell
44,451
-1,298
-3% -$226K 4.02% 1
2023
Q1 		$7.54M Buy
45,749
+1,075
+2% +$159K 3.76% 1
2022
Q4 		$5.8M Buy
44,674
+183
+0.4% +$26.2K 3.04% 3
2022
Q3 		$6.15M Sell
44,491
-295
-0.7% -$46.3K 3.54% 1
2022
Q2 		$6.12M Buy
44,786
+1,166
+3% +$177K 3.39% 1
2022
Q1 		$7.62M Buy
43,620
+115
+0.3% +$19.3K 3.66% 1
2021
Q4 		$7.72M Sell
43,505
-819
-2% -$129K 3.65% 1
2021
Q3 		$6.27M Buy
44,324
+1,785
+4% +$263K 15.12% 1
2021
Q2 		$5.83M Buy
42,539
+143
+0.3% +$18.5K 12.37% 1
2021
Q1 		$5.18M Buy
42,396
+240
+0.6% +$30.8K 4.39% 2
2020
Q4 		$5.59M Sell
42,156
-672
-2% -$80.8K 3.37% 1
2020
Q3 		$4.96M Sell
42,828
-22,632
-35% -$2.47M 3.35% 1
2020
Q2 		$5.97M Sell
65,460
-1,668
-2% -$129K 4.34% 1
2020
Q1 		$4.27M Sell
67,128
-1,200
-2% -$88.3K 3.69% 1
2019
Q4 		$5.01M Sell
68,328
-756
-1% -$48.6K 3.41% 1
2019
Q3 		$3.87M Buy
69,084
+120
+0.2% +$6.27K 2.95% 1
2019
Q2 		$3.41M Sell
68,964
-268
-0.4% -$13.1K 2.63% 2
2019
Q1 		$3.47M Buy
+69,232
New +$2.94M 2.71% 3

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
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
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

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

RBA Wealth Management reduced its Apple (AAPL) stake by 15% in Q2 2026, selling an estimated $1.75M and leaving 33,794 shares worth $9.78M. The position accounts for 3.59% of the portfolio, ranked #3.

RBA Wealth Management first reported a position in AAPL in Q1 2019 and has held it in 30 quarters since. The position peaked at $11M in Q4 2025. 2,365 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • RBA Wealth Management held 33,794 shares of Apple worth $9.78M as of Q2 2026.
  • RBA Wealth Management sold 6,115 Apple shares in Q2 2026, an estimated $1.75M.
  • Apple made up 3.59% of RBA Wealth Management's portfolio in Q2 2026, its #3 holding.
  • RBA Wealth Management first reported a position in Apple in Q1 2019 and has held it in 30 quarters since.
  • RBA Wealth Management's Apple position peaked at $11M in Q4 2025.
  • 2,365 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on RBA Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.