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Richwood Investment Advisors’s Apple AAPL Stock Holding History

Richwood Investment 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 		$3.22M Buy
11,113
+43
+0.4% +$12.3K 2.26% 8
2026
Q1 		$2.81M Buy
11,070
+61
+0.6% +$15.9K 2.17% 7
2025
Q4 		$3.06M Sell
11,009
-825
-7% -$221K 2.2% 7
2025
Q3 		$3.01M Sell
11,834
-91
-0.8% -$20.6K 2.36% 8
2025
Q2 		$2.45M Sell
11,925
-65
-0.5% -$13.1K 2.01% 8
2025
Q1 		$2.66M Sell
11,990
-10
-0.1% -$2.32K 2.26% 9
2024
Q4 		$3.01M Buy
12,000
+95
+0.8% +$22.4K 2.51% 7
2024
Q3 		$2.77M Sell
11,905
-82
-0.7% -$18.3K 2.29% 8
2024
Q2 		$2.52M Buy
11,987
+145
+1% +$27K 2.21% 8
2024
Q1 		$2.03M Hold
11,842
– – 1.8% 10
2023
Q4 		$2.28M Sell
11,842
-4
-0% -$739 2.14% 9
2023
Q3 		$2.03M Buy
11,846
+52
+0.4% +$9.54K 2.07% 9
2023
Q2 		$2.29M Sell
11,794
-632
-5% -$110K 2.23% 9
2023
Q1 		$2.05M Sell
12,426
-45
-0.4% -$6.64K 2.04% 9
2022
Q4 		$1.62M Sell
12,471
-63
-0.5% -$9K 1.63% 11
2022
Q3 		$1.73M Sell
12,534
-495
-4% -$77.7K 1.9% 9
2022
Q2 		$1.78M Sell
13,029
-21
-0.2% -$3.18K 1.8% 9
2022
Q1 		$2.28M Sell
13,050
-230
-2% -$38.7K 2.03% 8
2021
Q4 		$2.36M Buy
+13,280
New +$2.1M 2.06% 8

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Richwood Investment Advisors's AAPL Position: Q2 2026 in Review

Richwood Investment Advisors increased its Apple (AAPL) stake by 0.39% in Q2 2026, buying an estimated $12.3K and bringing the position to 11,113 shares worth $3.22M. The position accounts for 2.26% of the portfolio, ranked #8.

Richwood Investment Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 2,936 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Richwood Investment Advisors held 11,113 shares of Apple worth $3.22M as of Q2 2026.
  • Richwood Investment Advisors bought 43 Apple shares in Q2 2026, an estimated $12.3K.
  • Apple made up 2.26% of Richwood Investment Advisors's portfolio in Q2 2026, its #8 holding.
  • Richwood Investment Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 2,936 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.