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Riverbend Wealth Management’s Apple AAPL Stock Holding History

Riverbend 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 		$1.48M Sell
5,100
-45,900
-90% -$13.1M 0.74% 40
2026
Q1 		$12.9M Buy
51,000
+45,900
+900% +$11.9M 7.41% 1
2025
Q4 		$1.39M Buy
+5,100
New +$1.37M 0.86% 33

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
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

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

Riverbend Wealth Management increased its Apple (AAPL) stake by 3.4% in Q2 2026, buying an estimated $233K and bringing the position to 24,820 shares worth $7.18M. The position accounts for 3.61% of the portfolio, ranked #3.

Riverbend Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 2,176 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Riverbend Wealth Management held 24,820 shares of Apple worth $7.18M as of Q2 2026.
  • Riverbend Wealth Management bought 814 Apple shares in Q2 2026, an estimated $233K.
  • Apple made up 3.61% of Riverbend Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Riverbend Wealth Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 2,176 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.