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RVW Wealth’s Apple AAPL Stock Holding History

RVW Wealth’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 		$38.2M Sell
132,157
-3,831
-3% -$1.1M 2.52% 11
2026
Q1 		$34.5M Buy
135,988
+1,372
+1% +$357K 2.69% 10
2025
Q4 		$36.6M Buy
134,616
+1,892
+1% +$508K 2.8% 10
2025
Q3 		$33.8M Buy
132,724
+7,716
+6% +$1.74M 2.64% 10
2025
Q2 		$25.6M Buy
125,008
+152
+0.1% +$30.7K 2.18% 12
2025
Q1 		$27.7M Buy
124,856
+6,535
+6% +$1.51M 2.61% 10
2024
Q4 		$29.6M Buy
118,321
+33,993
+40% +$8.01M 2.76% 10
2024
Q3 		$19.6M Sell
84,328
-145
-0.2% -$32.4K 1.83% 21
2024
Q2 		$17.8M Buy
84,473
+535
+0.6% +$99.8K 1.78% 22
2024
Q1 		$14.4M Sell
83,938
-859
-1% -$156K 1.48% 26
2023
Q4 		$16.3M Sell
84,797
-388
-0.5% -$71.6K 1.79% 22
2023
Q3 		$14.6M Sell
85,185
-248
-0.3% -$45.5K 1.76% 24
2023
Q2 		$16.6M Buy
85,433
+242
+0.3% +$42.2K 1.96% 22
2023
Q1 		$14M Sell
85,191
-11,495
-12% -$1.7M 1.74% 26
2022
Q4 		$12.6M Buy
96,686
+1,001
+1% +$143K 1.6% 27
2022
Q3 		$13.2M Buy
95,685
+1,302
+1% +$204K 1.86% 21
2022
Q2 		$12.9M Buy
94,383
+1,510
+2% +$229K 1.73% 25
2022
Q1 		$16.2M Buy
92,873
+2,255
+2% +$379K 1.87% 25
2021
Q4 		$16.1M Sell
90,618
-1,096
-1% -$173K 1.8% 25
2021
Q3 		$13M Buy
91,714
+8,091
+10% +$1.19M 1.56% 29
2021
Q2 		$11M Buy
83,623
+687
+0.8% +$89K 1.38% 29
2021
Q1 		$10M Buy
82,936
+5,109
+7% +$656K 1.31% 29
2020
Q4 		$10M Sell
77,827
-386
-0.5% -$46.4K 1.47% 29
2020
Q3 		$9.06M Sell
78,213
-527
-0.7% -$57.5K 1.53% 29
2020
Q2 		$7.18M Sell
78,740
-1,760
-2% -$136K 1.31% 32
2020
Q1 		$5.12M Sell
80,500
-10,604
-12% -$780K 1.2% 29
2019
Q4 		$6.69M Sell
91,104
-66,408
-42% -$4.27M 1.46% 23
2019
Q3 		$3.58M Sell
157,512
-327,656
-68% -$17.1M 0.85% 32
2019
Q2 		$4.04M Buy
485,168
+4,272
+0.9% +$208K 0.96% 30
2019
Q1 		$3.67M Buy
+480,896
New +$20.4M 0.94% 31

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
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

RVW Wealth's AAPL Position: Q2 2026 in Review

RVW Wealth reduced its Apple (AAPL) stake by 2.8% in Q2 2026, selling an estimated $1.1M and leaving 132,157 shares worth $38.2M. The position accounts for 2.52% of the portfolio, ranked #11.

RVW Wealth first reported a position in AAPL in Q1 2019 and has held it in 30 quarters since. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • RVW Wealth held 132,157 shares of Apple worth $38.2M as of Q2 2026.
  • RVW Wealth sold 3,831 Apple shares in Q2 2026, an estimated $1.1M.
  • Apple made up 2.52% of RVW Wealth's portfolio in Q2 2026, its #11 holding.
  • RVW Wealth first reported a position in Apple in Q1 2019 and has held it in 30 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.