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RWQ Financial Management Services’s Apple AAPL Stock Holding History

RWQ Financial Management Services’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 		$10M Sell
34,661
-20,440
-37% -$5.85M 4.84% 8
2026
Q1 		$14M Buy
55,101
+20,375
+59% +$5.3M 9.11% 2
2025
Q4 		$9.44M Sell
34,726
-69,600
-67% -$18.7M 4.34% 12
2025
Q3 		$26.6M Buy
104,326
+102,425
+5,388% +$23.1M 11.53% 1
2025
Q2 		$390K Buy
+1,901
New +$384K 0.16% 22
2025
Q1 		– Sell
-77,351
Closed -$19.4M – 24
2024
Q4 		$19.4M Sell
77,351
-51,897
-40% -$12.2M 7.58% 5
2024
Q3 		$30.1M Sell
129,248
-114,694
-47% -$25.6M 10.44% 3
2024
Q2 		$51.4M Buy
243,942
+152,308
+166% +$28.4M 18.62% 2
2024
Q1 		$15.7M Buy
91,634
+25,362
+38% +$4.61M 6.83% 4
2023
Q4 		$12.8M Buy
66,272
+19,629
+42% +$3.62M 10.5% 1
2023
Q3 		$7.99M Sell
46,643
-10,098
-18% -$1.85M 8.67% 2
2023
Q2 		$11M Sell
56,741
-3,840
-6% -$669K 9.66% 1
2023
Q1 		$9.99M Buy
60,581
+28,125
+87% +$4.15M 11.97% 1
2022
Q4 		$4.22M Buy
32,456
+8,607
+36% +$1.23M 8.36% 2
2022
Q3 		$3.3M Sell
23,849
-17,494
-42% -$2.75M 11.57% 1
2022
Q2 		$5.65M Sell
41,343
-63,604
-61% -$9.63M 14.08% 1
2022
Q1 		$18.3M Sell
104,947
-138,752
-57% -$23.3M 15.01% 1
2021
Q4 		$43.3M Buy
243,699
+6,932
+3% +$1.1M 27.24% 1
2021
Q3 		$33.5M Buy
236,767
+2,551
+1% +$376K 24.57% 1
2021
Q2 		$32.1M Buy
234,216
+15,554
+7% +$2.02M 24.12% 1
2021
Q1 		$26.7M Sell
218,662
-69,086
-24% -$8.87M 21.23% 1
2020
Q4 		$38.2M Buy
+287,748
New +$34.6M 30.11% 1

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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

RWQ Financial Management Services's AAPL Position: Q2 2026 in Review

RWQ Financial Management Services reduced its Apple (AAPL) stake by 37% in Q2 2026, selling an estimated $5.85M and leaving 34,661 shares worth $10M. The position accounts for 4.84% of the portfolio, ranked #8.

RWQ Financial Management Services first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $51.4M in Q2 2024. 1,775 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • RWQ Financial Management Services held 34,661 shares of Apple worth $10M as of Q2 2026.
  • RWQ Financial Management Services sold 20,440 Apple shares in Q2 2026, an estimated $5.85M.
  • Apple made up 4.84% of RWQ Financial Management Services's portfolio in Q2 2026, its #8 holding.
  • RWQ Financial Management Services first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • RWQ Financial Management Services's Apple position peaked at $51.4M in Q2 2024.
  • 1,775 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on RWQ Financial Management Services's 13F filing for Q2 2026, filed 22 Jul 2026.