Safir Wealth Advisors’s Apple AAPL Stock Holding History

Safir Wealth 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	$465K	Buy	1,608 +408	+34%	+$117K	0.3%	11
2026 Q1	$305K	Hold	1,200	–	–	0.22%	12
2025 Q4	$326K	Hold	1,200	–	–	0.23%	12
2025 Q3	$306K	Hold	1,200	–	–	0.22%	12
2025 Q2	$246K	Hold	1,200	–	–	0.18%	13
2025 Q1	$267K	Hold	1,200	–	–	0.21%	14
2024 Q4	$301K	Hold	1,200	–	–	0.23%	12
2024 Q3	$280K	Hold	1,200	–	–	0.22%	13
2024 Q2	$253K	Hold	1,200	–	–	0.21%	13
2024 Q1	$206K	Hold	1,200	–	–	0.17%	16
2023 Q4	$231K	Hold	1,200	–	–	0.21%	13
2023 Q3	$205K	Hold	1,200	–	–	0.2%	15
2023 Q2	$233K	Buy	+1,200	New	+$209K	0.22%	12
2022 Q2	–	Sell	-1,200	Closed	-$210K	–	15
2022 Q1	$210K	Buy	+1,200	New	+$202K	0.18%	16
2021 Q1	–	Sell	-1,329	Closed	-$176K	–	14
2020 Q4	$176K	Buy	+1,329	New	+$160K	0.16%	16

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Safir Wealth Advisors's AAPL Position: Q2 2026 in Review

Safir Wealth Advisors increased its Apple (AAPL) stake by 34% in Q2 2026, buying an estimated $117K and bringing the position to 1,608 shares worth $465K. The position accounts for 0.3% of the portfolio, ranked #11.

Safir Wealth Advisors first reported a position in AAPL in Q4 2020 and has held it in 15 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Safir Wealth Advisors held 1,608 shares of Apple worth $465K as of Q2 2026.
Safir Wealth Advisors bought 408 Apple shares in Q2 2026, an estimated $117K.
Apple made up 0.3% of Safir Wealth Advisors's portfolio in Q2 2026, its #11 holding.
Safir Wealth Advisors first reported a position in Apple in Q4 2020 and has held it in 15 quarters since.
2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Safir Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.