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Sara-Bay Financial’s Apple AAPL Stock Holding History

Sara-Bay Financial’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 		$5.22M Sell
18,026
-182
-1% -$52.1K 1.39% 12
2026
Q1 		$4.62M Sell
18,208
-434
-2% -$113K 1.39% 13
2025
Q4 		$5.09M Sell
18,642
-607
-3% -$163K 1.52% 11
2025
Q3 		$4.9M Sell
19,249
-49
-0.3% -$11.1K 1.37% 11
2025
Q2 		$3.96M Sell
19,298
-551
-3% -$111K 1.42% 10
2025
Q1 		$4.33M Sell
19,849
-702
-3% -$163K 1.91% 11
2024
Q4 		$5.18M Buy
20,551
+132
+0.6% +$31.1K 1.92% 11
2024
Q3 		$4.76M Sell
20,419
-1,318
-6% -$294K 1.72% 14
2024
Q2 		$4.58M Buy
21,737
+1,021
+5% +$190K 1.86% 12
2024
Q1 		$3.52M Sell
20,716
-811
-4% -$147K 1.58% 14
2023
Q4 		$4.14M Sell
21,527
-240
-1% -$44.3K 2.02% 13
2023
Q3 		$3.73M Sell
21,767
-1,794
-8% -$329K 1.89% 13
2023
Q2 		$4.57M Buy
23,561
+28
+0.1% +$4.88K 2.22% 12
2023
Q1 		$3.88M Sell
23,533
-1,762
-7% -$260K 1.98% 15
2022
Q4 		$3.29M Sell
25,295
-1,797
-7% -$257K 1.85% 13
2022
Q3 		$3.74M Sell
27,092
-2,709
-9% -$425K 2.08% 14
2022
Q2 		$4.1M Sell
29,801
-315
-1% -$47.7K 1.99% 14
2022
Q1 		$5.26M Sell
30,116
-2,999
-9% -$504K 2.08% 14
2021
Q4 		$5.88M Buy
33,115
+1,473
+5% +$233K 1.77% 14
2021
Q3 		$4.48M Sell
31,642
-658
-2% -$96.9K 1.75% 14
2021
Q2 		$4.43M Buy
+32,300
New +$4.19M 1.67% 17
2021
Q1 		– Sell
-37,510
Closed -$4.98M – 80
2020
Q4 		$4.98M Sell
37,510
-423
-1% -$50.9K 2.25% 16
2020
Q3 		$4.39M Buy
37,933
+1,757
+5% +$192K 2.39% 13
2020
Q2 		$3.32M Buy
+36,176
New +$2.8M 1.9% 14

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

Sara-Bay Financial's AAPL Position: Q2 2026 in Review

Sara-Bay Financial reduced its Apple (AAPL) stake by 1% in Q2 2026, selling an estimated $52.1K and leaving 18,026 shares worth $5.22M. The position accounts for 1.39% of the portfolio, ranked #12.

Sara-Bay Financial first reported a position in AAPL in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.88M in Q4 2021. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Sara-Bay Financial held 18,026 shares of Apple worth $5.22M as of Q2 2026.
  • Sara-Bay Financial sold 182 Apple shares in Q2 2026, an estimated $52.1K.
  • Apple made up 1.39% of Sara-Bay Financial's portfolio in Q2 2026, its #12 holding.
  • Sara-Bay Financial first reported a position in Apple in Q2 2020 and has held it in 24 quarters since.
  • Sara-Bay Financial's Apple position peaked at $5.88M in Q4 2021.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sara-Bay Financial's 13F filing for Q2 2026, filed 17 Jul 2026.