SDWIA
AAPL icon

Schwarz Dygos Wheeler Investment Advisors’s Apple AAPL Stock Holding History

Schwarz Dygos Wheeler Investment 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
2020
Q4 		– Sell
-40,000
Closed -$4.63M – 114
2020
Q3 		$4.63M Hold
40,000
– – 2.62% 8
2020
Q2 		$3.82M Buy
+40,000
New +$3.1M 2.49% 9

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's AAPL Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Apple (AAPL) stake by 1.2% in Q2 2026, selling an estimated $443K and leaving 128,572 shares worth $37.2M. The position accounts for 7.1% of the portfolio, ranked #2.

Schwarz Dygos Wheeler Investment Advisors first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. 4,685 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 128,572 shares of Apple worth $37.2M as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 1,548 Apple shares in Q2 2026, an estimated $443K.
  • Apple made up 7.1% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #2 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
  • 4,685 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.