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Secure Asset Management’s Apple AAPL Stock Holding History

Secure Asset Management’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
2025
Q2 		– Sell
-300
Closed -$66.6K – 312
2025
Q1 		$66.6K Sell
300
-100
-25% -$23.2K 0.01% 305
2024
Q4 		$2.26K Hold
400
– – ﹤0.01% 318
2024
Q3 		$93.2K Hold
400
– – 0.02% 301
2024
Q2 		$84.2K Buy
+400
New +$74.6K 0.02% 278

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

Secure Asset Management's AAPL Position: Q2 2026 in Review

Secure Asset Management reduced its Apple (AAPL) stake by 2.2% in Q2 2026, selling an estimated $377K and leaving 59,722 shares worth $17.3M. The position accounts for 2.42% of the portfolio, ranked #6.

Secure Asset Management first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $54.6M in Q4 2024. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Secure Asset Management held 59,722 shares of Apple worth $17.3M as of Q2 2026.
  • Secure Asset Management sold 1,318 Apple shares in Q2 2026, an estimated $377K.
  • Apple made up 2.42% of Secure Asset Management's portfolio in Q2 2026, its #6 holding.
  • Secure Asset Management first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • Secure Asset Management's Apple position peaked at $54.6M in Q4 2024.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.