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Segment Wealth Management’s Apple AAPL Stock Holding History

Segment Wealth 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
2026
Q2 		$44.2M Buy
152,914
+1,122
+0.7% +$321K 2.3% 8
2026
Q1 		$38.5M Buy
151,792
+524
+0.3% +$136K 2.26% 7
2025
Q4 		$41.1M Buy
151,268
+433
+0.3% +$116K 2.38% 8
2025
Q3 		$38.4M Sell
150,835
-514
-0.3% -$116K 2.3% 7
2025
Q2 		$31.1M Sell
151,349
-1,149
-0.8% -$232K 1.97% 9
2025
Q1 		$33.9M Buy
152,498
+4,453
+3% +$1.03M 2.29% 6
2024
Q4 		$37.1M Buy
148,045
+265
+0.2% +$62.5K 2.53% 7
2024
Q3 		$34.4M Sell
147,780
-1,314
-0.9% -$293K 2.37% 7
2024
Q2 		$31.4M Sell
149,094
-3,294
-2% -$614K 2.32% 7
2024
Q1 		$26.1M Buy
152,388
+7,337
+5% +$1.33M 1.99% 8
2023
Q4 		$27.9M Sell
145,051
-6,474
-4% -$1.2M 2.47% 6
2023
Q3 		$25.9M Buy
151,525
+4,937
+3% +$905K 2.64% 5
2023
Q2 		$28.4M Sell
146,588
-1,224
-0.8% -$213K 2.92% 5
2023
Q1 		$24.4M Sell
147,812
-1,103
-0.7% -$163K 2.76% 5
2022
Q4 		$19.3M Sell
148,915
-129
-0.1% -$18.4K 2.24% 6
2022
Q3 		$20.6M Buy
149,044
+537
+0.4% +$84.3K 2.57% 5
2022
Q2 		$20.3M Sell
148,507
-1,342
-0.9% -$203K 2.58% 5
2022
Q1 		$26.2M Buy
149,849
+2,082
+1% +$350K 2.7% 5
2021
Q4 		$26.2M Buy
147,767
+8,628
+6% +$1.36M 2.75% 5
2021
Q3 		$19.7M Sell
139,139
-358
-0.3% -$52.7K 2.34% 5
2021
Q2 		$19.1M Buy
139,497
+1,329
+1% +$172K 2.27% 5
2021
Q1 		$16.9M Buy
138,168
+2,023
+1% +$260K 2.24% 5
2020
Q4 		$18.1M Sell
136,145
-3,364
-2% -$405K 2.61% 5
2020
Q3 		$16.2M Sell
139,509
-2,611
-2% -$285K 2.62% 5
2020
Q2 		$13M Buy
142,120
+1,232
+0.9% +$95.5K 2.4% 5
2020
Q1 		$8.96M Sell
140,888
-1,068
-0.8% -$78.5K 2% 10
2019
Q4 		$10.4M Buy
141,956
+8,028
+6% +$516K 1.76% 9
2019
Q3 		$7.5M Sell
133,928
-30,140
-18% -$1.58M 1.47% 11
2019
Q2 		$8.12M Sell
164,068
-488
-0.3% -$23.8K 1.65% 10
2019
Q1 		$7.81M Buy
164,556
+2,828
+2% +$120K 1.66% 9
2018
Q4 		$6.38M Buy
161,728
+3,156
+2% +$153K 1.61% 11
2018
Q3 		$8.95M Buy
158,572
+900
+0.6% +$46.9K 1.95% 8
2018
Q2 		$7.3M Buy
157,672
+1,468
+0.9% +$66.6K 1.72% 7
2018
Q1 		$6.55M Sell
156,204
-2,160
-1% -$93K 1.63% 7
2017
Q4 		$6.7M Buy
158,364
+2,652
+2% +$111K 1.62% 10
2017
Q3 		$6M Buy
155,712
+1,808
+1% +$70.1K 1.59% 10
2017
Q2 		$5.54M Buy
153,904
+14,168
+10% +$524K 1.53% 11
2017
Q1 		$5.02M Sell
139,736
-204
-0.1% -$6.72K 1.64% 11
2016
Q4 		$4.05M Buy
139,940
+508
+0.4% +$14.4K 1.49% 13
2016
Q3 		$3.94M Sell
139,432
-1,172
-0.8% -$31K 1.55% 13
2016
Q2 		$3.36M Sell
140,604
-11,916
-8% -$296K 1.39% 20
2016
Q1 		$4.16M Buy
152,520
+1,608
+1% +$40.1K 1.55% 13
2015
Q4 		$3.97M Sell
150,912
-8,976
-6% -$257K 1.51% 14
2015
Q3 		$4.41M Buy
159,888
+6,156
+4% +$181K 1.69% 8
2015
Q2 		$4.82M Buy
153,732
+268
+0.2% +$8.57K 1.67% 9
2015
Q1 		$4.77M Buy
153,464
+10,416
+7% +$315K 1.59% 12
2014
Q4 		$3.95M Buy
143,048
+70,424
+97% +$1.92M 1.51% 13
2014
Q3 		$1.83M Buy
72,624
+13,532
+23% +$332K 0.7% 53
2014
Q2 		$1.37M Buy
59,092
+2,896
+5% +$61.6K 0.53% 60
2014
Q1 		$1.08M Buy
56,196
+2,268
+4% +$43.1K 0.5% 66
2013
Q4 		$1.08M Buy
53,928
+700
+1% +$13.2K 0.53% 61
2013
Q3 		$906K Sell
53,228
-70,168
-57% -$1.16M 0.49% 60
2013
Q2 		$1.75M Buy
+123,396
New +$1.9M 1.05% 26

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
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Segment Wealth Management's AAPL Position: Q2 2026 in Review

Segment Wealth Management increased its Apple (AAPL) stake by 0.74% in Q2 2026, buying an estimated $321K and bringing the position to 152,914 shares worth $44.2M. The position accounts for 2.3% of the portfolio, ranked #8.

Segment Wealth Management first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 1,521 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Segment Wealth Management held 152,914 shares of Apple worth $44.2M as of Q2 2026.
  • Segment Wealth Management bought 1,122 Apple shares in Q2 2026, an estimated $321K.
  • Apple made up 2.3% of Segment Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Segment Wealth Management first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
  • 1,521 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.