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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
2023
Q4 		– Sell
-2,000
Closed -$342 – 248
2023
Q3 		$342 Hold
2,000
– – ﹤0.01% 219
2023
Q2 		$388 Hold
2,000
– – ﹤0.01% 213
2023
Q1 		$330 Buy
+2,000
New +$295K ﹤0.01% 210

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.