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Selective Wealth Management’s Apple AAPL Stock Holding History

Selective 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 		$9.62M Buy
28,832
+1,163
+4% +$333K 2.52% 5
2026
Q1 		$7.48M Sell
27,669
-1,249
-4% -$325K 2.21% 7
2025
Q4 		$7.47M Buy
28,918
+2,826
+11% +$759K 2.33% 7
2025
Q3 		$6.69M Buy
26,092
+527
+2% +$119K 2.15% 8
2025
Q2 		$5.4M Sell
25,565
-3,016
-11% -$609K 1.97% 11
2025
Q1 		$5.66M Sell
28,581
-111
-0.4% -$25.7K 2.46% 9
2024
Q4 		$6.69M Buy
28,692
+303
+1% +$71.4K 2.72% 8
2024
Q3 		$6.41M Buy
28,389
+6,385
+29% +$1.43M 2.66% 8
2024
Q2 		$5.03M Sell
22,004
-745
-3% -$139K 2.22% 8
2024
Q1 		$3.82M Buy
22,749
+76
+0.3% +$13.8K 1.66% 14
2023
Q4 		$4.12M Sell
22,673
-1,923
-8% -$355K 2.08% 13
2023
Q3 		$4.27M Sell
24,596
-877
-3% -$161K 2.35% 12
2023
Q2 		$4.8M Buy
+25,473
New +$4.44M 2.4% 11
2022
Q4 		$3.84M Buy
27,841
+809
+3% +$116K 2.03% 15
2022
Q3 		$3.74M Sell
27,032
-2,357
-8% -$370K 1.6% 19
2022
Q2 		$4.02M Buy
29,389
+144
+0.5% +$21.8K 1.43% 20
2022
Q1 		$5.11M Sell
29,245
-6,462
-18% -$1.09M 1.85% 16
2021
Q4 		$6.34M Buy
35,707
+1,089
+3% +$172K 2.59% 14
2021
Q3 		$4.9M Buy
34,618
+10,487
+43% +$1.54M 2.6% 10
2021
Q2 		$3.31M Buy
24,131
+8,123
+51% +$1.05M 2.63% 7
2021
Q1 		$1.96M Buy
16,008
+5,405
+51% +$694K 1.78% 16
2020
Q4 		$1.41M Buy
10,603
+1,049
+11% +$126K 0.91% 23
2020
Q3 		$1.11M Buy
9,554
+2,502
+35% +$273K 0.87% 21
2020
Q2 		$643K Buy
7,052
+3,584
+103% +$278K 0.53% 26
2020
Q1 		$221K Hold
3,468
– – 0.35% 17
2019
Q4 		$255K Buy
3,468
+32
+0.9% +$2.06K 0.31% 22
2019
Q3 		$192K Sell
3,436
-1,148
-25% -$60K 0.26% 33
2019
Q2 		$227K Buy
+4,584
New +$223K 0.37% 34
2018
Q3 		$194K Buy
+3,444
New +$179K 2.32% 13

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Selective Wealth Management increased its Apple (AAPL) stake by 4.2% in Q2 2026, buying an estimated $333K and bringing the position to 28,832 shares worth $9.62M. The position accounts for 2.52% of the portfolio, ranked #5.

Selective Wealth Management first reported a position in AAPL in Q3 2018 and has held it in 29 quarters since. 2,580 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Selective Wealth Management held 28,832 shares of Apple worth $9.62M as of Q2 2026.
  • Selective Wealth Management bought 1,163 Apple shares in Q2 2026, an estimated $333K.
  • Apple made up 2.52% of Selective Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Selective Wealth Management first reported a position in Apple in Q3 2018 and has held it in 29 quarters since.
  • 2,580 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.