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SFG Wealth Management’s Apple AAPL Stock Holding History

SFG 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 		$2.53M Sell
8,755
-94
-1% -$26.9K 0.91% 19
2026
Q1 		$2.25M Sell
8,849
-2,229
-20% -$580K 0.92% 20
2025
Q4 		$3.01M Buy
11,078
+261
+2% +$70.1K 1.18% 14
2025
Q3 		$2.75M Sell
10,817
-1,594
-13% -$360K 1.19% 14
2025
Q2 		$2.55M Sell
12,411
-284
-2% -$57.4K 1.54% 12
2025
Q1 		$2.82M Sell
12,695
-1,014
-7% -$235K 1.38% 14
2024
Q4 		$3.43M Sell
13,709
-18
-0.1% -$4.24K 1.8% 10
2024
Q3 		$3.2M Buy
13,727
+159
+1% +$35.5K 1.7% 12
2024
Q2 		$2.86M Sell
13,568
-417
-3% -$77.8K 1.63% 13
2024
Q1 		$2.4M Sell
13,985
-1,360
-9% -$247K 1.42% 14
2023
Q4 		$2.95M Buy
15,345
+49
+0.3% +$9.05K 1.97% 10
2023
Q3 		$2.62M Sell
15,296
-166
-1% -$30.4K 2.08% 9
2023
Q2 		$3M Buy
15,462
+3,686
+31% +$642K 2.51% 8
2023
Q1 		$1.94M Sell
11,776
-37
-0.3% -$5.46K 2.15% 7
2022
Q4 		$1.53M Sell
11,813
-762
-6% -$109K 1.9% 8
2022
Q3 		$1.74M Sell
12,575
-470
-4% -$73.8K 2.35% 10
2022
Q2 		$1.78M Sell
13,045
-22
-0.2% -$3.33K 2.08% 15
2022
Q1 		$2.28M Sell
13,067
-81
-0.6% -$13.6K 2.14% 16
2021
Q4 		$2.33M Buy
+13,148
New +$2.08M 2.08% 14

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

SFG Wealth Management reduced its Apple (AAPL) stake by 1.1% in Q2 2026, selling an estimated $26.9K and leaving 8,755 shares worth $2.53M. The position accounts for 0.91% of the portfolio, ranked #19.

SFG Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.43M in Q4 2024. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • SFG Wealth Management held 8,755 shares of Apple worth $2.53M as of Q2 2026.
  • SFG Wealth Management sold 94 Apple shares in Q2 2026, an estimated $26.9K.
  • Apple made up 0.91% of SFG Wealth Management's portfolio in Q2 2026, its #19 holding.
  • SFG Wealth Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • SFG Wealth Management's Apple position peaked at $3.43M in Q4 2024.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.