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Shelton Wealth Management’s Apple AAPL Stock Holding History

Shelton 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 		$1.97M Sell
6,802
-284
-4% -$81.2K 0.77% 36
2026
Q1 		$1.8M Sell
7,086
-316
-4% -$82.2K 0.79% 34
2025
Q4 		$2.01M Buy
7,402
+246
+3% +$66K 0.86% 33
2025
Q3 		$1.82M Buy
7,156
+152
+2% +$34.3K 0.82% 37
2025
Q2 		$1.44M Sell
7,004
-59
-0.8% -$11.9K 0.69% 44
2025
Q1 		$1.57M Buy
7,063
+97
+1% +$22.5K 0.85% 25
2024
Q4 		$1.74M Buy
6,966
+35
+0.5% +$8.25K 0.9% 25
2024
Q3 		$1.61M Buy
6,931
+110
+2% +$24.6K 0.88% 30
2024
Q2 		$1.44M Sell
6,821
-824
-11% -$154K 0.81% 30
2024
Q1 		$1.31M Buy
7,645
+262
+4% +$47.6K 0.82% 32
2023
Q4 		$1.42M Sell
7,383
-80
-1% -$14.8K 1.01% 27
2023
Q3 		$1.28M Sell
7,463
-55
-0.7% -$10.1K 1.02% 20
2023
Q2 		$1.46M Sell
7,518
-951
-11% -$166K 1.13% 19
2023
Q1 		$1.4M Buy
8,469
+583
+7% +$86K 1.13% 19
2022
Q4 		$1.02M Sell
7,886
-452
-5% -$64.6K 0.81% 26
2022
Q3 		$1.15M Buy
8,338
+3
+0% +$471 1.03% 23
2022
Q2 		$1.14M Sell
8,335
-3
-0% -$454 0.97% 23
2022
Q1 		$1.46M Sell
8,338
-2,294
-22% -$386K 1.15% 19
2021
Q4 		$1.89M Buy
+10,632
New +$1.68M 1.49% 16

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

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

Shelton Wealth Management reduced its Apple (AAPL) stake by 4% in Q2 2026, selling an estimated $81.2K and leaving 6,802 shares worth $1.97M. The position accounts for 0.77% of the portfolio, ranked #36.

Shelton Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.01M in Q4 2025. 1,197 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Shelton Wealth Management held 6,802 shares of Apple worth $1.97M as of Q2 2026.
  • Shelton Wealth Management sold 284 Apple shares in Q2 2026, an estimated $81.2K.
  • Apple made up 0.77% of Shelton Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Shelton Wealth Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Shelton Wealth Management's Apple position peaked at $2.01M in Q4 2025.
  • 1,197 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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