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	–	Sell	-500	Closed	-$127K	–	145
2026 Q1	$127K	Buy	+500	New	+$130K	0.06%	125
2025 Q3	–	Sell	-1,200	Closed	-$246K	–	153
2025 Q2	$246K	Buy	+1,200	New	+$242K	0.12%	116
2024 Q3	–	Sell	-5,500	Closed	-$1.16M	–	126
2024 Q2	$1.16M	Buy	+5,500	New	+$1.03M	0.66%	38

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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. 1,933 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.
1,933 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.