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Shum Financial Group’s Apple AAPL Stock Holding History

Shum Financial Group’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 		$14.2M Buy
49,101
+501
+1% +$143K 8.56% 1
2026
Q1 		$12.3M Buy
48,600
+14,401
+42% +$3.75M 8.72% 1
2025
Q4 		$9.3M Sell
34,199
-1,082
-3% -$290K 6.7% 2
2025
Q3 		$8.98M Buy
+35,281
New +$7.97M 6.7% 2
2025
Q1 		$7.76M Buy
34,925
+119
+0.3% +$27.6K 6.71% 1
2024
Q4 		$8.72M Sell
34,806
-977
-3% -$230K 7.53% 1
2024
Q3 		$8M Buy
+35,783
New +$7.99M 6.67% 1

Other funds holding AAPL

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Shum Financial Group's AAPL Position: Q2 2026 in Review

Shum Financial Group increased its Apple (AAPL) stake by 1% in Q2 2026, buying an estimated $143K and bringing the position to 49,101 shares worth $14.2M. The position accounts for 8.56% of the portfolio, ranked #1.

Shum Financial Group first reported a position in AAPL in Q3 2024 and has held it in 7 quarters since. 3,884 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Shum Financial Group held 49,101 shares of Apple worth $14.2M as of Q2 2026.
  • Shum Financial Group bought 501 Apple shares in Q2 2026, an estimated $143K.
  • Apple made up 8.56% of Shum Financial Group's portfolio in Q2 2026, its #1 holding.
  • Shum Financial Group first reported a position in Apple in Q3 2024 and has held it in 7 quarters since.
  • 3,884 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.