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Smallwood Wealth Investment Management’s Apple AAPL Stock Holding History

Smallwood Wealth Investment 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 		$13.2M Sell
45,493
-453
-1% -$130K 5.75% 2
2026
Q1 		$11.7M Sell
45,946
-459
-1% -$119K 6.15% 2
2025
Q4 		$12.6M Sell
46,405
-587
-1% -$158K 6.6% 2
2025
Q3 		$12M Buy
46,992
+193
+0.4% +$43.6K 6.09% 2
2025
Q2 		$9.6M Buy
46,799
+1,548
+3% +$313K 5.48% 3
2025
Q1 		$10.1M Buy
45,251
+611
+1% +$142K 6.33% 2
2024
Q4 		$11.2M Sell
44,640
-50
-0.1% -$11.8K 7.62% 2
2024
Q3 		$10.4M Sell
44,690
-221
-0.5% -$49.4K 7.43% 2
2024
Q2 		$9.46M Buy
44,911
+985
+2% +$184K 7.31% 2
2024
Q1 		$7.53M Buy
43,926
+1,239
+3% +$225K 5.84% 3
2023
Q4 		$8.22M Buy
42,687
+543
+1% +$100K 6.8% 2
2023
Q3 		$7.22M Buy
42,144
+247
+0.6% +$45.3K 6.57% 2
2023
Q2 		$8.13M Sell
41,897
-262
-0.6% -$45.7K 7.24% 2
2023
Q1 		$6.95M Sell
42,159
-55,157
-57% -$8.14M 6.58% 2
2022
Q4 		$12.6M Sell
97,316
-197
-0.2% -$28.2K 10.7% 2
2022
Q3 		$13.5M Buy
97,513
+7,425
+8% +$1.17M 12.11% 2
2022
Q2 		$12.3M Buy
90,088
+1,201
+1% +$182K 12.48% 2
2022
Q1 		$15.5M Buy
88,887
+281
+0.3% +$47.3K 14.67% 2
2021
Q4 		$15.7M Buy
+88,606
New +$14M 14.64% 2

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
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

Smallwood Wealth Investment Management's AAPL Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Apple (AAPL) stake by 0.99% in Q2 2026, selling an estimated $130K and leaving 45,493 shares worth $13.2M. The position accounts for 5.75% of the portfolio, ranked #2.

Smallwood Wealth Investment Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.7M in Q4 2021. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Smallwood Wealth Investment Management held 45,493 shares of Apple worth $13.2M as of Q2 2026.
  • Smallwood Wealth Investment Management sold 453 Apple shares in Q2 2026, an estimated $130K.
  • Apple made up 5.75% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #2 holding.
  • Smallwood Wealth Investment Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Smallwood Wealth Investment Management's Apple position peaked at $15.7M in Q4 2021.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.