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Southern Capital Advisors’s Apple AAPL Stock Holding History

Southern Capital Advisors’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 		$5.46M Sell
18,866
-1,725
-8% -$493K 2.28% 11
2026
Q1 		$5.23M Buy
20,591
+251
+1% +$65.3K 2.45% 10
2025
Q4 		$5.53M Buy
20,340
+7
+0% +$1.88K 2.55% 10
2025
Q3 		$5.18M Buy
20,333
+213
+1% +$48.1K 2.43% 11
2025
Q2 		$4.13M Buy
20,120
+484
+2% +$97.7K 2.11% 13
2025
Q1 		$4.36M Sell
19,636
-280
-1% -$64.9K 2.42% 11
2024
Q4 		$4.99M Sell
19,916
-416
-2% -$98K 2.76% 8
2024
Q3 		$4.74M Buy
20,332
+19
+0.1% +$4.24K 2.67% 9
2024
Q2 		$4.28M Sell
20,313
-685
-3% -$128K 2.63% 9
2024
Q1 		$3.6M Buy
20,998
+328
+2% +$59.6K 2.19% 10
2023
Q4 		$3.98M Sell
20,670
-339
-2% -$62.6K 2.83% 9
2023
Q3 		$3.6M Sell
21,009
-1,364
-6% -$250K 2.99% 7
2023
Q2 		$4.34M Sell
22,373
-1,255
-5% -$219K 3.32% 7
2023
Q1 		$3.9M Sell
23,628
-1,218
-5% -$180K 2.88% 9
2022
Q4 		$3.23M Sell
24,846
-129
-0.5% -$18.4K 2.5% 10
2022
Q3 		$3.45M Buy
24,975
+694
+3% +$109K 2.82% 9
2022
Q2 		$3.32M Buy
24,281
+1,158
+5% +$175K 2.63% 9
2022
Q1 		$4.04M Sell
23,123
-990
-4% -$166K 2.76% 9
2021
Q4 		$4.28M Buy
+24,113
New +$3.81M 2.65% 10

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

Southern Capital Advisors's AAPL Position: Q2 2026 in Review

Southern Capital Advisors reduced its Apple (AAPL) stake by 8.4% in Q2 2026, selling an estimated $493K and leaving 18,866 shares worth $5.46M. The position accounts for 2.28% of the portfolio, ranked #11.

Southern Capital Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.53M in Q4 2025. 3,091 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Southern Capital Advisors held 18,866 shares of Apple worth $5.46M as of Q2 2026.
  • Southern Capital Advisors sold 1,725 Apple shares in Q2 2026, an estimated $493K.
  • Apple made up 2.28% of Southern Capital Advisors's portfolio in Q2 2026, its #11 holding.
  • Southern Capital Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Southern Capital Advisors's Apple position peaked at $5.53M in Q4 2025.
  • 3,091 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.