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Spectrum Planning & Advisory Services’s Apple AAPL Stock Holding History

Spectrum Planning & Advisory Services’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 		$1.39M Sell
4,788
-454
-9% -$130K 0.62% 36
2026
Q1 		$1.33M Sell
5,242
-96
-2% -$25K 0.66% 36
2025
Q4 		$1.45M Buy
5,338
+3
+0.1% +$805 0.75% 32
2025
Q3 		$1.36M Buy
5,335
+792
+17% +$179K 0.77% 33
2025
Q2 		$932K Buy
4,543
+1,323
+41% +$267K 0.6% 36
2025
Q1 		$715K Sell
3,220
-489
-13% -$113K 0.6% 32
2024
Q4 		$929K Buy
3,709
+750
+25% +$177K 0.81% 23
2024
Q3 		$690K Sell
2,959
-717
-20% -$160K 0.66% 25
2024
Q2 		$787K Buy
+3,676
New +$686K 0.76% 24
2023
Q4 		$700K Buy
3,637
+1
+0% +$185 0.99% 21
2023
Q3 		$623K Hold
3,636
– – 0.98% 23
2023
Q2 		$700K Hold
3,636
– – 1.05% 18
2023
Q1 		$600K Sell
3,636
-100
-3% -$14.8K 0.97% 21
2022
Q4 		$485K Sell
3,736
-32
-0.8% -$4.57K 0.66% 26
2022
Q3 		$521K Buy
3,768
+1
+0% +$157 0.53% 33
2022
Q2 		$515K Hold
3,767
– – 0.54% 31
2022
Q1 		$658K Sell
3,767
-54
-1% -$9.08K 0.6% 28
2021
Q4 		$679K Buy
3,821
+211
+6% +$33.3K 0.62% 30
2021
Q3 		$511K Sell
3,610
-30
-0.8% -$4.42K 0.5% 33
2021
Q2 		$499K Buy
3,640
+33
+0.9% +$4.28K 0.48% 33
2021
Q1 		$441K Hold
3,607
– – 0.45% 33
2020
Q4 		$479K Buy
+3,607
New +$434K 0.51% 30

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

Spectrum Planning & Advisory Services's AAPL Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its Apple (AAPL) stake by 8.7% in Q2 2026, selling an estimated $130K and leaving 4,788 shares worth $1.39M. The position accounts for 0.62% of the portfolio, ranked #36.

Spectrum Planning & Advisory Services first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.45M in Q4 2025. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Spectrum Planning & Advisory Services held 4,788 shares of Apple worth $1.39M as of Q2 2026.
  • Spectrum Planning & Advisory Services sold 454 Apple shares in Q2 2026, an estimated $130K.
  • Apple made up 0.62% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #36 holding.
  • Spectrum Planning & Advisory Services first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Spectrum Planning & Advisory Services's Apple position peaked at $1.45M in Q4 2025.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.