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Spire Wealth Management’s Apple AAPL Stock Holding History

Spire 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 		$106M Sell
366,114
-17,274
-5% -$4.94M 3.2% 3
2026
Q1 		$97.3M Sell
383,388
-3,010
-0.8% -$783K 3.32% 3
2025
Q4 		$105M Buy
386,398
+2,543
+0.7% +$683K 3.52% 3
2025
Q3 		$97.7M Sell
383,855
-4,016
-1% -$907K 3.33% 3
2025
Q2 		$79.4M Sell
387,871
-112,369
-22% -$22.7M 2.85% 5
2025
Q1 		$111M Sell
500,240
-58,014
-10% -$13.4M 3.56% 2
2024
Q4 		$140M Buy
558,254
+28,404
+5% +$6.69M 4.34% 2
2024
Q3 		$123M Buy
529,850
+32,440
+7% +$7.24M 4.16% 2
2024
Q2 		$105M Sell
497,410
-86,873
-15% -$16.2M 3.7% 2
2024
Q1 		$118M Sell
584,283
-37,626
-6% -$6.84M 2.14% 12
2023
Q4 		$119M Buy
621,909
+2,340
+0.4% +$432K 3.94% 2
2023
Q3 		$106M Buy
619,569
+7,527
+1% +$1.38M 4.04% 2
2023
Q2 		$119M Buy
612,042
+31,403
+5% +$5.47M 4.38% 1
2023
Q1 		$95.7M Buy
580,639
+169,147
+41% +$25M 3.73% 3
2022
Q4 		$53.5M Buy
411,492
+15,565
+4% +$2.22M 3.01% 4
2022
Q3 		$54.7M Sell
395,927
-313,446
-44% -$49.2M 3.32% 2
2022
Q2 		$97M Sell
709,373
-267,141
-27% -$40.5M 4% 1
2022
Q1 		$171M Sell
976,514
-179,695
-16% -$30.2M 4.57% 1
2021
Q4 		$205M Buy
1,156,209
+150,784
+15% +$23.8M 4.55% 1
2021
Q3 		$142M Buy
1,005,425
+37,477
+4% +$5.52M 3.77% 1
2021
Q2 		$133M Sell
967,948
-174,142
-15% -$22.6M 3.59% 1
2021
Q1 		$137M Buy
+1,142,090
New +$147M 3.65% 1

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

Spire Wealth Management's AAPL Position: Q2 2026 in Review

Spire Wealth Management reduced its Apple (AAPL) stake by 4.5% in Q2 2026, selling an estimated $4.94M and leaving 366,114 shares worth $106M. The position accounts for 3.2% of the portfolio, ranked #3.

Spire Wealth Management first reported a position in AAPL in Q1 2021 and has held it in 22 quarters since. The position peaked at $205M in Q4 2021. 1,994 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Spire Wealth Management held 366,114 shares of Apple worth $106M as of Q2 2026.
  • Spire Wealth Management sold 17,274 Apple shares in Q2 2026, an estimated $4.94M.
  • Apple made up 3.2% of Spire Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Spire Wealth Management first reported a position in Apple in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Apple position peaked at $205M in Q4 2021.
  • 1,994 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.