SW
AAPL icon

SteelPeak Wealth’s Apple AAPL Stock Holding History

SteelPeak Wealth’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 		$276M Sell
952,871
-55,291
-5% -$15.8M 7.14% 1
2026
Q1 		$256M Buy
1,008,162
+174,745
+21% +$45.5M 7.81% 1
2025
Q4 		$227M Sell
833,417
-29,516
-3% -$7.92M 7.38% 1
2025
Q3 		$220M Buy
862,933
+69,027
+9% +$15.6M 7.32% 1
2025
Q2 		$163M Sell
793,906
-23,780
-3% -$4.8M 6.29% 1
2025
Q1 		$182M Sell
817,686
-52,607
-6% -$12.2M 7.54% 1
2024
Q4 		$218M Buy
870,293
+28,286
+3% +$6.67M 8.85% 1
2024
Q3 		$196M Buy
842,007
+49,722
+6% +$11.1M 8.54% 1
2024
Q2 		$167M Sell
792,285
-66,011
-8% -$12.3M 7.73% 1
2024
Q1 		$147M Buy
858,296
+95,971
+13% +$17.5M 7.41% 1
2023
Q4 		$147M Sell
762,325
-143,685
-16% -$26.5M 8.5% 1
2023
Q3 		$155M Buy
906,010
+10,310
+1% +$1.89M 9.73% 1
2023
Q2 		$174M Buy
895,700
+122,057
+16% +$21.3M 10.3% 1
2023
Q1 		$128M Sell
773,643
-42,469
-5% -$6.27M 8.66% 1
2022
Q4 		$106M Buy
816,112
+23,986
+3% +$3.43M 7.78% 1
2022
Q3 		$109M Sell
792,126
-160,121
-17% -$25.1M 8.15% 1
2022
Q2 		$130M Sell
952,247
-93,119
-9% -$14.1M 9.36% 1
2022
Q1 		$183M Buy
1,045,366
+68,201
+7% +$11.5M 10.33% 1
2021
Q4 		$174M Buy
977,165
+37,596
+4% +$5.94M 9.81% 1
2021
Q3 		$133M Buy
939,569
+228,358
+32% +$33.6M 8.79% 1
2021
Q2 		$97.4M Buy
711,211
+13,064
+2% +$1.69M 6.81% 1
2021
Q1 		$85.3M Buy
698,147
+57,458
+9% +$7.38M 6.71% 1
2020
Q4 		$85M Buy
640,689
+5,032
+0.8% +$605K 7.73% 1
2020
Q3 		$73.6M Buy
635,657
+57,445
+10% +$6.27M 7.9% 1
2020
Q2 		$52.7M Sell
578,212
-42,524
-7% -$3.3M 6.65% 2
2020
Q1 		$39.5M Sell
620,736
-73,960
-11% -$5.44M 6.23% 2
2019
Q4 		$51M Buy
+694,696
New +$44.7M 7.03% 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
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

SteelPeak Wealth's AAPL Position: Q2 2026 in Review

SteelPeak Wealth reduced its Apple (AAPL) stake by 5.5% in Q2 2026, selling an estimated $15.8M and leaving 952,871 shares worth $276M. The position accounts for 7.14% of the portfolio, ranked #1.

SteelPeak Wealth first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • SteelPeak Wealth held 952,871 shares of Apple worth $276M as of Q2 2026.
  • SteelPeak Wealth sold 55,291 Apple shares in Q2 2026, an estimated $15.8M.
  • Apple made up 7.14% of SteelPeak Wealth's portfolio in Q2 2026, its #1 holding.
  • SteelPeak Wealth first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.