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	–	Hold	0	–	–	–	242
2026 Q1	–	Hold	0	–	–	–	248
2025 Q4	–	Hold	0	–	–	–	282
2025 Q3	–	Hold	0	–	–	–	294
2025 Q2	–	Hold	0	–	–	–	265
2025 Q1	–	Hold	0	–	–	–	492
2024 Q4	–	Hold	0	–	–	–	488
2024 Q3	–	Hold	0	–	–	–	311
2024 Q2	–	Hold	0	–	–	–	196
2024 Q1	–	Hold	0	–	–	–	271
2023 Q4	–	Hold	0	–	–	–	196
2023 Q3	–	Hold	0	–	–	–	389
2023 Q2	–	Hold	0	–	–	–	241
2022 Q4	–	Hold	0	–	-$732K	–	410
2022 Q3	–	Hold	0	–	–	–	191
2022 Q2	–	Sell	-250,800	Closed	-$38M	–	208
2022 Q1	$43.8M	Buy	250,800 +4,800	+2%	+$807K	2.48%	5
2021 Q4	$43.7M	Buy	246,000 +170,200	+225%	+$26.9M	2.47%	8
2021 Q3	$10.7M	Buy	75,800 +200	+0.3%	+$29.4K	0.71%	35
2021 Q2	$10.4M	Sell	75,600 -20,500	-21%	-$2.66M	0.72%	40
2021 Q1	$11.7M	Buy	+96,100	New	+$12.3M	0.92%	30
2020 Q4	–	Sell	-700	Closed	-$81K	–	323
2020 Q3	$81K	Buy	700 +300	+75%	+$32.7K	0.01%	279
2020 Q2	$36K	Buy	+400	New	+$31K	﹤0.01%	259

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

PensionDanmark Copenhagen O, Denmark $12B AUM

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.