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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
– -$888K – 644
2026
Q1 		– Hold
0
– – – 305
2025
Q4 		– Hold
0
– – – 283
2025
Q3 		– Hold
0
– – – 216
2025
Q2 		– Hold
0
– – – 211
2025
Q1 		– Hold
0
– – – 97
2024
Q4 		– Hold
0
– – – 77
2024
Q3 		– Hold
0
– – – 89
2024
Q2 		– Hold
0
– – – 95
2024
Q1 		– Hold
0
– – – 89
2023
Q1 		– Hold
0
– -$1.38M – 383
2022
Q4 		– Hold
0
– – – 152
2020
Q4 		– Sell
-1,000
Closed -$116K – 324
2020
Q3 		$116K Buy
1,000
+600
+150% +$65.5K 0.01% 268
2020
Q2 		$36K Hold
400
– – ﹤0.01% 260
2020
Q1 		$25K Buy
+400
New +$29.4K ﹤0.01% 237

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.