Sulzberger Capital Advisors’s Apple AAPL Stock Holding History

Sulzberger Capital Advisors’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	$1.56M	Sell	5,407 -99	-2%	-$28.3K	1.53%	18
2026 Q1	$1.4M	Sell	5,506 -85	-2%	-$22.1K	1.43%	19
2025 Q4	$1.52M	Sell	5,591 -1,590	-22%	-$427K	1.54%	16
2025 Q3	$1.83M	Sell	7,181 -3	-0%	-$678	2.04%	13
2025 Q2	$1.47M	Sell	7,184 -1,800	-20%	-$364K	1.72%	16
2025 Q1	$2M	Sell	8,984 -4,850	-35%	-$1.12M	2.62%	11
2024 Q4	$3.46M	Buy	+13,834	New	+$3.26M	3.92%	9

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

Sulzberger Capital Advisors's AAPL Position: Q2 2026 in Review

Sulzberger Capital Advisors reduced its Apple (AAPL) stake by 1.8% in Q2 2026, selling an estimated $28.3K and leaving 5,407 shares worth $1.56M. The position accounts for 1.53% of the portfolio, ranked #18.

Sulzberger Capital Advisors first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.46M in Q4 2024. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Sulzberger Capital Advisors held 5,407 shares of Apple worth $1.56M as of Q2 2026.
Sulzberger Capital Advisors sold 99 Apple shares in Q2 2026, an estimated $28.3K.
Apple made up 1.53% of Sulzberger Capital Advisors's portfolio in Q2 2026, its #18 holding.
Sulzberger Capital Advisors first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
Sulzberger Capital Advisors's Apple position peaked at $3.46M in Q4 2024.
1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sulzberger Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.