Symphony Financial Services’s Apple AAPL Stock Holding History

Symphony Financial Services’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	$8.07M	Sell	27,881 -218	-0.8%	-$62.4K	3.62%	7
2026 Q1	$7.13M	Sell	28,099 -919	-3%	-$239K	3.66%	8
2025 Q4	$7.89M	Sell	29,018 -374	-1%	-$100K	4.04%	7
2025 Q3	$7.48M	Sell	29,392 -402	-1%	-$90.8K	4.03%	8
2025 Q2	$6.11M	Sell	29,794 -2,056	-6%	-$415K	3.65%	9
2025 Q1	$7.07M	Buy	31,850 +397	+1%	+$92K	4.62%	7
2024 Q4	$7.89M	Sell	31,453 -1,612	-5%	-$380K	6.34%	4
2024 Q3	$7.43M	Buy	33,065 +1,156	+4%	+$258K	6.32%	5
2024 Q2	$7.54M	Buy	+31,909	New	+$5.95M	6.48%	4

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Symphony Financial Services's AAPL Position: Q2 2026 in Review

Symphony Financial Services reduced its Apple (AAPL) stake by 0.78% in Q2 2026, selling an estimated $62.4K and leaving 27,881 shares worth $8.07M. The position accounts for 3.62% of the portfolio, ranked #7.

Symphony Financial Services first reported a position in AAPL in Q2 2024 and has held it in 9 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Symphony Financial Services held 27,881 shares of Apple worth $8.07M as of Q2 2026.
Symphony Financial Services sold 218 Apple shares in Q2 2026, an estimated $62.4K.
Apple made up 3.62% of Symphony Financial Services's portfolio in Q2 2026, its #7 holding.
Symphony Financial Services first reported a position in Apple in Q2 2024 and has held it in 9 quarters since.
3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.