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Taylor Financial Group’s Apple AAPL Stock Holding History

Taylor Financial Group’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 		$5.54M Hold
19,153
– – 3.05% 4
2026
Q1 		$4.86M Sell
19,153
-175
-0.9% -$45.5K 2.95% 3
2025
Q4 		$5.25M Sell
19,328
-75
-0.4% -$20.1K 3.09% 3
2025
Q3 		$4.94M Hold
19,403
– – 2.84% 4
2025
Q2 		$3.98M Buy
19,403
+133
+0.7% +$26.9K 2.49% 6
2025
Q1 		$4.28M Buy
19,270
+567
+3% +$131K 2.98% 5
2024
Q4 		$4.68M Hold
18,703
– – 3.24% 4
2024
Q3 		$4.36M Hold
18,703
– – 3.01% 5
2024
Q2 		$3.94M Hold
18,703
– – 3.03% 4
2024
Q1 		$3.21M Sell
18,703
-305
-2% -$55.5K 2.44% 6
2023
Q4 		$3.66M Buy
+19,008
New +$3.51M 3.01% 4

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Taylor Financial Group's AAPL Position: Q2 2026 in Review

Taylor Financial Group held its Apple (AAPL) position steady in Q2 2026 at 19,153 shares worth $5.54M. The position accounts for 3.05% of the portfolio, ranked #4.

Taylor Financial Group first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 2,958 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Taylor Financial Group held 19,153 shares of Apple worth $5.54M as of Q2 2026.
  • Taylor Financial Group left its Apple share count unchanged in Q2 2026.
  • Apple made up 3.05% of Taylor Financial Group's portfolio in Q2 2026, its #4 holding.
  • Taylor Financial Group first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 2,958 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.