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Taylor & Morgan Wealth Management’s Apple AAPL Stock Holding History

Taylor & Morgan Wealth Management’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 		$7.31M Sell
25,252
-360
-1% -$103K 3.6% 5
2026
Q1 		$6.5M Sell
25,612
-1,052
-4% -$274K 3.71% 5
2025
Q4 		$7.25M Sell
26,664
-762
-3% -$205K 4.06% 5
2025
Q3 		$6.98M Buy
27,426
+24
+0.1% +$5.42K 4.29% 5
2025
Q2 		$5.62M Sell
27,402
-344
-1% -$69.5K 3.79% 6
2025
Q1 		$6.16M Sell
27,746
-478
-2% -$111K 4.65% 5
2024
Q4 		$7.07M Sell
28,224
-2,368
-8% -$558K 4.97% 5
2024
Q3 		$7.13M Sell
30,592
-907
-3% -$203K 4.78% 5
2024
Q2 		$6.63M Sell
31,499
-185
-0.6% -$34.5K 4.69% 5
2024
Q1 		$5.43M Sell
31,684
-1,138
-3% -$207K 3.99% 8
2023
Q4 		$6.32M Buy
32,822
+63
+0.2% +$11.6K 5.03% 6
2023
Q3 		$5.61M Buy
32,759
+678
+2% +$124K 5.05% 7
2023
Q2 		$6.22M Sell
32,081
-769
-2% -$134K 5.11% 6
2023
Q1 		$5.42M Buy
32,850
+258
+0.8% +$38.1K 4.71% 6
2022
Q4 		$4.23M Buy
32,592
+399
+1% +$57K 3.99% 7
2022
Q3 		$4.45M Sell
32,193
-461
-1% -$72.4K 4.43% 6
2022
Q2 		$4.46M Buy
32,654
+1,780
+6% +$270K 4.23% 6
2022
Q1 		$5.39M Buy
30,874
+835
+3% +$140K 4.41% 6
2021
Q4 		$5.33M Buy
+30,039
New +$4.75M 4.32% 6

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 & Morgan Wealth Management's AAPL Position: Q2 2026 in Review

Taylor & Morgan Wealth Management reduced its Apple (AAPL) stake by 1.4% in Q2 2026, selling an estimated $103K and leaving 25,252 shares worth $7.31M. The position accounts for 3.6% of the portfolio, ranked #5.

Taylor & Morgan Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 2,936 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Taylor & Morgan Wealth Management held 25,252 shares of Apple worth $7.31M as of Q2 2026.
  • Taylor & Morgan Wealth Management sold 360 Apple shares in Q2 2026, an estimated $103K.
  • Apple made up 3.6% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Taylor & Morgan Wealth Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 2,936 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.