TCI Wealth Advisors’s Apple AAPL Stock Holding History

TCI Wealth 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	$289K	Buy	+1,000	New	+$286K	0.01%	211
2021 Q2	–	Sell	-7,500	Closed	-$916K	–	2298
2021 Q1	$916K	Sell	7,500 -500	-6%	-$64.2K	0.39%	54
2020 Q4	$1.06M	Buy	8,000 +4,000	+100%	+$481K	0.47%	51
2020 Q3	$463K	Buy	+4,000	New	+$436K	0.18%	89
2020 Q2	–	Sell	-10,000	Closed	-$636K	–	1434
2020 Q1	$636K	Buy	+10,000	New	+$735K	0.31%	64
2019 Q2	–	Sell	-30,000	Closed	-$1.43M	–	1397
2019 Q1	$1.43M	Sell	30,000 -6,400	-18%	-$271K	0.63%	43
2018 Q4	$1.44M	Buy	36,400 +30,400	+507%	+$1.47M	0.7%	38
2018 Q3	$339K	Buy	+6,000	New	+$312K	0.14%	110

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

TCI Wealth Advisors's AAPL Position: Q2 2026 in Review

TCI Wealth Advisors reduced its Apple (AAPL) stake by 1.2% in Q2 2026, selling an estimated $434K and leaving 123,283 shares worth $35.7M. The position accounts for 1.54% of the portfolio, ranked #14.

TCI Wealth Advisors first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $43.3M in Q3 2020. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

TCI Wealth Advisors held 123,283 shares of Apple worth $35.7M as of Q2 2026.
TCI Wealth Advisors sold 1,519 Apple shares in Q2 2026, an estimated $434K.
Apple made up 1.54% of TCI Wealth Advisors's portfolio in Q2 2026, its #14 holding.
TCI Wealth Advisors first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
TCI Wealth Advisors's Apple position peaked at $43.3M in Q3 2020.
3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.