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TLW Wealth Management’s Apple AAPL Stock Holding History

TLW 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 		$13.9M Sell
47,895
-1,161
-2% -$332K 7.84% 5
2026
Q1 		$12.4M Buy
49,056
+254
+0.5% +$66.1K 7.29% 7
2025
Q4 		$13.3M Sell
48,802
-1,671
-3% -$449K 7.65% 6
2025
Q3 		$12.9M Sell
50,473
-3,516
-7% -$794K 7.35% 6
2025
Q2 		$11.1M Sell
53,989
-2,182
-4% -$441K 6.17% 9
2025
Q1 		$12.5M Buy
56,171
+627
+1% +$145K 7.49% 8
2024
Q4 		$13.9M Sell
55,544
-401
-0.7% -$94.5K 8.29% 5
2024
Q3 		$13M Sell
55,945
-69
-0.1% -$15.4K 7.74% 6
2024
Q2 		$11.8M Sell
56,014
-485
-0.9% -$90.4K 7.35% 7
2024
Q1 		$9.69M Buy
56,499
+60
+0.1% +$10.9K 6.17% 10
2023
Q4 		$10.9M Sell
56,439
-3,023
-5% -$558K 7.74% 5
2023
Q3 		$10.2M Sell
59,462
-95
-0.2% -$17.4K 7.74% 6
2023
Q2 		$11.6M Sell
59,557
-11,884
-17% -$2.07M 8.33% 5
2023
Q1 		$11.8M Sell
71,441
-631
-0.9% -$93.1K 8.89% 4
2022
Q4 		$9.36M Sell
72,072
-544
-0.7% -$77.7K 7.58% 5
2022
Q3 		$10M Sell
72,616
-9,847
-12% -$1.55M 8.75% 3
2022
Q2 		$11.3M Sell
82,463
-2,902
-3% -$439K 8.8% 4
2022
Q1 		$14.9M Buy
85,365
+45
+0.1% +$7.57K 8.74% 4
2021
Q4 		$15.2M Buy
85,320
+14
+0% +$2.21K 8.08% 4
2021
Q3 		$12.1M Sell
85,306
-167
-0.2% -$24.6K 6.6% 8
2021
Q2 		$11.7M Buy
85,473
+400
+0.5% +$51.8K 6.5% 8
2021
Q1 		$10.4M Sell
85,073
-1,511
-2% -$194K 6.31% 8
2020
Q4 		$11.5M Sell
86,584
-589
-0.7% -$70.8K 7.42% 4
2020
Q3 		$10.1M Sell
87,173
-21,415
-20% -$2.34M 7.51% 3
2020
Q2 		$9.9M Buy
108,588
+364
+0.3% +$28.2K 8.55% 1
2020
Q1 		$6.88M Sell
108,224
-1,148
-1% -$84.4K 7.53% 3
2019
Q4 		$8.03M Sell
109,372
-904
-0.8% -$58.2K 6.97% 2
2019
Q3 		$6.17M Buy
110,276
+1,676
+2% +$87.6K 5.79% 6
2019
Q2 		$5.37M Sell
108,600
-23,684
-18% -$1.15M 5.23% 10
2019
Q1 		$6.28M Buy
132,284
+122,804
+1,295% +$5.21M 6.7% 1
2018
Q4 		$374K Buy
+9,480
New +$460K 0.39% 13

Other funds holding AAPL

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

TLW Wealth Management's AAPL Position: Q2 2026 in Review

TLW Wealth Management reduced its Apple (AAPL) stake by 2.4% in Q2 2026, selling an estimated $332K and leaving 47,895 shares worth $13.9M. The position accounts for 7.84% of the portfolio, ranked #5.

TLW Wealth Management first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. The position peaked at $15.2M in Q4 2021. 2,778 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • TLW Wealth Management held 47,895 shares of Apple worth $13.9M as of Q2 2026.
  • TLW Wealth Management sold 1,161 Apple shares in Q2 2026, an estimated $332K.
  • Apple made up 7.84% of TLW Wealth Management's portfolio in Q2 2026, its #5 holding.
  • TLW Wealth Management first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
  • TLW Wealth Management's Apple position peaked at $15.2M in Q4 2021.
  • 2,778 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on TLW Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.