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TLWM Financial’s Apple AAPL Stock Holding History

TLWM Financial’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 		$4.47M Buy
15,462
+413
+3% +$118K 0.73% 11
2026
Q1 		$3.82M Buy
15,049
+600
+4% +$156K 0.69% 11
2025
Q4 		$3.93M Buy
14,449
+472
+3% +$127K 0.72% 12
2025
Q3 		$3.56M Buy
13,977
+526
+4% +$119K 0.64% 13
2025
Q2 		$2.76M Buy
13,451
+29
+0.2% +$5.86K 0.52% 16
2025
Q1 		$2.98M Buy
13,422
+444
+3% +$103K 0.6% 14
2024
Q4 		$3.25M Buy
12,978
+310
+2% +$73.1K 0.64% 15
2024
Q3 		$2.95M Sell
12,668
-3,421
-21% -$764K 0.6% 13
2024
Q2 		$3.39M Buy
16,089
+381
+2% +$71.1K 0.73% 13
2024
Q1 		$2.69M Buy
15,708
+2,083
+15% +$379K 0.6% 13
2023
Q4 		$2.62M Buy
13,625
+40
+0.3% +$7.39K 0.62% 13
2023
Q3 		$2.33M Buy
13,585
+246
+2% +$45.1K 0.62% 16
2023
Q2 		$2.59M Buy
13,339
+85
+0.6% +$14.8K 0.75% 14
2023
Q1 		$2.19M Sell
13,254
-1,868
-12% -$276K 0.69% 14
2022
Q4 		$1.96M Buy
15,122
+195
+1% +$27.9K 0.71% 15
2022
Q3 		$1.32M Buy
14,927
+3,125
+26% +$490K 0.58% 18
2022
Q2 		$1.61M Sell
11,802
-78
-0.7% -$11.8K 0.62% 13
2022
Q1 		$2.07M Buy
11,880
+234
+2% +$39.4K 0.72% 15
2021
Q4 		$2.07M Sell
11,646
-813
-7% -$128K 0.69% 16
2021
Q3 		$1.76M Buy
12,459
+411
+3% +$60.5K 0.67% 14
2021
Q2 		$1.65M Buy
12,048
+96
+0.8% +$12.4K 0.59% 17
2021
Q1 		$1.46M Buy
11,952
+406
+4% +$52.1K 0.55% 17
2020
Q4 		$1.53M Buy
11,546
+283
+3% +$34K 0.61% 16
2020
Q3 		$1.23M Sell
11,263
-1,349
-11% -$147K 0.58% 15
2020
Q2 		$1.15M Sell
12,612
-48
-0.4% -$3.72K 0.68% 14
2020
Q1 		$809K Buy
12,660
+280
+2% +$20.6K 0.48% 16
2019
Q4 		$910K Sell
12,380
-5,720
-32% -$368K 0.44% 16
2019
Q3 		$1.01M Sell
18,100
-412
-2% -$21.5K 0.52% 14
2019
Q2 		$921K Sell
18,512
-848
-4% -$41.3K 0.53% 14
2019
Q1 		$916K Sell
19,360
-792
-4% -$33.6K 0.51% 14
2018
Q4 		$776K Buy
20,152
+3,836
+24% +$186K 0.47% 17
2018
Q3 		$923K Sell
16,316
-4,620
-22% -$241K 0.54% 15
2018
Q2 		$968K Sell
20,936
-112
-0.5% -$5.08K 0.6% 15
2018
Q1 		$886K Sell
21,048
-8,656
-29% -$373K 0.59% 14
2017
Q4 		$1.26M Buy
+29,704
New +$1.24M 0.98% 9

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

TLWM Financial's AAPL Position: Q2 2026 in Review

TLWM Financial increased its Apple (AAPL) stake by 2.7% in Q2 2026, buying an estimated $118K and bringing the position to 15,462 shares worth $4.47M. The position accounts for 0.73% of the portfolio, ranked #11.

TLWM Financial first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • TLWM Financial held 15,462 shares of Apple worth $4.47M as of Q2 2026.
  • TLWM Financial bought 413 Apple shares in Q2 2026, an estimated $118K.
  • Apple made up 0.73% of TLWM Financial's portfolio in Q2 2026, its #11 holding.
  • TLWM Financial first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on TLWM Financial's 13F filing for Q2 2026, filed 7 Jul 2026.