Toth Financial Advisory’s Apple AAPL Stock Holding History

Toth Financial Advisory’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	$26.1M	Buy	90,357 +3,880	+4%	+$1.11M	2.55%	2
2026 Q1	$21.9M	Buy	86,477 +1,398	+2%	+$364K	2.41%	2
2025 Q4	$23.1M	Sell	85,079 -1,154	-1%	-$310K	2.51%	3
2025 Q3	$22M	Buy	86,233 +383	+0.4%	+$86.5K	2.37%	2
2025 Q2	$17.6M	Sell	85,850 -3,309	-4%	-$668K	2.05%	6
2025 Q1	$19.8M	Sell	89,159 -3,040	-3%	-$704K	2.38%	3
2024 Q4	$23.1M	Sell	92,199 -1,025	-1%	-$242K	2.72%	3
2024 Q3	$21.7M	Sell	93,224 -797	-0.8%	-$178K	2.56%	3
2024 Q2	$19.8M	Buy	94,021 +911	+1%	+$170K	2.52%	4
2024 Q1	$16M	Sell	93,110 -116	-0.1%	-$21.1K	2%	7
2023 Q4	$17.9M	Sell	93,226 -1,605	-2%	-$296K	2.43%	3
2023 Q3	$16.2M	Sell	94,831 -3,021	-3%	-$554K	2.47%	2
2023 Q2	$19M	Sell	97,852 -3,326	-3%	-$580K	2.75%	2
2023 Q1	$16.7M	Buy	101,178 +6,183	+7%	+$912K	2.6%	2
2022 Q4	$12.3M	Sell	94,995 -1,026	-1%	-$147K	2%	7
2022 Q3	$13.3M	Buy	96,021 +328	+0.3%	+$51.5K	2.4%	2
2022 Q2	$13.1M	Sell	95,693 -107	-0.1%	-$16.2K	2.28%	3
2022 Q1	$16.7M	Sell	95,800 -2,036	-2%	-$342K	2.5%	3
2021 Q4	$17.4M	Sell	97,836 -1,503	-2%	-$238K	2.37%	4
2021 Q3	$14.1M	Sell	99,339 -240	-0.2%	-$35.3K	2.14%	7
2021 Q2	$13.6M	Sell	99,579 -548	-0.5%	-$71K	2.08%	7
2021 Q1	$12.2M	Sell	100,127 -10,407	-9%	-$1.34M	1.95%	9
2020 Q4	$14.7M	Sell	110,534 -582	-0.5%	-$70K	2.51%	5
2020 Q3	$12.9M	Sell	111,116 -9,800	-8%	-$1.07M	2.47%	6
2020 Q2	$11M	Buy	120,916 +8,692	+8%	+$674K	2.39%	6
2020 Q1	$7.13M	Buy	112,224 +10,540	+10%	+$775K	2.06%	10
2019 Q4	$7.46M	Buy	101,684 +5,352	+6%	+$344K	1.51%	18
2019 Q3	$5.39M	Buy	96,332 +11,072	+13%	+$579K	1.18%	34
2019 Q2	$4.22M	Buy	85,260 +6,316	+8%	+$308K	0.94%	41
2019 Q1	$3.75M	Buy	78,944 +3,244	+4%	+$138K	0.88%	46
2018 Q4	$2.98M	Buy	75,700 +1,720	+2%	+$83.4K	0.82%	52
2018 Q3	$4.17M	Sell	73,980 -7,000	-9%	-$365K	0.93%	42
2018 Q2	$3.75M	Sell	80,980 -1,256	-2%	-$57K	0.88%	45
2018 Q1	$3.45M	Sell	82,236 -2,848	-3%	-$123K	0.84%	46
2017 Q4	$3.6M	Buy	85,084 +224	+0.3%	+$9.36K	0.85%	47
2017 Q3	$3.27M	Buy	84,860 +648	+0.8%	+$25.1K	0.83%	50
2017 Q2	$3.03M	Buy	84,212 +9,468	+13%	+$350K	0.79%	54
2017 Q1	$2.68M	Buy	74,744 +9,216	+14%	+$303K	0.71%	54
2016 Q4	$1.9M	Buy	65,528 +13,284	+25%	+$377K	0.55%	63
2016 Q3	$1.48M	Buy	52,244 +13,772	+36%	+$365K	0.43%	69
2016 Q2	$919K	Buy	38,472 +1,328	+4%	+$33K	0.28%	76
2016 Q1	$1.01M	Buy	37,144 +1,256	+3%	+$31.3K	0.33%	69
2015 Q4	$944K	Buy	35,888 +20,660	+136%	+$590K	0.31%	68
2015 Q3	$420K	Buy	15,228 +4,452	+41%	+$131K	0.15%	93
2015 Q2	$338K	Sell	10,776 -560	-5%	-$17.9K	0.11%	110
2015 Q1	$353K	Buy	11,336 +1,512	+15%	+$45.7K	0.12%	105
2014 Q4	$271K	Buy	9,824 +1,264	+15%	+$34.4K	0.09%	105
2014 Q3	$216K	Buy	+8,560	New	+$210K	0.08%	105
2013 Q4	–	Sell	-11,984	Closed	-$204K	–	107
2013 Q3	$204K	Sell	11,984 -5,572	-32%	-$92.4K	0.1%	100
2013 Q2	$249K	Buy	+17,556	New	+$270K	0.12%	95

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Toth Financial Advisory's AAPL Position: Q2 2026 in Review

Toth Financial Advisory increased its Apple (AAPL) stake by 4.5% in Q2 2026, buying an estimated $1.11M and bringing the position to 90,357 shares worth $26.1M. The position accounts for 2.55% of the portfolio, ranked #2.

Toth Financial Advisory first reported a position in AAPL in Q2 2013 and has held it in 50 quarters since. 1,344 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Toth Financial Advisory held 90,357 shares of Apple worth $26.1M as of Q2 2026.
Toth Financial Advisory bought 3,880 Apple shares in Q2 2026, an estimated $1.11M.
Apple made up 2.55% of Toth Financial Advisory's portfolio in Q2 2026, its #2 holding.
Toth Financial Advisory first reported a position in Apple in Q2 2013 and has held it in 50 quarters since.
1,344 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.