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TradeWell Securities’s Apple AAPL Stock Holding History

TradeWell Securities’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 		$43.4M Sell
150,071
-3,276
-2% -$937K 15.5% 2
2026
Q1 		$39.1M Sell
153,347
-3,825
-2% -$995K 16.5% 2
2025
Q4 		$42.7M Sell
157,172
-3,606
-2% -$968K 16.63% 2
2025
Q3 		$41.1M Sell
160,778
-818
-0.5% -$185K 17.27% 2
2025
Q2 		$33.2M Buy
161,596
+2,713
+2% +$548K 15.86% 2
2025
Q1 		$35.3M Sell
158,883
-711
-0.4% -$165K 19.44% 2
2024
Q4 		$40M Buy
+159,594
New +$37.6M 20.7% 2

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

TradeWell Securities's AAPL Position: Q2 2026 in Review

TradeWell Securities reduced its Apple (AAPL) stake by 2.1% in Q2 2026, selling an estimated $937K and leaving 150,071 shares worth $43.4M. The position accounts for 15.5% of the portfolio, ranked #2.

TradeWell Securities first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 3,140 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • TradeWell Securities held 150,071 shares of Apple worth $43.4M as of Q2 2026.
  • TradeWell Securities sold 3,276 Apple shares in Q2 2026, an estimated $937K.
  • Apple made up 15.5% of TradeWell Securities's portfolio in Q2 2026, its #2 holding.
  • TradeWell Securities first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 3,140 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on TradeWell Securities's 13F filing for Q2 2026, filed 28 Jul 2026.