Tumwater Wealth Management’s Apple AAPL Stock Holding History

Tumwater 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	$1.4M	Buy	4,827 +487	+11%	+$139K	0.51%	12
2026 Q1	$1.1M	Sell	4,340 -52	-1%	-$13.5K	0.44%	11
2025 Q4	$1.19M	Sell	4,392 -298	-6%	-$80K	0.49%	11
2025 Q3	$1.19M	Sell	4,690 -50	-1%	-$11.3K	0.53%	11
2025 Q2	$972K	Sell	4,740 -400	-8%	-$80.8K	0.45%	11
2025 Q1	$1.14M	Buy	5,140 +1	+0%	+$232	0.6%	10
2024 Q4	$1.29M	Buy	+5,139	New	+$1.21M	0.67%	10

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

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

Tumwater Wealth Management increased its Apple (AAPL) stake by 11% in Q2 2026, buying an estimated $139K and bringing the position to 4,827 shares worth $1.4M. The position accounts for 0.51% of the portfolio, ranked #12.

Tumwater Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Tumwater Wealth Management held 4,827 shares of Apple worth $1.4M as of Q2 2026.
Tumwater Wealth Management bought 487 Apple shares in Q2 2026, an estimated $139K.
Apple made up 0.51% of Tumwater Wealth Management's portfolio in Q2 2026, its #12 holding.
Tumwater Wealth Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Tumwater Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.