Twele Capital Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$740K Buy
2,558
+1
+0% +$286 0.12% 32
2026
Q1
$649K Buy
2,557
+1
+0% +$260 0.12% 32
2025
Q4
$695K Sell
2,556
-85
-3% -$22.8K 0.12% 32
2025
Q3
$672K Buy
2,641
+1
+0% +$226 0.12% 32
2025
Q2
$542K Sell
2,640
-199
-7% -$40.2K 0.11% 32
2025
Q1
$631K Buy
2,839
+2
+0.1% +$463 0.13% 29
2024
Q4
$711K Sell
2,837
-211
-7% -$49.7K 0.15% 29
2024
Q3
$710K Buy
3,048
+1,846
+154% +$412K 0.15% 29
2024
Q2
$253K Buy
+1,202
New +$224K 0.06% 38
2024
Q1
Sell
-1,200
Closed -$231K 38
2023
Q4
$231K Hold
1,200
0.04% 40
2023
Q3
$205K Hold
1,200
0.04% 41
2023
Q2
$233K Buy
+1,200
New +$209K 0.04% 39

Other funds holding AAPL

Twele Capital Management's AAPL Position: Q2 2026 in Review

Twele Capital Management increased its Apple (AAPL) stake by 0.04% in Q2 2026, buying an estimated $286 and bringing the position to 2,558 shares worth $740K. The position accounts for 0.12% of the portfolio, ranked #32.

Twele Capital Management first reported a position in AAPL in Q2 2023 and has held it in 12 quarters since. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Twele Capital Management held 2,558 shares of Apple worth $740K as of Q2 2026.
  • Twele Capital Management bought 1 Apple share in Q2 2026, an estimated $286.
  • Apple made up 0.12% of Twele Capital Management's portfolio in Q2 2026, its #32 holding.
  • Twele Capital Management first reported a position in Apple in Q2 2023 and has held it in 12 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Twele Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.