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Urban Wealth Management’s Apple AAPL Stock Holding History

Urban 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 		$14M Sell
48,438
-5,945
-11% -$1.7M 12.22% 1
2026
Q1 		$13.8M Buy
54,383
+1,568
+3% +$408K 14.13% 1
2025
Q4 		$14.4M Buy
+52,815
New +$14.2M 13.35% 1
2020
Q4 		$3.79M Buy
+28,593
New +$3.44M 3.15% 6

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Urban Wealth Management reduced its Apple (AAPL) stake by 11% in Q2 2026, selling an estimated $1.7M and leaving 48,438 shares worth $14M. The position accounts for 12.22% of the portfolio, ranked #1.

Urban Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 4 quarters since. The position peaked at $14.4M in Q4 2025. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Urban Wealth Management held 48,438 shares of Apple worth $14M as of Q2 2026.
  • Urban Wealth Management sold 5,945 Apple shares in Q2 2026, an estimated $1.7M.
  • Apple made up 12.22% of Urban Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Urban Wealth Management first reported a position in Apple in Q4 2020 and has held it in 4 quarters since.
  • Urban Wealth Management's Apple position peaked at $14.4M in Q4 2025.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.