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Vision Financial Markets’s Apple AAPL Stock Holding History

Vision Financial Markets’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 		$8.55M Sell
29,342
-53
-0.2% -$15.2K 7.42% 4
2026
Q1 		$7.46M Sell
29,395
-1,365
-4% -$355K 7.28% 3
2025
Q4 		$8.36M Sell
30,760
-700
-2% -$188K 8.53% 3
2025
Q3 		$8.01M Sell
31,460
-352
-1% -$79.5K 6.84% 4
2025
Q2 		$6.53M Buy
31,812
+99
+0.3% +$20K 6.15% 4
2025
Q1 		$7.04M Buy
31,713
+653
+2% +$151K 7.67% 4
2024
Q4 		$7.78M Buy
+31,060
New +$7.32M 8.34% 3

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Vision Financial Markets's AAPL Position: Q2 2026 in Review

Vision Financial Markets reduced its Apple (AAPL) stake by 0.18% in Q2 2026, selling an estimated $15.2K and leaving 29,342 shares worth $8.55M. The position accounts for 7.42% of the portfolio, ranked #4.

Vision Financial Markets first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 2,598 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Vision Financial Markets held 29,342 shares of Apple worth $8.55M as of Q2 2026.
  • Vision Financial Markets sold 53 Apple shares in Q2 2026, an estimated $15.2K.
  • Apple made up 7.42% of Vision Financial Markets's portfolio in Q2 2026, its #4 holding.
  • Vision Financial Markets first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 2,598 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.