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W Advisors LLC’s Apple AAPL Stock Holding History

W Advisors LLC’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 		$12.2M Buy
42,042
+1,458
+4% +$417K 5.53% 2
2026
Q1 		$10.3M Buy
40,584
+628
+2% +$163K 5.28% 2
2025
Q4 		$10.9M Buy
39,956
+401
+1% +$108K 5.46% 2
2025
Q3 		$10.1M Buy
39,555
+561
+1% +$127K 5.3% 2
2025
Q2 		$8M Buy
38,994
+162
+0.4% +$32.7K 4.59% 2
2025
Q1 		$8.63M Buy
38,832
+337
+0.9% +$78.1K 5.4% 2
2024
Q4 		$9.64M Buy
38,495
+159
+0.4% +$37.5K 5.96% 2
2024
Q3 		$8.93M Buy
38,336
+185
+0.5% +$41.3K 5.5% 2
2024
Q2 		$8.04M Buy
38,151
+81
+0.2% +$15.1K 5.27% 3
2024
Q1 		$6.53M Buy
38,070
+299
+0.8% +$54.4K 4.48% 4
2023
Q4 		$7.27M Buy
37,771
+24
+0.1% +$4.43K 5.39% 3
2023
Q3 		$6.46M Buy
37,747
+371
+1% +$68K 5.31% 3
2023
Q2 		$7.25M Sell
37,376
-517
-1% -$90.1K 5.68% 2
2023
Q1 		$6.25M Buy
37,893
+16
+0% +$2.36K 5.16% 3
2022
Q4 		$4.92M Sell
37,877
-197
-0.5% -$28.2K 4.1% 4
2022
Q3 		$5.26M Hold
38,074
– – 4.9% 3
2022
Q2 		$5.21M Buy
38,074
+153
+0.4% +$23.2K 4.5% 5
2022
Q1 		$6.62M Buy
37,921
+124
+0.3% +$20.9K 5.01% 5
2021
Q4 		$6.71M Buy
+37,797
New +$5.97M 5% 4

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

W Advisors LLC's AAPL Position: Q2 2026 in Review

W Advisors LLC increased its Apple (AAPL) stake by 3.6% in Q2 2026, buying an estimated $417K and bringing the position to 42,042 shares worth $12.2M. The position accounts for 5.53% of the portfolio, ranked #2.

W Advisors LLC first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 3,087 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • W Advisors LLC held 42,042 shares of Apple worth $12.2M as of Q2 2026.
  • W Advisors LLC bought 1,458 Apple shares in Q2 2026, an estimated $417K.
  • Apple made up 5.53% of W Advisors LLC's portfolio in Q2 2026, its #2 holding.
  • W Advisors LLC first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 3,087 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.