RAFFA WEALTH MANAGEMENT, LLC’s Apple AAPL Stock Holding History

RAFFA WEALTH MANAGEMENT, 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	$3.68M	Buy	12,732 +1,181	+10%	+$338K	0.46%	31
2026 Q1	$2.93M	Buy	11,551 +101	+0.9%	+$26.3K	0.46%	30
2025 Q4	$3.11M	Sell	11,450 -105	-0.9%	-$28.2K	0.48%	30
2025 Q3	$2.94M	Sell	11,555 -616	-5%	-$139K	0.53%	30
2025 Q2	$2.5M	Buy	12,171 +447	+4%	+$90.3K	0.5%	35
2025 Q1	$2.6M	Sell	11,724 -21	-0.2%	-$4.87K	0.59%	31
2024 Q4	$2.94M	Buy	11,745 +30	+0.3%	+$7.07K	0.68%	25
2024 Q3	$2.73M	Sell	11,715 -224	-2%	-$50K	0.66%	27
2024 Q2	$2.51M	Buy	11,939 +167	+1%	+$31.1K	0.71%	28
2024 Q1	$2.02M	Sell	11,772 -124	-1%	-$22.5K	0.6%	31
2023 Q4	$2.29M	Sell	11,896 -635	-5%	-$117K	0.7%	26
2023 Q3	$2.15M	Sell	12,531 -33	-0.3%	-$6.05K	0.73%	23
2023 Q2	$2.44M	Sell	12,564 -2,033	-14%	-$354K	0.83%	22
2023 Q1	$2.41M	Buy	14,597 +631	+5%	+$93.1K	0.88%	22
2022 Q4	$1.81M	Sell	13,966 -1,680	-11%	-$240K	0.74%	23
2022 Q3	$2.16M	Sell	15,646 -17	-0.1%	-$2.67K	0.96%	19
2022 Q2	$2.14M	Buy	15,663 +26	+0.2%	+$3.94K	0.98%	16
2022 Q1	$2.73M	Sell	15,637 -272	-2%	-$45.7K	1.02%	10
2021 Q4	$2.82M	Sell	15,909 -339	-2%	-$53.6K	0.92%	15
2021 Q3	$2.3M	Buy	16,248 +2	+0%	+$294	0.8%	16
2021 Q2	$2.23M	Sell	16,246 -1,401	-8%	-$182K	0.77%	16
2021 Q1	$2.16M	Sell	17,647 -55	-0.3%	-$7.06K	0.76%	15
2020 Q4	$2.35M	Sell	17,702 -40	-0.2%	-$4.81K	0.83%	14
2020 Q3	$2.05M	Sell	17,742 -1,386	-7%	-$151K	0.77%	14
2020 Q2	$1.74M	Sell	19,128 -28	-0.1%	-$2.17K	0.67%	14
2020 Q1	$1.22M	Sell	19,156 -6,292	-25%	-$463K	0.45%	15
2019 Q4	$1.87M	Sell	25,448 -8	-0%	-$515	0.65%	12
2019 Q3	$1.43M	Buy	+25,456	New	+$1.33M	0.51%	16
2019 Q2	–	Sell	-29,092	Closed	-$1.38M	–	733
2019 Q1	$1.38M	Buy	29,092 +868	+3%	+$36.8K	0.56%	12
2018 Q4	$1.11M	Sell	28,224 -7,212	-20%	-$350K	0.42%	23
2018 Q3	$2M	Buy	35,436 +5,520	+18%	+$287K	0.71%	16
2018 Q2	$1.38M	Sell	29,916 -9,000	-23%	-$408K	0.52%	21
2018 Q1	$1.63M	Sell	38,916 -1,024	-3%	-$44.1K	0.6%	20
2017 Q4	$1.69M	Sell	39,940 -1,416	-3%	-$59.2K	0.65%	16
2017 Q3	$1.59M	Sell	41,356 -1,200	-3%	-$46.6K	0.65%	17
2017 Q2	$1.53M	Hold	42,556	–	–	0.66%	18
2017 Q1	$1.53M	Buy	42,556 +1,512	+4%	+$49.8K	0.74%	12
2016 Q4	$1.19M	Buy	41,044 +2,100	+5%	+$59.5K	0.62%	12
2016 Q3	$1.1M	Sell	38,944 -4,676	-11%	-$124K	0.59%	12
2016 Q2	$1.04M	Sell	43,620 -12	-0%	-$298	0.58%	12
2016 Q1	$1.19M	Buy	43,632 +800	+2%	+$19.9K	0.68%	12
2015 Q4	$1.13M	Buy	42,832 +800	+2%	+$22.9K	0.67%	12
2015 Q3	$1.16M	Buy	42,032 +1,228	+3%	+$36K	0.69%	12
2015 Q2	$1.28M	Buy	40,804 +400	+1%	+$12.8K	0.76%	11
2015 Q1	$1.26M	Sell	40,404 -6,496	-14%	-$196K	0.74%	11
2014 Q4	$1.29M	Buy	46,900 +2,200	+5%	+$59.9K	0.78%	12
2014 Q3	$1.13M	Buy	44,700 +376	+0.8%	+$9.23K	0.85%	12
2014 Q2	$1.03M	Buy	44,324 +1,512	+4%	+$32.2K	0.79%	12
2014 Q1	$821K	Sell	42,812 -285,488	-87%	-$5.43M	0.67%	12
2013 Q4	$1.29M	Buy	+328,300	New	+$6.2M	0.78%	12

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

RAFFA WEALTH MANAGEMENT, LLC's AAPL Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Apple (AAPL) stake by 10% in Q2 2026, buying an estimated $338K and bringing the position to 12,732 shares worth $3.68M. The position accounts for 0.46% of the portfolio, ranked #31.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in AAPL in Q4 2013 and has held it in 50 quarters since. 2,424 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 12,732 shares of Apple worth $3.68M as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 1,181 Apple shares in Q2 2026, an estimated $338K.
Apple made up 0.46% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #31 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Apple in Q4 2013 and has held it in 50 quarters since.
2,424 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.