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Warren Street Wealth Advisors’s Apple AAPL Stock Holding History

Warren Street Wealth Advisors’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 		$5.1M Sell
17,615
-987
-5% -$282K 1.14% 24
2026
Q1 		$4.72M Buy
18,602
+785
+4% +$204K 1.2% 24
2025
Q4 		$4.84M Sell
17,817
-3,790
-18% -$1.02M 1.39% 19
2025
Q3 		$5.5M Buy
21,607
+1,432
+7% +$323K 1.64% 15
2025
Q2 		$4.14M Sell
20,175
-714
-3% -$144K 1.36% 18
2025
Q1 		$4.64M Buy
20,889
+1,513
+8% +$351K 1.8% 13
2024
Q4 		$4.85M Buy
19,376
+973
+5% +$229K 1.99% 11
2024
Q3 		$4.29M Buy
18,403
+1,315
+8% +$294K 1.77% 13
2024
Q2 		$3.6M Sell
17,088
-46
-0.3% -$8.58K 1.79% 12
2024
Q1 		$2.94M Buy
17,134
+469
+3% +$85.3K 1.45% 16
2023
Q4 		$3.21M Buy
16,665
+1,557
+10% +$287K 1.82% 12
2023
Q3 		$2.59M Buy
15,108
+978
+7% +$179K 1.71% 13
2023
Q2 		$2.74M Buy
14,130
+1,420
+11% +$247K 1.81% 13
2023
Q1 		$2.1M Buy
12,710
+4,237
+50% +$625K 1.49% 14
2022
Q4 		$1.1M Sell
8,473
-5,153
-38% -$736K 0.88% 16
2022
Q3 		$1.88M Buy
13,626
+2,943
+28% +$462K 1.9% 14
2022
Q2 		$1.46M Buy
10,683
+3,584
+50% +$543K 1.41% 15
2022
Q1 		$1.24M Buy
7,099
+2,340
+49% +$394K 1.08% 16
2021
Q4 		$845K Buy
+4,759
New +$752K 0.78% 23

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Warren Street Wealth Advisors's AAPL Position: Q2 2026 in Review

Warren Street Wealth Advisors reduced its Apple (AAPL) stake by 5.3% in Q2 2026, selling an estimated $282K and leaving 17,615 shares worth $5.1M. The position accounts for 1.14% of the portfolio, ranked #24.

Warren Street Wealth Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.5M in Q3 2025. 2,800 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Warren Street Wealth Advisors held 17,615 shares of Apple worth $5.1M as of Q2 2026.
  • Warren Street Wealth Advisors sold 987 Apple shares in Q2 2026, an estimated $282K.
  • Apple made up 1.14% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • Warren Street Wealth Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Warren Street Wealth Advisors's Apple position peaked at $5.5M in Q3 2025.
  • 2,800 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.