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Waterfront Wealth’s Apple AAPL Stock Holding History

Waterfront Wealth’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 		$17M Buy
53,949
+2,682
+5% +$767K 2.64% 1
2026
Q1 		$13M Buy
51,267
+1,127
+2% +$293K 2.39% 2
2025
Q4 		$12.7M Sell
50,140
-485
-1% -$130K 2.41% 3
2025
Q3 		$13M Buy
50,625
+115
+0.2% +$26K 2.67% 2
2025
Q2 		$10.4M Buy
50,510
+8
+0% +$1.62K 2.32% 3
2025
Q1 		$11.2M Buy
50,502
+793
+2% +$184K 2.74% 2
2024
Q4 		$12.4M Buy
49,709
+463
+0.9% +$109K 3.03% 2
2024
Q3 		$11.5M Buy
49,246
+1,214
+3% +$271K 2.82% 2
2024
Q2 		$10.1M Buy
48,032
+8,046
+20% +$1.5M 2.74% 2
2024
Q1 		$6.79M Sell
39,986
-5,496
-12% -$999K 1.9% 5
2023
Q4 		$8.76M Sell
45,482
-132
-0.3% -$24.4K 2.58% 3
2023
Q3 		$7.9M Sell
45,614
-905
-2% -$166K 2.59% 4
2023
Q2 		$9.02M Buy
46,519
+218
+0.5% +$38K 2.68% 2
2023
Q1 		$7.64M Sell
46,301
-2,959
-6% -$437K 2.49% 4
2022
Q4 		$7.19M Buy
49,260
+199
+0.4% +$28.4K 2.47% 4
2022
Q3 		$7.25M Buy
49,061
+1,104
+2% +$173K 2.76% 3
2022
Q2 		$6.56M Buy
47,957
+4,265
+10% +$646K 2.65% 4
2022
Q1 		$7.44M Buy
43,692
+1,754
+4% +$295K 2.63% 5
2021
Q4 		$7.45M Sell
41,938
-398
-0.9% -$62.9K 2.95% 5
2021
Q3 		$5.99M Buy
42,336
+315
+0.7% +$46.4K 2.89% 5
2021
Q2 		$5.75M Buy
42,021
+79
+0.2% +$10.2K 2.72% 6
2021
Q1 		$5.16M Sell
41,942
-94
-0.2% -$12.1K 2.6% 7
2020
Q4 		$5.58M Buy
+42,036
New +$5.06M 3.95% 5

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
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
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

Waterfront Wealth's AAPL Position: Q2 2026 in Review

Waterfront Wealth increased its Apple (AAPL) stake by 5.2% in Q2 2026, buying an estimated $767K and bringing the position to 53,949 shares worth $17M. The position accounts for 2.64% of the portfolio, ranked #1.

Waterfront Wealth first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 2,936 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Waterfront Wealth held 53,949 shares of Apple worth $17M as of Q2 2026.
  • Waterfront Wealth bought 2,682 Apple shares in Q2 2026, an estimated $767K.
  • Apple made up 2.64% of Waterfront Wealth's portfolio in Q2 2026, its #1 holding.
  • Waterfront Wealth first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 2,936 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.