Waterway Wealth Management’s Apple AAPL Stock Holding History

Waterway Wealth Management’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	$6.58M	Sell	22,734 -165	-0.7%	-$47.2K	1.34%	18
2026 Q1	$5.81M	Buy	22,899 +4,841	+27%	+$1.26M	1.28%	17
2025 Q4	$4.91M	Buy	18,058 +1,471	+9%	+$395K	1.11%	19
2025 Q3	$4.22M	Buy	16,587 +855	+5%	+$193K	1.01%	17
2025 Q2	$3.23M	Buy	15,732 +4,029	+34%	+$814K	0.98%	16
2025 Q1	$2.6M	Buy	11,703 +453	+4%	+$105K	1.08%	13
2024 Q4	$2.82M	Sell	11,250 -1,395	-11%	-$329K	1.24%	13
2024 Q3	$2.95M	Sell	12,645 -1,175	-9%	-$262K	1.27%	13
2024 Q2	$2.91M	Buy	13,820 +6,057	+78%	+$1.13M	1.43%	12
2024 Q1	$1.33M	Sell	7,763 -3,204	-29%	-$583K	0.59%	17
2023 Q4	$2.11M	Buy	+10,967	New	+$2.02M	0.88%	13

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Waterway Wealth Management's AAPL Position: Q2 2026 in Review

Waterway Wealth Management reduced its Apple (AAPL) stake by 0.72% in Q2 2026, selling an estimated $47.2K and leaving 22,734 shares worth $6.58M. The position accounts for 1.34% of the portfolio, ranked #18.

Waterway Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 1,520 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Waterway Wealth Management held 22,734 shares of Apple worth $6.58M as of Q2 2026.
Waterway Wealth Management sold 165 Apple shares in Q2 2026, an estimated $47.2K.
Apple made up 1.34% of Waterway Wealth Management's portfolio in Q2 2026, its #18 holding.
Waterway Wealth Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
1,520 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Waterway Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.