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Wealth Enhancement Trust Services’s Apple AAPL Stock Holding History

Wealth Enhancement Trust Services’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 		$30.9M Sell
106,634
-9,789
-8% -$2.8M 3.43% 3
2026
Q1 		$29.5M Buy
116,423
+5,615
+5% +$1.46M 3.58% 3
2025
Q4 		$30.1M Buy
+110,808
New +$29.7M 3.81% 3

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wealth Enhancement Trust Services's AAPL Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Apple (AAPL) stake by 8.4% in Q2 2026, selling an estimated $2.8M and leaving 106,634 shares worth $30.9M. The position accounts for 3.43% of the portfolio, ranked #3.

Wealth Enhancement Trust Services first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 4,979 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wealth Enhancement Trust Services held 106,634 shares of Apple worth $30.9M as of Q2 2026.
  • Wealth Enhancement Trust Services sold 9,789 Apple shares in Q2 2026, an estimated $2.8M.
  • Apple made up 3.43% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #3 holding.
  • Wealth Enhancement Trust Services first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • 4,979 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.