Websterrogers Financial Advisors’s Apple AAPL Stock Holding History

Websterrogers Financial 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	$1.45M	Sell	5,016 -379	-7%	-$108K	0.37%	40
2026 Q1	$1.37M	Sell	5,395 -39	-0.7%	-$10.2K	0.39%	39
2025 Q4	$1.48M	Sell	5,434 -592	-10%	-$159K	0.43%	37
2025 Q3	$1.53M	Sell	6,026 -167	-3%	-$37.7K	0.46%	36
2025 Q2	$1.27M	Sell	6,193 -257	-4%	-$51.9K	0.4%	38
2025 Q1	$1.43M	Sell	6,450 -386	-6%	-$89.4K	0.49%	34
2024 Q4	$1.71M	Buy	6,836 +2,329	+52%	+$549K	0.59%	32
2024 Q3	$1.05M	Sell	4,507 -103	-2%	-$23K	0.37%	40
2024 Q2	$971K	Sell	4,610 -731	-14%	-$136K	0.35%	40
2024 Q1	$916K	Sell	5,341 -886	-14%	-$161K	0.33%	43
2023 Q4	$1.2M	Buy	6,227 +950	+18%	+$175K	0.5%	30
2023 Q3	$904K	Sell	5,277 -4	-0.1%	-$734	0.4%	37
2023 Q2	$1.02M	Sell	5,281 -506	-9%	-$88.2K	0.45%	32
2023 Q1	$954K	Sell	5,787 -127	-2%	-$18.7K	0.44%	34
2022 Q4	$768K	Sell	5,914 -1,138	-16%	-$163K	0.37%	37
2022 Q3	$975K	Sell	7,052 -271	-4%	-$42.5K	0.51%	23
2022 Q2	$1M	Sell	7,323 -3,205	-30%	-$485K	0.49%	24
2022 Q1	$1.83M	Buy	10,528 +8,045	+324%	+$1.35M	0.94%	19
2021 Q4	$441K	Sell	2,483 -687	-22%	-$109K	0.1%	48
2021 Q3	$449K	Sell	3,170 -1,709	-35%	-$252K	0.1%	43
2021 Q2	$695K	Sell	4,879 -99	-2%	-$12.8K	0.17%	40
2021 Q1	$608K	Buy	4,978 +157	+3%	+$20.2K	0.16%	35
2020 Q4	$616K	Buy	+4,821	New	+$580K	0.18%	33

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

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

COPPSERS

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

PensionDanmark Copenhagen O, Denmark $12B AUM

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Websterrogers Financial Advisors's AAPL Position: Q2 2026 in Review

Websterrogers Financial Advisors reduced its Apple (AAPL) stake by 7% in Q2 2026, selling an estimated $108K and leaving 5,016 shares worth $1.45M. The position accounts for 0.37% of the portfolio, ranked #40.

Websterrogers Financial Advisors first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.83M in Q1 2022. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Websterrogers Financial Advisors held 5,016 shares of Apple worth $1.45M as of Q2 2026.
Websterrogers Financial Advisors sold 379 Apple shares in Q2 2026, an estimated $108K.
Apple made up 0.37% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #40 holding.
Websterrogers Financial Advisors first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
Websterrogers Financial Advisors's Apple position peaked at $1.83M in Q1 2022.
1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.