White Wing Wealth Management’s Apple AAPL Stock Holding History

White Wing 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	$2.2M	Sell	7,588 -6	-0.1%	-$1.72K	1.15%	14
2026 Q1	$1.93M	Sell	7,594 -465	-6%	-$121K	1.16%	12
2025 Q4	$2.19M	Sell	8,059 -4	-0%	-$1.07K	1.31%	12
2025 Q3	$2.06M	Buy	8,063 +4	+0%	+$904	1.28%	13
2025 Q2	$1.65M	Sell	8,059 -84	-1%	-$17K	1.12%	13
2025 Q1	$1.6M	Buy	8,143 +40	+0.5%	+$9.27K	1.25%	12
2024 Q4	$2.03M	Buy	8,103 +41	+0.5%	+$9.66K	1.51%	11
2024 Q3	$1.88M	Sell	8,062 -81	-1%	-$18.1K	1.45%	11
2024 Q2	$1.72M	Buy	8,143 +231	+3%	+$43.1K	1.37%	12
2024 Q1	$1.35M	Buy	7,912 +24	+0.3%	+$4.36K	1.12%	17
2023 Q4	$1.46M	Buy	+7,888	New	+$1.46M	1.35%	13

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

White Wing Wealth Management's AAPL Position: Q2 2026 in Review

White Wing Wealth Management reduced its Apple (AAPL) stake by 0.08% in Q2 2026, selling an estimated $1.72K and leaving 7,588 shares worth $2.2M. The position accounts for 1.15% of the portfolio, ranked #14.

White Wing Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 2,961 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

White Wing Wealth Management held 7,588 shares of Apple worth $2.2M as of Q2 2026.
White Wing Wealth Management sold 6 Apple shares in Q2 2026, an estimated $1.72K.
Apple made up 1.15% of White Wing Wealth Management's portfolio in Q2 2026, its #14 holding.
White Wing Wealth Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
2,961 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on White Wing Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.