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Williams & Novak’s Apple AAPL Stock Holding History

Williams & Novak’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 		$3.7M Buy
12,792
+1,311
+11% +$375K 2.45% 8
2026
Q1 		$2.93M Buy
11,481
+1,484
+15% +$386K 2.2% 8
2025
Q4 		$2.72M Buy
9,997
+294
+3% +$78.9K 2.05% 9
2025
Q3 		$2.47M Buy
9,703
+245
+3% +$55.3K 1.9% 10
2025
Q2 		$1.94M Buy
9,458
+11
+0.1% +$2.22K 1.65% 14
2025
Q1 		$2.11M Sell
9,447
-2,664
-22% -$617K 2.06% 9
2024
Q4 		$3.03M Sell
12,111
-597
-5% -$141K 2.92% 6
2024
Q3 		$2.96M Buy
12,708
+1,604
+14% +$358K 2.76% 6
2024
Q2 		$2.34M Buy
11,104
+815
+8% +$152K 2.18% 9
2024
Q1 		$1.98M Hold
10,289
– – 2.25% 12
2023
Q4 		$1.98M Buy
+10,289
New +$1.9M 2.25% 12

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Williams & Novak's AAPL Position: Q2 2026 in Review

Williams & Novak increased its Apple (AAPL) stake by 11% in Q2 2026, buying an estimated $375K and bringing the position to 12,792 shares worth $3.7M. The position accounts for 2.45% of the portfolio, ranked #8.

Williams & Novak first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Williams & Novak held 12,792 shares of Apple worth $3.7M as of Q2 2026.
  • Williams & Novak bought 1,311 Apple shares in Q2 2026, an estimated $375K.
  • Apple made up 2.45% of Williams & Novak's portfolio in Q2 2026, its #8 holding.
  • Williams & Novak first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.