Winthrop Partners - WNY’s Apple AAPL Stock Holding History

Winthrop Partners - WNY’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	$8.75M	Buy	30,236 +75	+0.2%	+$21.5K	4.33%	3
2026 Q1	$7.65M	Buy	30,161 +21	+0.1%	+$5.46K	4.08%	3
2025 Q4	$8.19M	Buy	+30,140	New	+$8.09M	4.41%	3
2019 Q3	$2.72M	Buy	48,604 +2,960	+6%	+$155K	1.84%	13
2019 Q2	$2.26M	Buy	45,644 +2,316	+5%	+$113K	1.69%	16
2019 Q1	$2.07M	Buy	43,328 +6,556	+18%	+$278K	1.62%	17
2018 Q4	$1.45M	Sell	36,772 -3,832	-9%	-$186K	1.35%	24
2018 Q3	$2.29M	Buy	40,604 +6,056	+18%	+$315K	1.85%	12
2018 Q2	$1.6M	Buy	34,548 +1,660	+5%	+$75.3K	1.33%	25
2018 Q1	$1.4M	Buy	32,888 +1,128	+4%	+$48.6K	1.08%	28
2017 Q4	$1.43M	Buy	+31,760	New	+$1.33M	1.17%	26

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

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

Winthrop Partners - WNY's AAPL Position: Q2 2026 in Review

Winthrop Partners - WNY increased its Apple (AAPL) stake by 0.25% in Q2 2026, buying an estimated $21.5K and bringing the position to 30,236 shares worth $8.75M. The position accounts for 4.33% of the portfolio, ranked #3.

Winthrop Partners - WNY first reported a position in AAPL in Q4 2017 and has held it in 11 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Winthrop Partners - WNY held 30,236 shares of Apple worth $8.75M as of Q2 2026.
Winthrop Partners - WNY bought 75 Apple shares in Q2 2026, an estimated $21.5K.
Apple made up 4.33% of Winthrop Partners - WNY's portfolio in Q2 2026, its #3 holding.
Winthrop Partners - WNY first reported a position in Apple in Q4 2017 and has held it in 11 quarters since.
2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Winthrop Partners - WNY's 13F filing for Q2 2026, filed 15 Jul 2026.