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Wisconsin Wealth Advisors’s Apple AAPL Stock Holding History

Wisconsin Wealth 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 		$2.42M Sell
8,356
-4
-0% -$1.14K 2.07% 15
2026
Q1 		$2.12M Buy
8,360
+46
+0.6% +$12K 2.09% 15
2025
Q4 		$2.26M Sell
8,314
-391
-4% -$105K 2.22% 13
2025
Q3 		$2.22M Buy
8,705
+169
+2% +$38.2K 2.11% 12
2025
Q2 		$1.75M Buy
8,536
+581
+7% +$117K 2.01% 12
2025
Q1 		$1.77M Buy
7,955
+120
+2% +$27.8K 2.54% 11
2024
Q4 		$1.96M Buy
+7,835
New +$1.85M 2.89% 10

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wisconsin Wealth Advisors's AAPL Position: Q2 2026 in Review

Wisconsin Wealth Advisors reduced its Apple (AAPL) stake by 0.05% in Q2 2026, selling an estimated $1.14K and leaving 8,356 shares worth $2.42M. The position accounts for 2.07% of the portfolio, ranked #15.

Wisconsin Wealth Advisors first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 1,521 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wisconsin Wealth Advisors held 8,356 shares of Apple worth $2.42M as of Q2 2026.
  • Wisconsin Wealth Advisors sold 4 Apple shares in Q2 2026, an estimated $1.14K.
  • Apple made up 2.07% of Wisconsin Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Wisconsin Wealth Advisors first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 1,521 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.