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WMG Financial Advisors’s Apple AAPL Stock Holding History

WMG 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 		$6.81M Sell
23,547
-1,346
-5% -$385K 2.57% 10
2026
Q1 		$6.32M Buy
24,893
+1,433
+6% +$373K 2.64% 8
2025
Q4 		$6.38M Sell
23,460
-3,950
-14% -$1.06M 2.63% 7
2025
Q3 		$6.98M Sell
27,410
-1,203
-4% -$272K 2.33% 7
2025
Q2 		$5.87M Buy
28,613
+483
+2% +$97.5K 2.17% 8
2025
Q1 		$6.25M Buy
28,130
+621
+2% +$144K 2.66% 7
2024
Q4 		$6.89M Sell
27,509
-410
-1% -$96.6K 2.97% 5
2024
Q3 		$6.51M Buy
27,919
+1,630
+6% +$364K 2.94% 5
2024
Q2 		$5.54M Buy
26,289
+3,290
+14% +$614K 2.93% 5
2024
Q1 		$3.94M Buy
22,999
+3,127
+16% +$569K 2.26% 7
2023
Q4 		$3.83M Sell
19,872
-528
-3% -$97.5K 2.5% 7
2023
Q3 		$3.49M Sell
20,400
-2,162
-10% -$396K 2.97% 5
2023
Q2 		$4.38M Buy
22,562
+1,535
+7% +$267K 3.22% 6
2023
Q1 		$4M Sell
21,027
-6,006
-22% -$886K 3.31% 4
2022
Q4 		$3.51M Buy
27,033
+28
+0.1% +$4K 2.99% 4
2022
Q3 		$3.74M Buy
27,005
+780
+3% +$122K 3.37% 4
2022
Q2 		$3.59M Buy
26,225
+2,051
+8% +$311K 3.11% 5
2022
Q1 		$4.22M Buy
24,174
+2,017
+9% +$339K 3.1% 6
2021
Q4 		$3.95M Buy
+22,157
New +$3.5M 3.08% 5

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

WMG Financial Advisors reduced its Apple (AAPL) stake by 5.4% in Q2 2026, selling an estimated $385K and leaving 23,547 shares worth $6.81M. The position accounts for 2.57% of the portfolio, ranked #10.

WMG Financial Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.98M in Q3 2025. 2,863 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • WMG Financial Advisors held 23,547 shares of Apple worth $6.81M as of Q2 2026.
  • WMG Financial Advisors sold 1,346 Apple shares in Q2 2026, an estimated $385K.
  • Apple made up 2.57% of WMG Financial Advisors's portfolio in Q2 2026, its #10 holding.
  • WMG Financial Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • WMG Financial Advisors's Apple position peaked at $6.98M in Q3 2025.
  • 2,863 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.