WFM
AAPL icon

Wolff Financial Management’s Apple AAPL Stock Holding History

Wolff Financial 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 		$5.05M Sell
17,445
-127
-0.7% -$36.3K 1.01% 17
2026
Q1 		$4.46M Buy
17,572
+1
+0% +$260 0.99% 16
2025
Q4 		$4.78M Buy
17,571
+1
+0% +$268 1.07% 16
2025
Q3 		$4.47M Sell
17,570
-2,162
-11% -$488K 1.04% 16
2025
Q2 		$4.05M Buy
19,732
+209
+1% +$42.2K 1.05% 16
2025
Q1 		$4.34M Buy
19,523
+1
+0% +$232 1.2% 14
2024
Q4 		$4.89M Sell
19,522
-64
-0.3% -$15.1K 1.36% 13
2024
Q3 		$4.56M Buy
19,586
+234
+1% +$52.3K 1.24% 13
2024
Q2 		$4.08M Buy
19,352
+1
+0% +$186 3.01% 6
2024
Q1 		$3.32M Buy
19,351
+2,130
+12% +$387K 0.97% 18
2023
Q4 		$3.32M Buy
17,221
+1
+0% +$185 1.02% 16
2023
Q3 		$2.95M Buy
+17,220
New +$3.16M 1.01% 17
2023
Q2 		– Sell
-19,109
Closed -$3.15M – 36
2023
Q1 		$3.15M Sell
19,109
-71
-0.4% -$10.5K 1.1% 17
2022
Q4 		$2.49M Sell
19,180
-141
-0.7% -$20.1K 0.92% 22
2022
Q3 		$2.67M Sell
19,321
-239
-1% -$37.5K 1.22% 21
2022
Q2 		$2.67M Buy
19,560
+232
+1% +$35.1K 1.19% 23
2022
Q1 		$3.38M Sell
19,328
-161
-0.8% -$27.1K 1.34% 19
2021
Q4 		$3.46M Buy
+19,489
New +$3.08M 1.31% 21
2021
Q1 		$2.38M Sell
19,464
-18
-0.1% -$2.31K 1.09% 23
2020
Q4 		$2.58M Sell
19,482
-121
-0.6% -$14.6K 1.36% 18
2020
Q3 		$2.27M Buy
19,603
+31
+0.2% +$3.38K 1.35% 18
2020
Q2 		$1.78M Buy
19,572
+16
+0.1% +$1.24K 1.14% 22
2020
Q1 		$1.24M Buy
19,556
+968
+5% +$71.2K 0.94% 25
2019
Q4 		$1.36M Sell
18,588
-116
-0.6% -$7.46K 0.91% 22
2019
Q3 		$1.05M Buy
18,704
+4
+0% +$209 0.76% 28
2019
Q2 		$925K Buy
18,700
+1,204
+7% +$58.7K 0.71% 31
2019
Q1 		$831K Buy
17,496
+8
+0% +$339 0.69% 32
2018
Q4 		$690K Buy
+17,488
New +$848K 0.67% 33

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

Wolff Financial Management's AAPL Position: Q2 2026 in Review

Wolff Financial Management reduced its Apple (AAPL) stake by 0.72% in Q2 2026, selling an estimated $36.3K and leaving 17,445 shares worth $5.05M. The position accounts for 1.01% of the portfolio, ranked #17.

Wolff Financial Management first reported a position in AAPL in Q4 2018 and has held it in 28 quarters since. 1,520 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wolff Financial Management held 17,445 shares of Apple worth $5.05M as of Q2 2026.
  • Wolff Financial Management sold 127 Apple shares in Q2 2026, an estimated $36.3K.
  • Apple made up 1.01% of Wolff Financial Management's portfolio in Q2 2026, its #17 holding.
  • Wolff Financial Management first reported a position in Apple in Q4 2018 and has held it in 28 quarters since.
  • 1,520 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.