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Xcel Wealth Management’s Apple AAPL Stock Holding History

Xcel Wealth 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 		$13.4M Sell
46,195
-755
-2% -$216K 3.19% 6
2026
Q1 		$11.9M Sell
46,950
-3,321
-7% -$864K 3.3% 6
2025
Q4 		$13.7M Sell
50,271
-468
-0.9% -$126K 3.48% 8
2025
Q3 		$12.9M Sell
50,739
-972
-2% -$220K 3.36% 7
2025
Q2 		$10.6M Sell
51,711
-919
-2% -$186K 3.02% 8
2025
Q1 		$11.7M Sell
52,630
-650
-1% -$151K 3.64% 5
2024
Q4 		$13.3M Sell
53,280
-804
-1% -$189K 3.7% 5
2024
Q3 		$12.6M Buy
54,084
+381
+0.7% +$85.1K 3.69% 5
2024
Q2 		$11.3M Sell
53,703
-23
-0% -$4.29K 3.54% 5
2024
Q1 		$9.21M Sell
53,726
-326
-0.6% -$59.3K 2.88% 7
2023
Q4 		$10.4M Sell
54,052
-53
-0.1% -$9.79K 3.65% 7
2023
Q3 		$9.26M Sell
54,105
-12,238
-18% -$2.24M 3.66% 6
2023
Q2 		$12.9M Sell
66,343
-528
-0.8% -$92K 4.07% 4
2023
Q1 		$11M Buy
66,871
+857
+1% +$126K 3.88% 6
2022
Q4 		$8.58M Buy
66,014
+1,721
+3% +$246K 3.38% 9
2022
Q3 		$8.88M Buy
64,293
+1,151
+2% +$181K 3.31% 6
2022
Q2 		$8.63M Sell
63,142
-5,279
-8% -$799K 3.15% 6
2022
Q1 		$11.9M Sell
68,421
-6,120
-8% -$1.03M 3.28% 4
2021
Q4 		$13.2M Sell
74,541
-113
-0.2% -$17.9K 3.4% 4
2021
Q3 		$10.6M Sell
74,654
-2,086
-3% -$307K 3.06% 6
2021
Q2 		$10.5M Buy
76,740
+2,315
+3% +$300K 3.17% 4
2021
Q1 		$9.09M Buy
74,425
+7,866
+12% +$1.01M 3.24% 6
2020
Q4 		$8.83M Buy
66,559
+2,701
+4% +$325K 3.81% 3
2020
Q3 		$7.39M Sell
63,858
-8,838
-12% -$964K 3.8% 4
2020
Q2 		$6.63M Sell
72,696
-3,156
-4% -$245K 4.11% 4
2020
Q1 		$4.82M Buy
75,852
+7,640
+11% +$562K 4.35% 4
2019
Q4 		$5.01M Buy
68,212
+2,104
+3% +$135K 4.16% 7
2019
Q3 		$3.7M Sell
66,108
-1,840
-3% -$96.2K 3.43% 10
2019
Q2 		$3.36M Sell
67,948
-15,320
-18% -$746K 3.29% 10
2019
Q1 		$3.95M Sell
83,268
-8,288
-9% -$352K 4.08% 7
2018
Q4 		$3.61M Buy
+91,556
New +$4.44M 4.42% 7

Other funds holding AAPL

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Xcel Wealth Management's AAPL Position: Q2 2026 in Review

Xcel Wealth Management reduced its Apple (AAPL) stake by 1.6% in Q2 2026, selling an estimated $216K and leaving 46,195 shares worth $13.4M. The position accounts for 3.19% of the portfolio, ranked #6.

Xcel Wealth Management first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. The position peaked at $13.7M in Q4 2025. 2,778 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Xcel Wealth Management held 46,195 shares of Apple worth $13.4M as of Q2 2026.
  • Xcel Wealth Management sold 755 Apple shares in Q2 2026, an estimated $216K.
  • Apple made up 3.19% of Xcel Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Xcel Wealth Management first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
  • Xcel Wealth Management's Apple position peaked at $13.7M in Q4 2025.
  • 2,778 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.