UMB Private Wealth Management, LLC’s Apple AAPL Stock Holding History

UMB Private Wealth Management, LLC’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 Q3	$2.93M	Buy	+8,789	New	+$2.82M	2.83%	7

Other funds holding AAPL

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

UMB Private Wealth Management, LLC's AAPL Position: Q3 2026 in Review

UMB Private Wealth Management, LLC opened a new position in Apple (AAPL) in Q3 2026: 8,789 shares worth $2.93M. The stake represents 2.83% of the portfolio and ranks #7 among its holdings.

2,012 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

UMB Private Wealth Management, LLC held 8,789 shares of Apple worth $2.93M as of Q3 2026.
Apple was a new UMB Private Wealth Management, LLC position in Q3 2026.
Apple made up 2.83% of UMB Private Wealth Management, LLC's portfolio in Q3 2026, its #7 holding.
2,012 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on UMB Private Wealth Management, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.