B.A. Schrock Wealth Management, Inc.’s Apple AAPL Stock Holding History

B.A. Schrock Wealth Management, Inc.’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	$7.75M	Buy	+23,448	New	+$7.53M	2.83%	6

Other funds holding AAPL

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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s AAPL Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in Apple (AAPL) in Q3 2026: 23,448 shares worth $7.75M. The stake represents 2.83% of the portfolio and ranks #6 among its holdings.

988 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

B.A. Schrock Wealth Management, Inc. held 23,448 shares of Apple worth $7.75M as of Q3 2026.
Apple was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
Apple made up 2.83% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #6 holding.
988 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.