4Wealth Advisors’s Apple AAPL Stock Holding History

4Wealth 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 Q3	$3M	Sell	9,114 -1,771	-16%	-$569K	2.08%	9
2026 Q2	$3.07M	Sell	10,885 -183	-2%	-$52.3K	2.35%	8
2026 Q1	$2.73M	Buy	11,068 +397	+4%	+$103K	2.33%	8
2025 Q4	$2.9M	Sell	10,671 -922	-8%	-$248K	2.48%	6
2025 Q3	$2.95M	Buy	11,593 +573	+5%	+$129K	2.64%	6
2025 Q2	$2.26M	Sell	11,020 -221	-2%	-$44.6K	2.3%	9
2025 Q1	$2.5M	Sell	11,241 -160	-1%	-$37.1K	2.72%	6
2024 Q4	$2.86M	Buy	+11,401	New	+$2.69M	2.86%	3

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

4Wealth Advisors's AAPL Position: Q3 2026 in Review

4Wealth Advisors reduced its Apple (AAPL) stake by 16% in Q3 2026, selling an estimated $569K and leaving 9,114 shares worth $3M. The position accounts for 2.08% of the portfolio, ranked #9.

4Wealth Advisors first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.07M in Q2 2026. 2,914 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

4Wealth Advisors held 9,114 shares of Apple worth $3M as of Q3 2026.
4Wealth Advisors sold 1,771 Apple shares in Q3 2026, an estimated $569K.
Apple made up 2.08% of 4Wealth Advisors's portfolio in Q3 2026, its #9 holding.
4Wealth Advisors first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
4Wealth Advisors's Apple position peaked at $3.07M in Q2 2026.
2,914 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.