A&I Financial Services’s Apple AAPL Stock Holding History

A&I Financial Services’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	$4.95M	Buy	14,852 +11	+0.1%	+$3.53K	2.09%	12
2026 Q2	$4.29M	Sell	14,841 -12	-0.1%	-$3.43K	1.87%	13
2026 Q1	$3.77M	Sell	14,853 -671	-4%	-$175K	1.79%	11
2025 Q4	$4.22M	Sell	15,524 -167	-1%	-$44.8K	2%	12
2025 Q3	$4.01M	Sell	15,691 -220	-1%	-$49.7K	1.96%	12
2025 Q2	$3.26M	Sell	15,911 -17	-0.1%	-$3.43K	1.84%	11
2025 Q1	$3.54M	Buy	15,928 +11,000	+223%	+$2.55M	2.39%	8
2024 Q4	$1.23M	Buy	+4,928	New	+$1.16M	1.2%	15
2019 Q3	$251K	Sell	4,484 -112	-2%	-$5.86K	0.38%	21
2019 Q2	$227K	Buy	+4,596	New	+$224K	0.37%	19
2018 Q4	–	Sell	-4,700	Closed	-$265K	–	21
2018 Q3	$265K	Buy	+4,700	New	+$245K	0.66%	15

Other funds holding AAPL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

A&I Financial Services's AAPL Position: Q3 2026 in Review

A&I Financial Services increased its Apple (AAPL) stake by 0.07% in Q3 2026, buying an estimated $3.53K and bringing the position to 14,852 shares worth $4.95M. The position accounts for 2.09% of the portfolio, ranked #12.

A&I Financial Services first reported a position in AAPL in Q3 2018 and has held it in 11 quarters since. 3,899 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

A&I Financial Services held 14,852 shares of Apple worth $4.95M as of Q3 2026.
A&I Financial Services bought 11 Apple shares in Q3 2026, an estimated $3.53K.
Apple made up 2.09% of A&I Financial Services's portfolio in Q3 2026, its #12 holding.
A&I Financial Services first reported a position in Apple in Q3 2018 and has held it in 11 quarters since.
3,899 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on A&I Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.