A4 Wealth Advisors
AAPL icon

A4 Wealth Advisors’s Apple AAPL Stock Holding History

A4 Wealth 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 		$1.44M Sell
4,331
-182
-4% -$58.5K 0.94% 24
2026
Q2 		$1.31M Sell
4,513
-813
-15% -$233K 0.87% 25
2026
Q1 		$1.35M Buy
5,326
+1,175
+28% +$306K 1.1% 24
2025
Q4 		$1.13M Sell
4,151
-2,119
-34% -$569K 0.98% 25
2025
Q3 		$1.6M Buy
+6,270
New +$1.42M 1.35% 19

Other funds holding AAPL

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

A4 Wealth Advisors's AAPL Position: Q3 2026 in Review

A4 Wealth Advisors reduced its Apple (AAPL) stake by 4% in Q3 2026, selling an estimated $58.5K and leaving 4,331 shares worth $1.44M. The position accounts for 0.94% of the portfolio, ranked #24.

A4 Wealth Advisors first reported a position in AAPL in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.6M in Q3 2025. 3,789 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • A4 Wealth Advisors held 4,331 shares of Apple worth $1.44M as of Q3 2026.
  • A4 Wealth Advisors sold 182 Apple shares in Q3 2026, an estimated $58.5K.
  • Apple made up 0.94% of A4 Wealth Advisors's portfolio in Q3 2026, its #24 holding.
  • A4 Wealth Advisors first reported a position in Apple in Q3 2025 and has held it in 5 quarters since.
  • A4 Wealth Advisors's Apple position peaked at $1.6M in Q3 2025.
  • 3,789 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.