AAF Wealth Management
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AAF Wealth Management’s Apple AAPL Stock Holding History

AAF Wealth Management’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 		$6.78M Sell
20,367
-10
-0% -$3.21K 2.47% 9
2026
Q2 		$5.9M Sell
20,377
-55
-0.3% -$15.7K 2.17% 9
2026
Q1 		$5.19M Sell
20,432
-706
-3% -$184K 2.13% 8
2025
Q4 		$5.75M Buy
21,138
+830
+4% +$223K 2.42% 7
2025
Q3 		$5.17M Buy
20,308
+38
+0.2% +$8.58K 2.34% 7
2025
Q2 		$4.16M Buy
20,270
+495
+3% +$100K 1.89% 10
2025
Q1 		$4.39M Buy
19,775
+491
+3% +$114K 2.37% 9
2024
Q4 		$4.83M Sell
19,284
-1,294
-6% -$305K 2.44% 9
2024
Q3 		$4.79M Buy
20,578
+38
+0.2% +$8.49K 2.42% 10
2024
Q2 		$4.33M Sell
20,540
-657
-3% -$123K 2.24% 11
2024
Q1 		$3.63M Buy
21,197
+1,798
+9% +$327K 2.04% 12
2023
Q4 		$3.73M Sell
19,399
-345
-2% -$63.7K 2.18% 11
2023
Q3 		$3.38M Sell
19,744
-221
-1% -$40.5K 2.17% 11
2023
Q2 		$3.87M Sell
19,965
-558
-3% -$97.2K 2.38% 11
2023
Q1 		$3.38M Sell
20,523
-861
-4% -$127K 2.21% 11
2022
Q4 		$2.78M Buy
21,384
+217
+1% +$31K 1.97% 11
2022
Q3 		$2.93M Buy
21,167
+461
+2% +$72.4K 2.33% 10
2022
Q2 		$2.83M Sell
20,706
-544
-3% -$82.4K 2.13% 10
2022
Q1 		$3.71M Buy
21,250
+7,788
+58% +$1.31M 2.44% 10
2021
Q4 		$2.39M Buy
13,462
+637
+5% +$101K 1.73% 9
2021
Q3 		$1.81M Buy
12,825
+960
+8% +$141K 1.38% 10
2021
Q2 		$1.62M Buy
11,865
+39
+0.3% +$5.05K 1.25% 10
2021
Q1 		$1.44M Buy
11,826
+360
+3% +$46.2K 1.23% 9
2020
Q4 		$1.52M Buy
+11,466
New +$1.38M 1.38% 10

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AAF Wealth Management's AAPL Position: Q3 2026 in Review

AAF Wealth Management reduced its Apple (AAPL) stake by 0.05% in Q3 2026, selling an estimated $3.21K and leaving 20,367 shares worth $6.78M. The position accounts for 2.47% of the portfolio, ranked #9.

AAF Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 24 quarters since. 2,914 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • AAF Wealth Management held 20,367 shares of Apple worth $6.78M as of Q3 2026.
  • AAF Wealth Management sold 10 Apple shares in Q3 2026, an estimated $3.21K.
  • Apple made up 2.47% of AAF Wealth Management's portfolio in Q3 2026, its #9 holding.
  • AAF Wealth Management first reported a position in Apple in Q4 2020 and has held it in 24 quarters since.
  • 2,914 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on AAF Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.