AAFMAA Wealth Management & Trust
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AAFMAA Wealth Management & Trust’s Apple AAPL Stock Holding History

AAFMAA Wealth Management & Trust’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 		$6.28M Sell
18,848
-267
-1% -$85.8K 2.16% 11
2026
Q2 		$5.53M Sell
19,115
-1,124
-6% -$322K 1.93% 11
2026
Q1 		$5.14M Buy
20,239
+801
+4% +$208K 1.99% 12
2025
Q4 		$5.28M Buy
19,438
+2,398
+14% +$644K 2.07% 11
2025
Q3 		$4.34M Sell
17,040
-259
-1% -$58.5K 1.72% 12
2025
Q2 		$3.55M Buy
17,299
+159
+0.9% +$32.1K 1.47% 12
2025
Q1 		$3.81M Buy
17,140
+761
+5% +$176K 1.73% 12
2024
Q4 		$4.1M Sell
16,379
-2,437
-13% -$574K 1.8% 14
2024
Q3 		$4.38M Buy
18,816
+597
+3% +$133K 1.93% 13
2024
Q2 		$3.84M Sell
18,219
-1,040
-5% -$194K 1.89% 12
2024
Q1 		$3.3M Buy
19,259
+3,982
+26% +$724K 1.8% 15
2023
Q4 		$2.94M Buy
15,277
+1,127
+8% +$208K 1.67% 17
2023
Q3 		$2.42M Sell
14,150
-4,334
-23% -$795K 2.25% 15
2023
Q2 		$3.59M Sell
18,484
-2,856
-13% -$498K 2.96% 12
2023
Q1 		$3.52M Buy
21,340
+44
+0.2% +$6.49K 2.82% 12
2022
Q4 		$2.77M Sell
21,296
-1,873
-8% -$268K 2.5% 17
2022
Q3 		$3.2M Sell
23,169
-32,733
-59% -$5.14M 2.36% 14
2022
Q2 		$7.64M Sell
55,902
-4,323
-7% -$655K 5.15% 1
2022
Q1 		$10.5M Buy
60,225
+722
+1% +$121K 4.85% 1
2021
Q4 		$10.6M Sell
59,503
-12
-0% -$1.9K 4.6% 1
2021
Q3 		$8.42M Buy
59,515
+15,634
+36% +$2.3M 4% 3
2021
Q2 		$6.01M Sell
43,881
-25,551
-37% -$3.31M 2.76% 12
2021
Q1 		$8.48M Sell
69,432
-2,536
-4% -$326K 4.08% 4
2020
Q4 		$9.5M Buy
+71,968
New +$8.66M 4.62% 2

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
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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AAFMAA Wealth Management & Trust's AAPL Position: Q3 2026 in Review

AAFMAA Wealth Management & Trust reduced its Apple (AAPL) stake by 1.4% in Q3 2026, selling an estimated $85.8K and leaving 18,848 shares worth $6.28M. The position accounts for 2.16% of the portfolio, ranked #11.

AAFMAA Wealth Management & Trust first reported a position in AAPL in Q4 2020 and has held it in 24 quarters since. The position peaked at $10.6M in Q4 2021. 3,697 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • AAFMAA Wealth Management & Trust held 18,848 shares of Apple worth $6.28M as of Q3 2026.
  • AAFMAA Wealth Management & Trust sold 267 Apple shares in Q3 2026, an estimated $85.8K.
  • Apple made up 2.16% of AAFMAA Wealth Management & Trust's portfolio in Q3 2026, its #11 holding.
  • AAFMAA Wealth Management & Trust first reported a position in Apple in Q4 2020 and has held it in 24 quarters since.
  • AAFMAA Wealth Management & Trust's Apple position peaked at $10.6M in Q4 2021.
  • 3,697 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q3 2026, filed 14 Oct 2026.