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Aaron Wealth Advisors’s Apple AAPL Stock Holding History

Aaron 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 		$70.1M Buy
210,604
+6,124
+3% +$1.97M 3.43% 6
2026
Q2 		$59.2M Buy
204,480
+3,366
+2% +$963K 3.01% 8
2026
Q1 		$51M Sell
201,114
-32,944
-14% -$8.57M 2.9% 8
2025
Q4 		$63.6M Buy
234,058
+47,105
+25% +$12.6M 3.48% 6
2025
Q3 		$47.6M Buy
186,953
+73,801
+65% +$16.7M 2.82% 8
2025
Q2 		$23.2M Buy
113,152
+6,843
+6% +$1.38M 2.37% 9
2025
Q1 		$23.6M Buy
106,309
+1,037
+1% +$240K 2.71% 6
2024
Q4 		$26.4M Buy
105,272
+7,501
+8% +$1.77M 3.06% 6
2024
Q3 		$22.8M Buy
97,771
+13,669
+16% +$3.05M 2.71% 8
2024
Q2 		$17.7M Buy
84,102
+3,398
+4% +$634K 2.46% 8
2024
Q1 		$13.8M Buy
80,704
+3,304
+4% +$601K 1.98% 11
2023
Q4 		$14.9M Sell
77,400
-155,313
-67% -$28.7M 2.47% 9
2023
Q3 		$39.8M Buy
232,713
+2,257
+1% +$414K 5.14% 7
2023
Q2 		$44.7M Buy
230,456
+3,196
+1% +$557K 5.81% 4
2023
Q1 		$37.5M Buy
227,260
+8,780
+4% +$1.3M 5.15% 5
2022
Q4 		$28.4M Buy
218,480
+3,935
+2% +$562K 4.15% 5
2022
Q3 		$29.6M Buy
214,545
+50,532
+31% +$7.93M 5.47% 5
2022
Q2 		$22.4M Buy
164,013
+14,680
+10% +$2.22M 5.64% 4
2022
Q1 		$26.1M Buy
149,333
+63,818
+75% +$10.7M 6.01% 3
2021
Q4 		$15.2M Buy
85,515
+7,114
+9% +$1.12M 4.24% 5
2021
Q3 		$11.1M Buy
78,401
+3,394
+5% +$500K 3.13% 8
2021
Q2 		$10.3M Sell
75,007
-9
-0% -$1.17K 3.38% 7
2021
Q1 		$9.16M Sell
75,016
-685
-0.9% -$87.9K 3.36% 7
2020
Q4 		$10M Buy
+75,701
New +$9.11M 3.68% 7

Other funds holding AAPL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Aaron Wealth Advisors increased its Apple (AAPL) stake by 3% in Q3 2026, buying an estimated $1.97M and bringing the position to 210,604 shares worth $70.1M. The position accounts for 3.43% of the portfolio, ranked #6.

Aaron Wealth Advisors first reported a position in AAPL in Q4 2020 and has held it in 24 quarters since. 822 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Aaron Wealth Advisors held 210,604 shares of Apple worth $70.1M as of Q3 2026.
  • Aaron Wealth Advisors bought 6,124 Apple shares in Q3 2026, an estimated $1.97M.
  • Apple made up 3.43% of Aaron Wealth Advisors's portfolio in Q3 2026, its #6 holding.
  • Aaron Wealth Advisors first reported a position in Apple in Q4 2020 and has held it in 24 quarters since.
  • 822 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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