ABLE Financial Group
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ABLE Financial Group’s Apple AAPL Stock Holding History

ABLE Financial Group’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 		$16.2M Buy
48,794
+2,285
+5% +$734K 2.54% 9
2026
Q2 		$13.5M Buy
46,509
+2,862
+7% +$819K 2.26% 11
2026
Q1 		$11.1M Sell
43,647
-2,486
-5% -$647K 2.17% 10
2025
Q4 		$12.5M Buy
46,133
+456
+1% +$122K 2.55% 8
2025
Q3 		$11.6M Sell
45,677
-687
-1% -$155K 2.52% 10
2025
Q2 		$9.5M Buy
46,364
+1,756
+4% +$355K 2.3% 10
2025
Q1 		$9.9M Sell
44,608
-201
-0.4% -$46.6K 2.78% 8
2024
Q4 		$11.2M Buy
44,809
+1,446
+3% +$341K 3.31% 6
2024
Q3 		$10.1M Sell
43,363
-276
-0.6% -$61.6K 3.12% 7
2024
Q2 		$9.19M Buy
43,639
+460
+1% +$85.8K 3.32% 6
2024
Q1 		$7.4M Sell
43,179
-1,951
-4% -$355K 2.91% 9
2023
Q4 		$8.69M Buy
45,130
+1,216
+3% +$225K 3.76% 5
2023
Q3 		$7.52M Buy
43,914
+2,079
+5% +$381K 3.76% 7
2023
Q2 		$8.11M Buy
41,835
+2,093
+5% +$365K 4.2% 4
2023
Q1 		$6.55M Buy
+39,742
New +$5.86M 4.27% 4

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 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
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

ABLE Financial Group's AAPL Position: Q3 2026 in Review

ABLE Financial Group increased its Apple (AAPL) stake by 4.9% in Q3 2026, buying an estimated $734K and bringing the position to 48,794 shares worth $16.2M. The position accounts for 2.54% of the portfolio, ranked #9.

ABLE Financial Group first reported a position in AAPL in Q1 2023 and has held it in 15 quarters since. 1,240 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • ABLE Financial Group held 48,794 shares of Apple worth $16.2M as of Q3 2026.
  • ABLE Financial Group bought 2,285 Apple shares in Q3 2026, an estimated $734K.
  • Apple made up 2.54% of ABLE Financial Group's portfolio in Q3 2026, its #9 holding.
  • ABLE Financial Group first reported a position in Apple in Q1 2023 and has held it in 15 quarters since.
  • 1,240 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.