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

Accel 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 		$9.28M Sell
27,861
-14
-0.1% -$4.5K 2% 7
2026
Q2 		$8.07M Sell
27,875
-561
-2% -$160K 1.82% 7
2026
Q1 		$7.22M Sell
28,436
-522
-2% -$136K 1.88% 7
2025
Q4 		$7.87M Sell
28,958
-132
-0.5% -$35.4K 2.15% 6
2025
Q3 		$7.41M Sell
29,090
-441
-1% -$100K 2.15% 6
2025
Q2 		$6.06M Sell
29,531
-388
-1% -$78.4K 2.02% 7
2025
Q1 		$6.65M Sell
29,919
-26
-0.1% -$6.02K 2.4% 4
2024
Q4 		$7.5M Buy
29,945
+202
+0.7% +$47.6K 2.84% 3
2024
Q3 		$6.93M Buy
29,743
+380
+1% +$84.9K 2.58% 3
2024
Q2 		$6.18M Buy
29,363
+2,804
+11% +$523K 2.48% 5
2024
Q1 		$4.55M Buy
26,559
+1,004
+4% +$183K 1.93% 12
2023
Q4 		$4.92M Sell
25,555
-2,922
-10% -$540K 2.47% 5
2023
Q3 		$4.88M Buy
28,477
+442
+2% +$81.1K 2.72% 4
2023
Q2 		$5.44M Buy
28,035
+3,322
+13% +$579K 2.99% 4
2023
Q1 		$4.08M Sell
24,713
-569
-2% -$84K 1.67% 5
2022
Q4 		$3.28M Buy
25,282
+348
+1% +$49.7K 1.57% 10
2022
Q3 		$3.64M Sell
24,934
-111
-0.4% -$17.4K 1.95% 5
2022
Q2 		$3.76M Sell
25,045
-675
-3% -$102K 2.16% 4
2022
Q1 		$4.48M Sell
25,720
-473
-2% -$79.5K 2.32% 4
2021
Q4 		$4.65M Buy
26,193
+1,234
+5% +$195K 2.28% 4
2021
Q3 		$3.53M Buy
24,959
+26
+0.1% +$3.83K 2.28% 4
2021
Q2 		$3.42M Buy
24,933
+180
+0.7% +$23.3K 2.26% 4
2021
Q1 		$3.02M Buy
24,753
+711
+3% +$91.3K 2.45% 4
2020
Q4 		$3.19M Buy
+24,042
New +$2.89M 2.97% 2

Other funds holding AAPL

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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

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

Accel Wealth Management reduced its Apple (AAPL) stake by 0.05% in Q3 2026, selling an estimated $4.5K and leaving 27,861 shares worth $9.28M. The position accounts for 2% of the portfolio, ranked #7.

Accel Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 24 quarters since. 2,498 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Accel Wealth Management held 27,861 shares of Apple worth $9.28M as of Q3 2026.
  • Accel Wealth Management sold 14 Apple shares in Q3 2026, an estimated $4.5K.
  • Apple made up 2% of Accel Wealth Management's portfolio in Q3 2026, its #7 holding.
  • Accel Wealth Management first reported a position in Apple in Q4 2020 and has held it in 24 quarters since.
  • 2,498 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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