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

Accurate 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 		$49.9M Buy
146,157
+13,342
+10% +$4.29M 4.31% 2
2026
Q2 		$41.9M Buy
132,815
+9,016
+7% +$2.58M 3.99% 2
2026
Q1 		$32.2M Buy
123,799
+9,268
+8% +$2.41M 3.88% 2
2025
Q4 		$29.7M Sell
114,531
-1,188
-1% -$319K 3.77% 2
2025
Q3 		$28.7M Buy
115,719
+11,077
+11% +$2.5M 3.82% 2
2025
Q2 		$22.2M Buy
104,642
+3,934
+4% +$794K 3.4% 2
2025
Q1 		$19.9M Sell
100,708
-495
-0.5% -$115K 3.81% 2
2024
Q4 		$24M Sell
101,203
-2,598
-3% -$612K 4.6% 2
2024
Q3 		$24.3M Buy
103,801
+8,354
+9% +$1.87M 4.87% 2
2024
Q2 		$22.4M Buy
95,447
+7,977
+9% +$1.49M 5.36% 1
2024
Q1 		$14.4M Buy
87,470
+2,041
+2% +$371K 4.21% 1
2023
Q4 		$15.9M Sell
85,429
-2,711
-3% -$501K 4.93% 2
2023
Q3 		$15.6M Buy
88,140
+6,526
+8% +$1.2M 4.9% 1
2023
Q2 		$15.6M Buy
81,614
+22,009
+37% +$3.84M 4.85% 2
2023
Q1 		$9.7M Buy
59,605
+3,767
+7% +$556K 3.33% 4
2022
Q4 		$7.3M Buy
55,838
+12,626
+29% +$1.8M 2.69% 6
2022
Q3 		$7.18M Sell
43,212
-1,668
-4% -$262K 2.99% 5
2022
Q2 		$6.38M Sell
44,880
-2,216
-5% -$336K 3.47% 5
2022
Q1 		$8.22M Buy
47,096
+16,893
+56% +$2.84M 3.68% 5
2021
Q4 		$5.51M Buy
30,203
+734
+2% +$116K 4.5% 4
2021
Q3 		$4.63M Sell
29,469
-20,211
-41% -$2.98M 4.03% 5
2021
Q2 		$6.8M Buy
+49,680
New +$6.44M 5.98% 3

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Accurate Wealth Management increased its Apple (AAPL) stake by 10% in Q3 2026, buying an estimated $4.29M and bringing the position to 146,157 shares worth $49.9M. The position accounts for 4.31% of the portfolio, ranked #2.

Accurate Wealth Management first reported a position in AAPL in Q2 2021 and has held it in 22 quarters since. 4,411 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Accurate Wealth Management held 146,157 shares of Apple worth $49.9M as of Q3 2026.
  • Accurate Wealth Management bought 13,342 Apple shares in Q3 2026, an estimated $4.29M.
  • Apple made up 4.31% of Accurate Wealth Management's portfolio in Q3 2026, its #2 holding.
  • Accurate Wealth Management first reported a position in Apple in Q2 2021 and has held it in 22 quarters since.
  • 4,411 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.