APW
AAPL icon

Acima Private Wealth’s Apple AAPL Stock Holding History

Acima Private Wealth’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 		$10.5M Hold
31,421
– – 3.04% 9
2026
Q2 		$9.09M Sell
31,421
-34
-0.1% -$9.72K 2.64% 14
2026
Q1 		$7.98M Sell
31,455
-312
-1% -$81.2K 2.51% 16
2025
Q4 		$8.64M Sell
31,767
-273
-0.9% -$73.3K 2.68% 14
2025
Q3 		$8.16M Buy
32,040
+51
+0.2% +$11.5K 2.55% 11
2025
Q2 		$6.56M Hold
31,989
– – 2.24% 15
2025
Q1 		$7.11M Sell
31,989
-5,232
-14% -$1.21M 2.55% 12
2024
Q4 		$9.32M Sell
37,221
-182
-0.5% -$42.9K 3.14% 7
2024
Q3 		$8.71M Hold
37,403
– – 2.92% 9
2024
Q2 		$7.88M Sell
37,403
-3,457
-8% -$645K 2.89% 9
2024
Q1 		$7.01M Sell
40,860
-2,980
-7% -$542K 2.58% 9
2023
Q4 		$8.44M Sell
43,840
-5,581
-11% -$1.03M 3.3% 8
2023
Q3 		$8.46M Sell
49,421
-276
-0.6% -$50.6K 3.76% 5
2023
Q2 		$9.64M Hold
49,697
– – 4.61% 1
2023
Q1 		$8.2M Buy
49,697
+1,699
+4% +$251K 4.02% 2
2022
Q4 		$6.24M Sell
47,998
-826
-2% -$118K 3.2% 7
2022
Q3 		$6.75M Hold
48,824
– – 3.47% 5
2022
Q2 		$6.68M Buy
48,824
+6,084
+14% +$921K 3.33% 4
2022
Q1 		$7.46M Sell
42,740
-3,377
-7% -$568K 3.45% 3
2021
Q4 		$8.19M Buy
46,117
+1,000
+2% +$158K 3.52% 4
2021
Q3 		$6.38M Sell
45,117
-164
-0.4% -$24.1K 2.93% 4
2021
Q2 		$6.2M Sell
45,281
-150
-0.3% -$19.4K 2.85% 4
2021
Q1 		$5.55M Sell
45,431
-864
-2% -$111K 2.73% 5
2020
Q4 		$6.14M Sell
46,295
-161
-0.3% -$19.4K 3.18% 4
2020
Q3 		$5.38M Hold
46,456
– – 3.24% 4
2020
Q2 		$4.24M Hold
46,456
– – 2.74% 7
2020
Q1 		$2.95M Hold
46,456
– – 2.27% 10
2019
Q4 		$3.41M Buy
46,456
+1,192
+3% +$76.7K 2.36% 8
2019
Q3 		$2.53M Buy
45,264
+252
+0.6% +$13.2K 1.94% 10
2019
Q2 		$2.23M Hold
45,012
– – 1.76% 14
2019
Q1 		$2.14M Buy
45,012
+616
+1% +$26.1K 1.83% 11
2018
Q4 		$1.75M Buy
+44,396
New +$2.15M 1.72% 11

Other funds holding AAPL

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

Acima Private Wealth's AAPL Position: Q3 2026 in Review

Acima Private Wealth held its Apple (AAPL) position steady in Q3 2026 at 31,421 shares worth $10.5M. The position accounts for 3.04% of the portfolio, ranked #9.

Acima Private Wealth first reported a position in AAPL in Q4 2018 and has held it in 32 quarters since. 822 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Acima Private Wealth held 31,421 shares of Apple worth $10.5M as of Q3 2026.
  • Acima Private Wealth left its Apple share count unchanged in Q3 2026.
  • Apple made up 3.04% of Acima Private Wealth's portfolio in Q3 2026, its #9 holding.
  • Acima Private Wealth first reported a position in Apple in Q4 2018 and has held it in 32 quarters since.
  • 822 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.