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

Adams 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 		$3.32M Buy
9,982
+370
+4% +$119K 0.63% 44
2026
Q2 		$2.78M Buy
9,612
+259
+3% +$74.1K 0.53% 52
2026
Q1 		$2.37M Sell
9,353
-173
-2% -$45K 0.52% 57
2025
Q4 		$2.59M Sell
9,526
-754
-7% -$202K 0.55% 50
2025
Q3 		$2.62M Sell
10,280
-680
-6% -$154K 0.56% 49
2025
Q2 		$2.25M Sell
10,960
-2,335
-18% -$472K 0.43% 58
2025
Q1 		$2.95M Sell
13,295
-100
-0.7% -$23.2K 0.58% 44
2024
Q4 		$3.35M Buy
13,395
+1,014
+8% +$239K 0.64% 34
2024
Q3 		$2.88M Sell
12,381
-864
-7% -$193K 0.62% 34
2024
Q2 		$2.79M Sell
13,245
-1,278
-9% -$238K 0.64% 32
2024
Q1 		$2.49M Sell
14,523
-23
-0.2% -$4.18K 0.61% 32
2023
Q4 		$2.8M Sell
14,546
-334
-2% -$61.7K 0.83% 24
2023
Q3 		$2.55M Buy
14,880
+7,070
+91% +$1.3M 0.86% 20
2023
Q2 		$1.51M Sell
7,810
-71
-0.9% -$12.4K 0.47% 28
2023
Q1 		$1.3M Sell
7,881
-24
-0.3% -$3.54K 0.42% 33
2022
Q4 		$1.03M Sell
7,905
-20
-0.3% -$2.86K 0.36% 32
2022
Q3 		$1.1M Sell
7,925
-45
-0.6% -$7.06K 0.41% 26
2022
Q2 		$1.09M Buy
7,970
+174
+2% +$26.4K 0.41% 17
2022
Q1 		$1.36M Sell
7,796
-1,965
-20% -$330K 0.45% 17
2021
Q4 		$1.73M Sell
9,761
-2,362
-19% -$373K 0.51% 18
2021
Q3 		$1.72M Buy
12,123
+2,070
+21% +$305K 0.65% 17
2021
Q2 		$1.38M Sell
10,053
-253
-2% -$32.8K 0.59% 16
2021
Q1 		$1.26M Sell
10,306
-52
-0.5% -$6.68K 0.58% 16
2020
Q4 		$1.37M Sell
10,358
-1,214
-10% -$146K 0.86% 15
2020
Q3 		$1.34M Sell
11,572
-504
-4% -$55K 1.04% 13
2020
Q2 		$1.1M Sell
12,076
-10,688
-47% -$828K 1.13% 12
2020
Q1 		$1.45M Sell
22,764
-3,308
-13% -$243K 1.82% 10
2019
Q4 		$1.91M Buy
+26,072
New +$1.68M 1.61% 13

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

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

Adams Wealth Management increased its Apple (AAPL) stake by 3.8% in Q3 2026, buying an estimated $119K and bringing the position to 9,982 shares worth $3.32M. The position accounts for 0.63% of the portfolio, ranked #44.

Adams Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.35M in Q4 2024. 4,411 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Adams Wealth Management held 9,982 shares of Apple worth $3.32M as of Q3 2026.
  • Adams Wealth Management bought 370 Apple shares in Q3 2026, an estimated $119K.
  • Apple made up 0.63% of Adams Wealth Management's portfolio in Q3 2026, its #44 holding.
  • Adams Wealth Management first reported a position in Apple in Q4 2019 and has held it in 28 quarters since.
  • Adams Wealth Management's Apple position peaked at $3.35M in Q4 2024.
  • 4,411 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Adams Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.