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Affinity Capital Advisors’s Apple AAPL Stock Holding History

Affinity Capital Advisors’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 		$62.4M Sell
185,302
-8,473
-4% -$2.72M 7.29% 5
2026
Q2 		$60.6M Sell
193,775
-16,733
-8% -$4.79M 7.48% 5
2026
Q1 		$53.4M Sell
210,508
-14,146
-6% -$3.68M 7.49% 5
2025
Q4 		$61.1M Buy
224,654
+68,245
+44% +$18.3M 8.45% 4
2025
Q3 		$40.2M Buy
156,409
+1,956
+1% +$442K 6.18% 5
2025
Q2 		$31.7M Sell
154,453
-10,707
-6% -$2.16M 5.45% 5
2025
Q1 		$32.7M Buy
165,160
+7,645
+5% +$1.77M 6.49% 5
2024
Q4 		$38.2M Sell
157,515
-4,087
-3% -$963K 7.18% 4
2024
Q3 		$37.7M Sell
161,602
-1,458
-0.9% -$326K 7.29% 4
2024
Q2 		$34.3M Sell
163,060
-35,657
-18% -$6.65M 7.21% 4
2024
Q1 		$34.1M Sell
198,717
-12,880
-6% -$2.34M 7.59% 4
2023
Q4 		$40.7M Sell
211,597
-3,984
-2% -$736K 9.94% 1
2023
Q3 		$36.9M Sell
215,581
-21,908
-9% -$4.02M 10.13% 1
2023
Q2 		$46.1M Sell
237,489
-3,037
-1% -$529K 12.48% 1
2023
Q1 		$39.7M Sell
240,526
-15,746
-6% -$2.32M 12.34% 1
2022
Q4 		$33.3M Sell
256,272
-8,731
-3% -$1.25M 11.41% 2
2022
Q3 		$36.6M Sell
265,003
-5,236
-2% -$822K 12.81% 1
2022
Q2 		$36.9M Sell
270,239
-1,557
-0.6% -$236K 12.58% 1
2022
Q1 		$47.5M Buy
271,796
+4,631
+2% +$779K 14.84% 1
2021
Q4 		$47.4M Sell
267,165
-891
-0.3% -$141K 14.32% 1
2021
Q3 		$37.9M Sell
268,056
-4,116
-2% -$606K 12.72% 1
2021
Q2 		$37.3M Sell
272,172
-3,590
-1% -$465K 12.63% 1
2021
Q1 		$33.7M Sell
275,762
-7,907
-3% -$1.01M 12.35% 1
2020
Q4 		$37.6M Buy
283,669
+224,438
+379% +$27M 15.29% 1
2020
Q3 		$6.86M Sell
59,231
-3,569
-6% -$389K 3.88% 7
2020
Q2 		$5.73M Sell
62,800
-6,780
-10% -$525K 3.74% 8
2020
Q1 		$4.92M Sell
69,580
-4,840
-7% -$356K 3.6% 7
2019
Q4 		$5.46M Buy
+74,420
New +$4.79M 3.6% 9

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
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
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Affinity Capital Advisors's AAPL Position: Q3 2026 in Review

Affinity Capital Advisors reduced its Apple (AAPL) stake by 4.4% in Q3 2026, selling an estimated $2.72M and leaving 185,302 shares worth $62.4M. The position accounts for 7.29% of the portfolio, ranked #5.

Affinity Capital Advisors first reported a position in AAPL in Q4 2019 and has held it in 28 quarters since. 697 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Affinity Capital Advisors held 185,302 shares of Apple worth $62.4M as of Q3 2026.
  • Affinity Capital Advisors sold 8,473 Apple shares in Q3 2026, an estimated $2.72M.
  • Apple made up 7.29% of Affinity Capital Advisors's portfolio in Q3 2026, its #5 holding.
  • Affinity Capital Advisors first reported a position in Apple in Q4 2019 and has held it in 28 quarters since.
  • 697 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.