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

Allen 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 		$3.25M Sell
9,769
-272
-3% -$87.4K 1.59% 8
2026
Q2 		$2.91M Sell
10,041
-144
-1% -$41.2K 1.41% 13
2026
Q1 		$2.58M Sell
10,185
-374
-4% -$97.3K 1.29% 15
2025
Q4 		$2.87M Buy
10,559
+190
+2% +$51K 1.73% 12
2025
Q3 		$2.64M Sell
10,369
-488
-4% -$110K 1.79% 9
2025
Q2 		$2.23M Sell
10,857
-228
-2% -$46K 1.56% 11
2025
Q1 		$2.46M Buy
11,085
+112
+1% +$25.9K 1.7% 9
2024
Q4 		$2.75M Buy
10,973
+105
+1% +$24.7K 1.97% 9
2024
Q3 		$2.53M Buy
10,868
+537
+5% +$120K 1.76% 11
2024
Q2 		$2.18M Buy
10,331
+37
+0.4% +$6.9K 1.94% 11
2024
Q1 		$1.77M Sell
10,294
-900
-8% -$164K 1.56% 15
2023
Q4 		$2.16M Buy
+11,194
New +$2.07M 2.11% 12

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Allen Wealth Management reduced its Apple (AAPL) stake by 2.7% in Q3 2026, selling an estimated $87.4K and leaving 9,769 shares worth $3.25M. The position accounts for 1.59% of the portfolio, ranked #8.

Allen Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. 2,914 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Allen Wealth Management held 9,769 shares of Apple worth $3.25M as of Q3 2026.
  • Allen Wealth Management sold 272 Apple shares in Q3 2026, an estimated $87.4K.
  • Apple made up 1.59% of Allen Wealth Management's portfolio in Q3 2026, its #8 holding.
  • Allen Wealth Management first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • 2,914 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Allen Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.