Altus Wealth Group
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Altus Wealth Group’s Apple AAPL Stock Holding History

Altus Wealth Group’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 		$9.9M Sell
29,610
-3,989
-12% -$1.28M 3.71% 7
2026
Q2 		$9.7M Buy
33,599
+974
+3% +$279K 3.51% 7
2026
Q1 		$8.28M Buy
32,625
+1,314
+4% +$342K 3.39% 7
2025
Q4 		$8.51M Sell
31,311
-358
-1% -$96.1K 3.4% 6
2025
Q3 		$8.06M Buy
31,669
+1,009
+3% +$228K 3.31% 7
2025
Q2 		$6.29M Buy
30,660
+145
+0.5% +$29.3K 2.78% 8
2025
Q1 		$6.78M Sell
30,515
-1,121
-4% -$260K 3.17% 7
2024
Q4 		$7.92M Buy
31,636
+89
+0.3% +$21K 3.5% 5
2024
Q3 		$7.35M Buy
31,547
+805
+3% +$180K 3.14% 6
2024
Q2 		$6.47M Buy
30,742
+291
+1% +$54.3K 3.24% 6
2024
Q1 		$5.22M Buy
30,451
+266
+0.9% +$48.4K 2.62% 10
2023
Q4 		$5.81M Buy
30,185
+155
+0.5% +$28.6K 3.22% 7
2023
Q3 		$5.14M Sell
30,030
-931
-3% -$171K 3.26% 7
2023
Q2 		$6.01M Buy
30,961
+222
+0.7% +$38.7K 3.69% 6
2023
Q1 		$5.07M Sell
30,739
-161
-0.5% -$23.8K 3.41% 6
2022
Q4 		$4.01M Buy
30,900
+3,285
+12% +$469K 3.05% 6
2022
Q3 		$3.91M Hold
27,615
– – 3.89% 6
2022
Q2 		$3.91M Sell
27,615
-374
-1% -$56.6K 3.89% 6
2022
Q1 		$4.89M Buy
27,989
+187
+0.7% +$31.4K 4% 4
2021
Q4 		$4.94M Buy
27,802
+187
+0.7% +$29.6K 4.07% 5
2021
Q3 		$3.91M Buy
27,615
+951
+4% +$140K 3.89% 6
2021
Q2 		$3.65M Sell
26,664
-40
-0.1% -$5.18K 3.57% 6
2021
Q1 		$3.41M Sell
26,704
-1,219
-4% -$156K 3.39% 6
2020
Q4 		$3.7M Buy
+27,923
New +$3.36M 3.54% 5

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Altus Wealth Group's AAPL Position: Q3 2026 in Review

Altus Wealth Group reduced its Apple (AAPL) stake by 12% in Q3 2026, selling an estimated $1.28M and leaving 29,610 shares worth $9.9M. The position accounts for 3.71% of the portfolio, ranked #7.

Altus Wealth Group first reported a position in AAPL in Q4 2020 and has held it in 24 quarters since. 3,899 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Altus Wealth Group held 29,610 shares of Apple worth $9.9M as of Q3 2026.
  • Altus Wealth Group sold 3,989 Apple shares in Q3 2026, an estimated $1.28M.
  • Apple made up 3.71% of Altus Wealth Group's portfolio in Q3 2026, its #7 holding.
  • Altus Wealth Group first reported a position in Apple in Q4 2020 and has held it in 24 quarters since.
  • 3,899 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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