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

Altus 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 		$1.15M Buy
3,441
+151
+5% +$48.5K 0.44% 12
2026
Q2 		$952K Buy
3,290
+462
+16% +$132K 0.37% 15
2026
Q1 		$718K Sell
2,828
-805
-22% -$210K 0.32% 15
2025
Q4 		$988K Buy
3,633
+1
+0% +$268 0.43% 13
2025
Q3 		$925K Buy
3,632
+467
+15% +$105K 0.41% 14
2025
Q2 		$649K Sell
3,165
-5,255
-62% -$1.06M 0.31% 16
2025
Q1 		$1.87M Sell
8,420
-249
-3% -$57.7K 0.88% 14
2024
Q4 		$2.17M Buy
8,669
+133
+2% +$31.3K 0.97% 11
2024
Q3 		$1.99M Sell
8,536
-972
-10% -$217K 0.93% 11
2024
Q2 		$2M Buy
9,508
+55
+0.6% +$10.3K 0.96% 11
2024
Q1 		$1.62M Buy
9,453
+2,048
+28% +$372K 0.85% 11
2023
Q4 		$1.43M Buy
7,405
+162
+2% +$29.9K 0.85% 12
2023
Q3 		$1.24M Buy
7,243
+1,080
+18% +$198K 0.86% 12
2023
Q2 		$1.2M Sell
6,163
-395
-6% -$68.8K 0.94% 9
2023
Q1 		$1.08M Buy
6,558
+4
+0.1% +$590 0.89% 9
2022
Q4 		$852K Buy
6,554
+5
+0.1% +$715 0.75% 10
2022
Q3 		$905K Sell
6,549
-453
-6% -$71.1K 0.78% 13
2022
Q2 		$957K Buy
7,002
+11
+0.2% +$1.67K 0.74% 14
2022
Q1 		$1.22M Sell
6,991
-281
-4% -$47.3K 0.84% 14
2021
Q4 		$1.29M Buy
7,272
+206
+3% +$32.6K 0.77% 15
2021
Q3 		$1M Sell
7,066
-25
-0.4% -$3.68K 0.63% 15
2021
Q2 		$971K Sell
7,091
-9
-0.1% -$1.17K 0.63% 16
2021
Q1 		$867K Buy
7,100
+287
+4% +$36.8K 0.62% 16
2020
Q4 		$904K Buy
6,813
+77
+1% +$9.26K 0.7% 15
2020
Q3 		$780K Buy
6,736
+80
+1% +$8.73K 0.72% 13
2020
Q2 		$607K Sell
6,656
-28
-0.4% -$2.17K 0.68% 14
2020
Q1 		$425K Buy
6,684
+948
+17% +$69.7K 0.61% 15
2019
Q4 		$421K Buy
+5,736
New +$369K 0.41% 20

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

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

Altus Wealth Management increased its Apple (AAPL) stake by 4.6% in Q3 2026, buying an estimated $48.5K and bringing the position to 3,441 shares worth $1.15M. The position accounts for 0.44% of the portfolio, ranked #12.

Altus Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.17M in Q4 2024. 2,914 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Altus Wealth Management held 3,441 shares of Apple worth $1.15M as of Q3 2026.
  • Altus Wealth Management bought 151 Apple shares in Q3 2026, an estimated $48.5K.
  • Apple made up 0.44% of Altus Wealth Management's portfolio in Q3 2026, its #12 holding.
  • Altus Wealth Management first reported a position in Apple in Q4 2019 and has held it in 28 quarters since.
  • Altus Wealth Management's Apple position peaked at $2.17M in Q4 2024.
  • 2,914 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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