Apex Wealth Management
AAPL icon

Apex Wealth Management’s Apple AAPL Stock Holding History

Apex 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 		$4.12M Buy
12,378
+62
+0.5% +$19.9K 2.43% 18
2026
Q2 		$3.56M Sell
12,316
-5
-0% -$1.43K 2.18% 17
2026
Q1 		$3.13M Buy
12,321
+3,708
+43% +$965K 2.15% 16
2025
Q4 		$2.2M Sell
8,613
-3,912
-31% -$1.05M 2.23% 15
2025
Q3 		$3.19M Buy
12,525
+14
+0.1% +$3.16K 2.28% 17
2025
Q2 		$2.57M Buy
12,511
+382
+3% +$77.1K 2.06% 17
2025
Q1 		$2.69M Buy
12,129
+261
+2% +$60.5K 2.42% 15
2024
Q4 		$2.97M Buy
+11,868
New +$2.8M 2.56% 14

Other funds holding AAPL

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
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

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

Apex Wealth Management increased its Apple (AAPL) stake by 0.5% in Q3 2026, buying an estimated $19.9K and bringing the position to 12,378 shares worth $4.12M. The position accounts for 2.43% of the portfolio, ranked #18.

Apex Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 1,959 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Apex Wealth Management held 12,378 shares of Apple worth $4.12M as of Q3 2026.
  • Apex Wealth Management bought 62 Apple shares in Q3 2026, an estimated $19.9K.
  • Apple made up 2.43% of Apex Wealth Management's portfolio in Q3 2026, its #18 holding.
  • Apex Wealth Management first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 1,959 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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