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

Aprio 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 		$34M Buy
102,054
+4,826
+5% +$1.55M 1.55% 12
2026
Q2 		$28.1M Sell
97,228
-324
-0.3% -$92.7K 1.39% 13
2026
Q1 		$24.8M Buy
97,552
+2,132
+2% +$555K 1.35% 15
2025
Q4 		$25.9M Buy
95,420
+23,112
+32% +$6.2M 1.49% 15
2025
Q3 		$18.4M Buy
72,308
+6,603
+10% +$1.49M 1.83% 11
2025
Q2 		$13.5M Buy
65,705
+5,094
+8% +$1.03M 1.52% 17
2025
Q1 		$13.5M Buy
60,611
+4,389
+8% +$1.02M 1.69% 12
2024
Q4 		$14.1M Buy
56,222
+8,229
+17% +$1.94M 2.05% 12
2024
Q3 		$11.2M Buy
47,993
+13,245
+38% +$2.96M 1.79% 12
2024
Q2 		$7.32M Buy
34,748
+52
+0.1% +$9.7K 1.33% 15
2024
Q1 		$5.95M Buy
34,696
+9,369
+37% +$1.7M 1.17% 21
2023
Q4 		$4.88M Buy
25,327
+2,789
+12% +$515K 1.09% 24
2023
Q3 		$3.86M Buy
22,538
+302
+1% +$55.4K 1.06% 22
2023
Q2 		$4.31M Sell
22,236
-914
-4% -$159K 1.18% 15
2023
Q1 		$3.82M Buy
23,150
+3,931
+20% +$580K 1.18% 15
2022
Q4 		$2.5M Sell
19,219
-1,086
-5% -$155K 0.88% 21
2022
Q3 		$2.81M Buy
20,305
+375
+2% +$58.9K 1.13% 22
2022
Q2 		$2.72M Buy
19,930
+2,975
+18% +$451K 1.09% 21
2022
Q1 		$2.96M Buy
16,955
+447
+3% +$75.2K 1.13% 22
2021
Q4 		$2.93M Sell
16,508
-403
-2% -$63.7K 1.23% 22
2021
Q3 		$2.39M Buy
16,911
+928
+6% +$137K 1.09% 25
2021
Q2 		$2.19M Buy
+15,983
New +$2.07M 1.04% 22
2020
Q4 		$2.14M Sell
16,126
-5,715
-26% -$687K 1.41% 19
2020
Q3 		$2.53M Buy
21,841
+6,033
+38% +$658K 1.79% 13
2020
Q2 		$1.44M Sell
15,808
-488
-3% -$37.8K 1.39% 15
2020
Q1 		$1.04M Buy
16,296
+4,736
+41% +$348K 1.31% 15
2019
Q4 		$849K Buy
+11,560
New +$744K 0.63% 24

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

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

Aprio Wealth Management increased its Apple (AAPL) stake by 5% in Q3 2026, buying an estimated $1.55M and bringing the position to 102,054 shares worth $34M. The position accounts for 1.55% of the portfolio, ranked #12.

Aprio Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 2,806 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Aprio Wealth Management held 102,054 shares of Apple worth $34M as of Q3 2026.
  • Aprio Wealth Management bought 4,826 Apple shares in Q3 2026, an estimated $1.55M.
  • Apple made up 1.55% of Aprio Wealth Management's portfolio in Q3 2026, its #12 holding.
  • Aprio Wealth Management first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 2,806 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.