ARQ Wealth Advisors
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ARQ Wealth Advisors’s Apple AAPL Stock Holding History

ARQ Wealth Advisors’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 Buy
29,703
+394
+1% +$127K 1.19% 26
2026
Q2 		$9.6M Buy
29,309
+135
+0.5% +$38.6K 1.18% 26
2026
Q1 		$7.4M Buy
29,174
+14,521
+99% +$3.78M 1.33% 24
2025
Q4 		$3.98M Sell
14,653
-791
-5% -$212K 1.08% 33
2025
Q3 		$3.93M Sell
15,444
-848
-5% -$192K 1.16% 33
2025
Q2 		$3.62M Hold
16,292
– – 1.24% 27
2025
Q1 		$3.62M Sell
16,292
-6,394
-28% -$1.48M 1.34% 26
2024
Q4 		$5.68M Buy
22,686
+2,158
+11% +$509K 2.16% 19
2024
Q3 		$4.7M Buy
20,528
+112
+0.5% +$25K 1.78% 20
2024
Q2 		$4.3M Sell
20,416
-3,812
-16% -$711K 1.86% 20
2024
Q1 		$4.15M Buy
24,228
+15,108
+166% +$2.75M 1.8% 22
2023
Q4 		$1.76M Buy
9,120
+456
+5% +$84.2K 1.04% 25
2023
Q3 		$1.48M Sell
8,664
-541
-6% -$99.2K 1.11% 24
2023
Q2 		$1.79M Buy
9,205
+1,709
+23% +$298K 1.16% 24
2023
Q1 		$1.24M Sell
7,496
-1,030
-12% -$152K 0.91% 27
2022
Q4 		$1.11M Buy
8,526
+115
+1% +$16.4K 0.72% 29
2022
Q3 		$1.16M Buy
8,411
+398
+5% +$62.5K 0.9% 27
2022
Q2 		$1.1M Buy
8,013
+2,818
+54% +$427K 0.78% 28
2022
Q1 		$907K Buy
5,195
+8
+0.2% +$1.34K 0.61% 31
2021
Q4 		$921K Buy
5,187
+40
+0.8% +$6.32K 0.65% 27
2021
Q3 		$728K Sell
5,147
-331
-6% -$48.7K 0.47% 33
2021
Q2 		$750K Buy
5,478
+353
+7% +$45.7K 0.48% 30
2021
Q1 		$626K Sell
5,125
-115
-2% -$14.8K 0.4% 29
2020
Q4 		$695K Buy
5,240
+114
+2% +$13.7K 0.44% 29
2020
Q3 		$594K Sell
5,126
-870
-15% -$94.9K 0.57% 28
2020
Q2 		$547K Sell
5,996
-520
-8% -$40.3K 0.53% 28
2020
Q1 		$414K Buy
+6,516
New +$479K 0.47% 29

Other funds holding AAPL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

ARQ Wealth Advisors's AAPL Position: Q3 2026 in Review

ARQ Wealth Advisors increased its Apple (AAPL) stake by 1.3% in Q3 2026, buying an estimated $127K and bringing the position to 29,703 shares worth $9.9M. The position accounts for 1.19% of the portfolio, ranked #26.

ARQ Wealth Advisors first reported a position in AAPL in Q1 2020 and has held it in 27 quarters since. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • ARQ Wealth Advisors held 29,703 shares of Apple worth $9.9M as of Q3 2026.
  • ARQ Wealth Advisors bought 394 Apple shares in Q3 2026, an estimated $127K.
  • Apple made up 1.19% of ARQ Wealth Advisors's portfolio in Q3 2026, its #26 holding.
  • ARQ Wealth Advisors first reported a position in Apple in Q1 2020 and has held it in 27 quarters since.
  • 5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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