Ashton Thomas Private Wealth
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Ashton Thomas Private Wealth’s Apple AAPL Stock Holding History

Ashton Thomas Private Wealth’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 		$216M Buy
647,330
+56,725
+10% +$18.2M 4.33% 1
2026
Q2 		$171M Buy
590,605
+9,401
+2% +$2.69M 3.56% 2
2026
Q1 		$148M Buy
581,204
+56,032
+11% +$14.6M 3.49% 2
2025
Q4 		$143M Sell
525,172
-2,016
-0.4% -$541K 3.48% 2
2025
Q3 		$134M Buy
527,188
+58,424
+12% +$13.2M 3.48% 2
2025
Q2 		$96.2M Buy
468,764
+161,412
+53% +$32.6M 3.39% 2
2025
Q1 		$68.3M Buy
307,352
+2,926
+1% +$678K 2.61% 2
2024
Q4 		$76.2M Buy
304,426
+19,178
+7% +$4.52M 2.96% 2
2024
Q3 		$66.5M Sell
285,248
-2,196
-0.8% -$490K 3.5% 1
2024
Q2 		$60.5M Sell
287,444
-6,527
-2% -$1.22M 3.31% 1
2024
Q1 		$50.4M Buy
293,971
+13,118
+5% +$2.39M 2.89% 2
2023
Q4 		$54.1M Buy
280,853
+376
+0.1% +$69.4K 3.4% 1
2023
Q3 		$48M Buy
280,477
+16,256
+6% +$2.98M 3.5% 1
2023
Q2 		$51.3M Buy
264,221
+31,624
+14% +$5.51M 3.92% 1
2023
Q1 		$38.4M Buy
232,597
+14,165
+6% +$2.09M 3.36% 1
2022
Q4 		$28.4M Sell
218,432
-11,017
-5% -$1.57M 2.82% 1
2022
Q3 		$31.7M Sell
229,449
-8,220
-3% -$1.29M 3.58% 1
2022
Q2 		$32.5M Sell
237,669
-3,845
-2% -$582K 3.51% 1
2022
Q1 		$42.2M Buy
241,514
+55,646
+30% +$9.36M 3.69% 1
2021
Q4 		$33M Buy
185,868
+76,133
+69% +$12M 3.21% 2
2021
Q3 		$15.5M Buy
109,735
+13,995
+15% +$2.06M 2.24% 5
2021
Q2 		$13.1M Sell
95,740
-2,648
-3% -$343K 2% 5
2021
Q1 		$12M Sell
98,388
-1,538
-2% -$197K 2.03% 6
2020
Q4 		$13.3M Buy
99,926
+8,192
+9% +$985K 2.53% 4
2020
Q3 		$10.6M Sell
91,734
-5,078
-5% -$554K 2.67% 4
2020
Q2 		$8.83M Buy
96,812
+26,436
+38% +$2.05M 2.62% 3
2020
Q1 		$4.47M Buy
70,376
+7,856
+13% +$578K 1.83% 7
2019
Q4 		$4.59M Buy
62,520
+11,208
+22% +$721K 1.51% 10
2019
Q3 		$2.87M Buy
51,312
+644
+1% +$33.7K 1.2% 16
2019
Q2 		$2.51M Buy
50,668
+256
+0.5% +$12.5K 0.96% 25
2019
Q1 		$2.39M Buy
+50,412
New +$2.14M 0.98% 25

Other funds holding AAPL

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Ashton Thomas Private Wealth's AAPL Position: Q3 2026 in Review

Ashton Thomas Private Wealth increased its Apple (AAPL) stake by 9.6% in Q3 2026, buying an estimated $18.2M and bringing the position to 647,330 shares worth $216M. The position accounts for 4.33% of the portfolio, ranked #1.

Ashton Thomas Private Wealth first reported a position in AAPL in Q1 2019 and has held it in 31 quarters since. 3,697 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Ashton Thomas Private Wealth held 647,330 shares of Apple worth $216M as of Q3 2026.
  • Ashton Thomas Private Wealth bought 56,725 Apple shares in Q3 2026, an estimated $18.2M.
  • Apple made up 4.33% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #1 holding.
  • Ashton Thomas Private Wealth first reported a position in Apple in Q1 2019 and has held it in 31 quarters since.
  • 3,697 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.