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

Atticus 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 		$17.1M Buy
51,290
+2,447
+5% +$786K 3.78% 5
2026
Q2 		$14.1M Sell
48,843
-440
-0.9% -$126K 3.36% 6
2026
Q1 		$12.5M Sell
49,283
-879
-2% -$229K 3.39% 6
2025
Q4 		$13.6M Sell
50,162
-1,044
-2% -$280K 3.37% 6
2025
Q3 		$13M Buy
51,206
+1,065
+2% +$241K 3.29% 6
2025
Q2 		$10.3M Buy
50,141
+3,413
+7% +$689K 2.78% 6
2025
Q1 		$10.4M Sell
46,728
-814
-2% -$189K 3.39% 6
2024
Q4 		$11.9M Sell
47,542
-125
-0.3% -$29.5K 3.7% 5
2024
Q3 		$11.1M Sell
47,667
-175
-0.4% -$39.1K 3.57% 5
2024
Q2 		$10.1M Sell
47,842
-1,435
-3% -$268K 3.29% 5
2024
Q1 		$8.45M Sell
49,277
-4,167
-8% -$758K 2.76% 6
2023
Q4 		$10.3M Sell
53,444
-1,341
-2% -$248K 3.63% 5
2023
Q3 		$9.38M Buy
54,785
+451
+0.8% +$82.7K 3.59% 5
2023
Q2 		$10.5M Sell
54,334
-1,209
-2% -$211K 3.88% 4
2023
Q1 		$9.16M Sell
55,543
-7,419
-12% -$1.09M 3.5% 5
2022
Q4 		$8.18M Sell
62,962
-1,948
-3% -$278K 3.36% 3
2022
Q3 		$8.88M Hold
64,910
– – 4.29% 4
2022
Q2 		$8.88M Buy
64,910
+1,275
+2% +$193K 3.69% 4
2022
Q1 		$11.1M Buy
63,635
+10,343
+19% +$1.74M 4.06% 4
2021
Q4 		$9.46M Buy
53,292
+352
+0.7% +$55.6K 3.69% 4
2021
Q3 		$7.49M Sell
52,940
-3,294
-6% -$485K 3.29% 3
2021
Q2 		$7.7M Sell
56,234
-314
-0.6% -$40.7K 3.35% 5
2021
Q1 		$6.91M Sell
56,548
-1,369
-2% -$176K 3.29% 5
2020
Q4 		$7.68M Buy
57,917
+2,047
+4% +$246K 3.87% 3
2020
Q3 		$6.47M Buy
55,870
+302
+0.5% +$33K 3.86% 5
2020
Q2 		$5.07M Buy
55,568
+508
+0.9% +$39.4K 3.35% 8
2020
Q1 		$3.5M Buy
55,060
+8,452
+18% +$622K 2.82% 8
2019
Q4 		$3.42M Buy
+46,608
New +$3M 2.18% 14

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
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
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
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

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

Atticus Wealth Management increased its Apple (AAPL) stake by 5% in Q3 2026, buying an estimated $786K and bringing the position to 51,290 shares worth $17.1M. The position accounts for 3.78% of the portfolio, ranked #5.

Atticus Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 28 quarters since. 3,100 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Atticus Wealth Management held 51,290 shares of Apple worth $17.1M as of Q3 2026.
  • Atticus Wealth Management bought 2,447 Apple shares in Q3 2026, an estimated $786K.
  • Apple made up 3.78% of Atticus Wealth Management's portfolio in Q3 2026, its #5 holding.
  • Atticus Wealth Management first reported a position in Apple in Q4 2019 and has held it in 28 quarters since.
  • 3,100 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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