Auxano Advisors
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Auxano Advisors’s Apple AAPL Stock Holding History

Auxano 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 		$71.2M Buy
213,904
+5,788
+3% +$1.86M 12.71% 1
2026
Q2 		$60.2M Sell
208,116
-50
-0% -$14.3K 11.41% 1
2026
Q1 		$52.8M Sell
208,166
-1,200
-0.6% -$312K 10.54% 1
2025
Q4 		$56.9M Buy
209,366
+55
+0% +$14.8K 11.24% 1
2025
Q3 		$53.3M Buy
209,311
+16,368
+8% +$3.7M 11.33% 2
2025
Q2 		$39.6M Buy
192,943
+48,754
+34% +$9.8M 9.24% 2
2025
Q1 		$32M Sell
144,189
-3,318
-2% -$769K 8.49% 2
2024
Q4 		$36.9M Buy
147,507
+4,233
+3% +$998K 9.31% 2
2024
Q3 		$33.4M Buy
143,274
+984
+0.7% +$220K 8.64% 2
2024
Q2 		$30M Buy
142,290
+25,949
+22% +$4.84M 8.29% 3
2024
Q1 		$20M Buy
116,341
+45,913
+65% +$8.35M 5.81% 4
2023
Q4 		$13.6M Buy
70,428
+23,724
+51% +$4.38M 4.56% 7
2023
Q3 		$8M Sell
46,704
-10,062
-18% -$1.85M 3.27% 8
2023
Q2 		$9.36M Hold
56,766
– – 3.74% 7
2023
Q1 		$9.36M Buy
56,766
+564
+1% +$83.2K 3.74% 7
2022
Q4 		$7.3M Buy
56,202
+60
+0.1% +$8.58K 3.3% 7
2022
Q3 		$7.76M Buy
56,142
+2,864
+5% +$450K 3.57% 8
2022
Q2 		$7.28M Buy
53,278
+781
+1% +$118K 3.6% 9
2022
Q1 		$9.17M Buy
52,497
+967
+2% +$163K 3.9% 8
2021
Q4 		$9.15M Buy
51,530
+6,785
+15% +$1.07M 4.09% 9
2021
Q3 		$6.33M Buy
44,745
+1,364
+3% +$201K 2.84% 10
2021
Q2 		$5.94M Sell
43,381
-2,253
-5% -$292K 2.72% 11
2021
Q1 		$5.57M Buy
45,634
+1,453
+3% +$187K 3.43% 10
2020
Q4 		$5.86M Sell
44,181
-491
-1% -$59.1K 3.88% 8
2020
Q3 		$5.17M Sell
44,672
-11,076
-20% -$1.21M 4% 8
2020
Q2 		$5.08M Sell
55,748
-1,508
-3% -$117K 4.22% 7
2020
Q1 		$3.64M Buy
+57,256
New +$4.21M 3.32% 8

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Auxano Advisors's AAPL Position: Q3 2026 in Review

Auxano Advisors increased its Apple (AAPL) stake by 2.8% in Q3 2026, buying an estimated $1.86M and bringing the position to 213,904 shares worth $71.2M. The position accounts for 12.71% of the portfolio, ranked #1.

Auxano Advisors first reported a position in AAPL in Q1 2020 and has held it in 27 quarters since. 4,148 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Auxano Advisors held 213,904 shares of Apple worth $71.2M as of Q3 2026.
  • Auxano Advisors bought 5,788 Apple shares in Q3 2026, an estimated $1.86M.
  • Apple made up 12.71% of Auxano Advisors's portfolio in Q3 2026, its #1 holding.
  • Auxano Advisors first reported a position in Apple in Q1 2020 and has held it in 27 quarters since.
  • 4,148 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Auxano Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.