Axxcess Wealth Management’s Apple AAPL Stock Holding History

Axxcess 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	$90.6M	Sell	284,341 -277,281	-49%	-$89.1M	3.71%	1
2026 Q2	$159M	Buy	561,622 +8,726	+2%	+$2.5M	2.53%	3
2026 Q1	$136M	Buy	+552,896	New	+$144M	4.36%	2
2025 Q4	–	Sell	-551,749	Closed	-$148M	–	1043
2025 Q3	$135M	Buy	+551,749	New	+$125M	2.86%	3
2023 Q4	–	Sell	-403,296	Closed	-$74.5M	–	835
2023 Q3	$66.9M	Buy	403,296 +161,513	+67%	+$29.6M	2.28%	6
2023 Q2	$45M	Buy	+241,783	New	+$42.1M	3.26%	3
2023 Q1	–	Sell	-241,436	Closed	-$35.6M	–	634
2022 Q4	$30.2M	Buy	+241,436	New	+$34.5M	2.49%	3
2022 Q2	–	Sell	-226,339	Closed	-$34.3M	–	537
2022 Q1	$38.5M	Buy	+226,339	New	+$38.1M	3.01%	4

Other funds holding AAPL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Axxcess Wealth Management reduced its Apple (AAPL) stake by 49% in Q3 2026, selling an estimated $89.1M and leaving 284,341 shares worth $90.6M. The position accounts for 3.71% of the portfolio, ranked #1.

Axxcess Wealth Management first reported a position in AAPL in Q1 2022 and has held it in 8 quarters since. The position peaked at $159M in Q2 2026. 4,148 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Axxcess Wealth Management held 284,341 shares of Apple worth $90.6M as of Q3 2026.
Axxcess Wealth Management sold 277,281 Apple shares in Q3 2026, an estimated $89.1M.
Apple made up 3.71% of Axxcess Wealth Management's portfolio in Q3 2026, its #1 holding.
Axxcess Wealth Management first reported a position in Apple in Q1 2022 and has held it in 8 quarters since.
Axxcess Wealth Management's Apple position peaked at $159M in Q2 2026.
4,148 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.