Badgley Phelps Wealth Managers
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Badgley Phelps Wealth Managers’s Apple AAPL Stock Holding History

Badgley Phelps Wealth Managers’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 		$306M Buy
918,925
+57,535
+7% +$18.5M 5.27% 3
2026
Q2 		$249M Buy
861,390
+5,838
+0.7% +$1.67M 4.37% 2
2026
Q1 		$217M Sell
855,552
-124,264
-13% -$32.3M 4.32% 4
2025
Q4 		$266M Buy
979,816
+187,796
+24% +$50.4M 4.88% 2
2025
Q3 		$202M Sell
792,020
-21,391
-3% -$4.83M 4.24% 4
2025
Q2 		$167M Sell
813,411
-1,029
-0.1% -$208K 3.7% 4
2025
Q1 		$181M Sell
814,440
-988
-0.1% -$229K 4.37% 3
2024
Q4 		$204M Buy
815,428
+1,049
+0.1% +$247K 4.77% 2
2024
Q3 		$190M Buy
814,379
+2,837
+0.3% +$634K 4.41% 3
2024
Q2 		$171M Buy
811,542
+811,189
+229,799% +$151M 4.23% 3
2024
Q1 		$60.6K Sell
353
-877,939
-100% -$160M ﹤0.01% 252
2023
Q4 		$169M Buy
878,292
+142,940
+19% +$26.4M 4.61% 2
2023
Q3 		$126M Sell
735,352
-8,163
-1% -$1.5M 4.29% 3
2023
Q2 		$144M Buy
743,515
+23,289
+3% +$4.06M 4.76% 3
2023
Q1 		$119M Sell
720,226
-11,217
-2% -$1.66M 4.37% 3
2022
Q4 		$95M Buy
731,443
+9,742
+1% +$1.39M 3.8% 3
2022
Q3 		$100M Buy
721,701
+8,825
+1% +$1.39M 4.28% 2
2022
Q2 		$97.5M Buy
712,876
+2,709
+0.4% +$410K 4.01% 3
2022
Q1 		$124M Sell
710,167
-2,594
-0.4% -$436K 4.32% 3
2021
Q4 		$127M Buy
712,761
+12,197
+2% +$1.93M 4.11% 3
2021
Q3 		$99.1M Buy
+700,564
New +$103M 3.6% 3

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
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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Badgley Phelps Wealth Managers's AAPL Position: Q3 2026 in Review

Badgley Phelps Wealth Managers increased its Apple (AAPL) stake by 6.7% in Q3 2026, buying an estimated $18.5M and bringing the position to 918,925 shares worth $306M. The position accounts for 5.27% of the portfolio, ranked #3.

Badgley Phelps Wealth Managers first reported a position in AAPL in Q3 2021 and has held it in 21 quarters since. 2,914 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Badgley Phelps Wealth Managers held 918,925 shares of Apple worth $306M as of Q3 2026.
  • Badgley Phelps Wealth Managers bought 57,535 Apple shares in Q3 2026, an estimated $18.5M.
  • Apple made up 5.27% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #3 holding.
  • Badgley Phelps Wealth Managers first reported a position in Apple in Q3 2021 and has held it in 21 quarters since.
  • 2,914 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.