Ball & Co Wealth Management
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Ball & Co Wealth Management’s Apple AAPL Stock Holding History

Ball & Co 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 		$918K Sell
2,755
-709
-20% -$228K 0.62% 15
2026
Q2 		$1M Buy
3,464
+604
+21% +$173K 0.71% 13
2026
Q1 		$726K Buy
2,860
+2
+0.1% +$521 0.61% 12
2025
Q4 		$777K Sell
2,858
-17
-0.6% -$4.56K 0.5% 17
2025
Q3 		$732K Sell
2,875
-81
-3% -$18.3K 0.49% 17
2025
Q2 		$606K Buy
2,956
+4
+0.1% +$808 0.65% 11
2025
Q1 		$655K Sell
2,952
-830
-22% -$192K 0.7% 12
2024
Q4 		$947K Buy
+3,782
New +$891K 0.75% 10

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Ball & Co Wealth Management's AAPL Position: Q3 2026 in Review

Ball & Co Wealth Management reduced its Apple (AAPL) stake by 20% in Q3 2026, selling an estimated $228K and leaving 2,755 shares worth $918K. The position accounts for 0.62% of the portfolio, ranked #15.

Ball & Co Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. The position peaked at $1M in Q2 2026. 4,411 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Ball & Co Wealth Management held 2,755 shares of Apple worth $918K as of Q3 2026.
  • Ball & Co Wealth Management sold 709 Apple shares in Q3 2026, an estimated $228K.
  • Apple made up 0.62% of Ball & Co Wealth Management's portfolio in Q3 2026, its #15 holding.
  • Ball & Co Wealth Management first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • Ball & Co Wealth Management's Apple position peaked at $1M in Q2 2026.
  • 4,411 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Ball & Co Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.