Barlow Wealth Partners
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Barlow Wealth Partners’s Apple AAPL Stock Holding History

Barlow Wealth Partners’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 		$39.9M Buy
119,530
+1,884
+2% +$605K 4.11% 5
2026
Q2 		$36.9M Sell
117,646
-4,589
-4% -$1.31M 3.98% 5
2026
Q1 		$33M Buy
122,235
+89
+0.1% +$23.2K 3.67% 8
2025
Q4 		$31.7M Buy
122,146
+1,035
+0.9% +$278K 3.42% 8
2025
Q3 		$31.3M Buy
121,111
+834
+0.7% +$188K 3.48% 7
2025
Q2 		$25.6M Sell
120,277
-8,859
-7% -$1.79M 3.06% 7
2025
Q1 		$27M Buy
129,136
+9,722
+8% +$2.25M 3.55% 6
2024
Q4 		$28.4M Buy
119,414
+526
+0.4% +$124K 3.59% 6
2024
Q3 		$26.4M Buy
118,888
+524
+0.4% +$117K 3.45% 7
2024
Q2 		$25.9M Buy
118,364
+2,737
+2% +$510K 3.58% 4
2024
Q1 		$20.4M Sell
115,627
-682
-0.6% -$124K 2.78% 7
2023
Q4 		$22.4M Buy
+116,309
New +$21.5M 3.18% 4

Other funds holding AAPL

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
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Barlow Wealth Partners's AAPL Position: Q3 2026 in Review

Barlow Wealth Partners increased its Apple (AAPL) stake by 1.6% in Q3 2026, buying an estimated $605K and bringing the position to 119,530 shares worth $39.9M. The position accounts for 4.11% of the portfolio, ranked #5.

Barlow Wealth Partners first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. 1,959 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Barlow Wealth Partners held 119,530 shares of Apple worth $39.9M as of Q3 2026.
  • Barlow Wealth Partners bought 1,884 Apple shares in Q3 2026, an estimated $605K.
  • Apple made up 4.11% of Barlow Wealth Partners's portfolio in Q3 2026, its #5 holding.
  • Barlow Wealth Partners first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • 1,959 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.