Benchmark Financial
AAPL icon

Benchmark Financial’s Apple AAPL Stock Holding History

Benchmark Financial’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 		$703K Buy
2,110
+1
+0% +$321 0.54% 34
2026
Q2 		$610K Buy
2,109
+100
+5% +$28.6K 0.5% 34
2026
Q1 		$510K Hold
2,009
– – 0.46% 32
2025
Q4 		$546K Buy
+2,009
New +$539K 0.54% 32

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

Benchmark Financial's AAPL Position: Q3 2026 in Review

Benchmark Financial increased its Apple (AAPL) stake by 0.05% in Q3 2026, buying an estimated $321 and bringing the position to 2,110 shares worth $703K. The position accounts for 0.54% of the portfolio, ranked #34.

Benchmark Financial first reported a position in AAPL in Q4 2025 and has held it in 4 quarters since. 3,977 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Benchmark Financial held 2,110 shares of Apple worth $703K as of Q3 2026.
  • Benchmark Financial bought 1 Apple share in Q3 2026, an estimated $321.
  • Apple made up 0.54% of Benchmark Financial's portfolio in Q3 2026, its #34 holding.
  • Benchmark Financial first reported a position in Apple in Q4 2025 and has held it in 4 quarters since.
  • 3,977 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Benchmark Financial's 13F filing for Q3 2026, filed 16 Oct 2026.