Bender Robert & Associates
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Bender Robert & Associates’s Apple AAPL Stock Holding History

Bender Robert & Associates’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
2024
Q3 		– Sell
-417,468
Closed -$87.9M – 40
2024
Q2 		$87.9M Buy
+417,468
New +$77.9M 19.31% 1

Other funds holding AAPL

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bender Robert & Associates's AAPL Position: Q3 2026 in Review

Bender Robert & Associates reduced its Apple (AAPL) stake by 7.2% in Q3 2026, selling an estimated $5.93M and leaving 238,711 shares worth $79.5M. The position accounts for 15.15% of the portfolio, ranked #2.

Bender Robert & Associates first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $94.6M in Q3 2024. 3,697 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Bender Robert & Associates held 238,711 shares of Apple worth $79.5M as of Q3 2026.
  • Bender Robert & Associates sold 18,456 Apple shares in Q3 2026, an estimated $5.93M.
  • Apple made up 15.15% of Bender Robert & Associates's portfolio in Q3 2026, its #2 holding.
  • Bender Robert & Associates first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
  • Bender Robert & Associates's Apple position peaked at $94.6M in Q3 2024.
  • 3,697 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Bender Robert & Associates's 13F filing for Q3 2026, filed 21 Oct 2026.