Bennett Associates Wealth Management’s Apple AAPL Stock Holding History

Bennett Associates 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	$1.85M	Buy	5,549 +800	+17%	+$257K	1.12%	17
2026 Q2	$1.37M	Buy	4,749 +1,301	+38%	+$372K	0.85%	19
2026 Q1	$875K	Buy	3,448 +568	+20%	+$148K	0.59%	23
2025 Q4	$783K	Buy	2,880 +1,174	+69%	+$315K	0.54%	24
2025 Q3	$434K	Sell	1,706 -55	-3%	-$12.4K	0.32%	31
2025 Q2	$361K	Buy	1,761 +228	+15%	+$46K	0.28%	34
2025 Q1	$341K	Sell	1,533 -2	-0.1%	-$463	0.28%	33
2024 Q4	$384K	Buy	+1,535	New	+$362K	0.32%	31
2024 Q2	–	Sell	-1,917	Closed	-$329K	–	42
2024 Q1	$329K	Buy	+1,917	New	+$349K	0.3%	35

Other funds holding AAPL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bennett Associates Wealth Management's AAPL Position: Q3 2026 in Review

Bennett Associates Wealth Management increased its Apple (AAPL) stake by 17% in Q3 2026, buying an estimated $257K and bringing the position to 5,549 shares worth $1.85M. The position accounts for 1.12% of the portfolio, ranked #17.

Bennett Associates Wealth Management first reported a position in AAPL in Q1 2024 and has held it in 9 quarters since. 3,899 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Bennett Associates Wealth Management held 5,549 shares of Apple worth $1.85M as of Q3 2026.
Bennett Associates Wealth Management bought 800 Apple shares in Q3 2026, an estimated $257K.
Apple made up 1.12% of Bennett Associates Wealth Management's portfolio in Q3 2026, its #17 holding.
Bennett Associates Wealth Management first reported a position in Apple in Q1 2024 and has held it in 9 quarters since.
3,899 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.