Breakthru Advisory Services’s Apple AAPL Stock Holding History

Breakthru Advisory Services’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	$266K	Buy	+800	New	+$257K	0.9%	16
2026 Q2	–	Sell	-11,806	Closed	-$3M	–	15
2026 Q1	$3M	Sell	11,806 -764	-6%	-$199K	4.8%	6
2025 Q4	$3.42M	Buy	12,570 +376	+3%	+$101K	2.18%	14
2025 Q3	$3.1M	Buy	+12,194	New	+$2.75M	2.04%	14
2025 Q1	–	Sell	-11,719	Closed	-$2.93M	–	10
2024 Q4	$2.93M	Buy	+11,719	New	+$2.76M	2.66%	11

Other funds holding AAPL

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Breakthru Advisory Services's AAPL Position: Q3 2026 in Review

Breakthru Advisory Services opened a new position in Apple (AAPL) in Q3 2026: 800 shares worth $266K. The stake represents 0.9% of the portfolio and ranks #16 among its holdings. This is a return to the name: Breakthru Advisory Services previously reported a position in AAPL as recently as Q1 2026.

Breakthru Advisory Services first reported a position in AAPL in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.42M in Q4 2025. 1,173 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Breakthru Advisory Services held 800 shares of Apple worth $266K as of Q3 2026.
Apple was a new Breakthru Advisory Services position in Q3 2026.
Apple made up 0.9% of Breakthru Advisory Services's portfolio in Q3 2026, its #16 holding.
Breakthru Advisory Services first reported a position in Apple in Q4 2024 and has held it in 5 quarters since.
Breakthru Advisory Services's Apple position peaked at $3.42M in Q4 2025.
1,173 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Breakthru Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.