Brian Low Financial Group
AAPL icon

Brian Low Financial Group’s Apple AAPL Stock Holding History

Brian Low Financial Group’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 		$7.57M Buy
22,720
+478
+2% +$154K 4.22% 3
2026
Q2 		$6.44M Buy
22,242
+1,608
+8% +$460K 3.75% 3
2026
Q1 		$5.24M Buy
20,634
+1,839
+10% +$479K 3.56% 4
2025
Q4 		$5.11M Sell
18,795
-1,064
-5% -$286K 3.62% 4
2025
Q3 		$5.06M Buy
19,859
+2,702
+16% +$610K 3.92% 4
2025
Q2 		$3.52M Buy
+17,157
New +$3.46M 3.3% 4

Other funds holding AAPL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Brian Low Financial Group's AAPL Position: Q3 2026 in Review

Brian Low Financial Group increased its Apple (AAPL) stake by 2.1% in Q3 2026, buying an estimated $154K and bringing the position to 22,720 shares worth $7.57M. The position accounts for 4.22% of the portfolio, ranked #3.

Brian Low Financial Group first reported a position in AAPL in Q2 2025 and has held it in 6 quarters since. 4,963 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Brian Low Financial Group held 22,720 shares of Apple worth $7.57M as of Q3 2026.
  • Brian Low Financial Group bought 478 Apple shares in Q3 2026, an estimated $154K.
  • Apple made up 4.22% of Brian Low Financial Group's portfolio in Q3 2026, its #3 holding.
  • Brian Low Financial Group first reported a position in Apple in Q2 2025 and has held it in 6 quarters since.
  • 4,963 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Brian Low Financial Group's 13F filing for Q3 2026, filed 28 Oct 2026.