Briaud Financial Planning
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Briaud Financial Planning’s Apple AAPL Stock Holding History

Briaud Financial Planning’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 		$4.01M Buy
12,047
+442
+4% +$142K 0.89% 8
2026
Q2 		$3.36M Buy
11,605
+1,844
+19% +$527K 0.88% 7
2026
Q1 		$2.48M Sell
9,761
-478
-5% -$124K 0.65% 8
2025
Q4 		$2.78M Buy
10,239
+325
+3% +$87.2K 0.69% 7
2025
Q3 		$2.52M Sell
9,914
-532
-5% -$120K 0.82% 7
2025
Q2 		$2.14M Buy
10,446
+80
+0.8% +$16.2K 0.85% 7
2025
Q1 		$2.3M Buy
10,366
+45
+0.4% +$10.4K 0.91% 6
2024
Q4 		$2.58M Buy
10,321
+3,865
+60% +$911K 1.05% 6
2024
Q3 		$1.5M Hold
6,456
– – 0.78% 8
2024
Q2 		$1.36M Buy
6,456
+999
+18% +$186K 0.78% 8
2024
Q1 		$936K Buy
+5,457
New +$992K 0.53% 9
2023
Q4 		– Sell
-5,680
Closed -$972K – 10
2023
Q3 		$972K Hold
5,680
– – 0.79% 11
2023
Q2 		$1.1M Buy
5,680
+452
+9% +$78.8K 1.04% 10
2023
Q1 		$862K Buy
5,228
+560
+12% +$82.6K 0.82% 11
2022
Q4 		$606K Sell
4,668
-647
-12% -$92.5K 0.49% 11
2022
Q3 		$827K Buy
5,315
+619
+13% +$97.2K 0.74% 10
2022
Q2 		$642K Hold
4,696
– – 0.42% 12
2022
Q1 		$819K Buy
4,696
+544
+13% +$91.5K 0.47% 12
2021
Q4 		$737K Hold
4,152
– – 0.4% 12
2021
Q3 		$587K Hold
4,152
– – 0.39% 11
2021
Q2 		$568K Hold
4,152
– – 0.38% 11
2021
Q1 		$507K Buy
4,152
+4,019
+3,022% +$516K 0.37% 11
2020
Q4 		$515K Sell
133
-3,755
-97% -$452K 0.33% 11
2020
Q3 		$450K Hold
3,888
– – 0.33% 11
2020
Q2 		$354K Buy
3,888
+200
+5% +$15.5K 0.27% 11
2020
Q1 		$234K Sell
3,688
-472
-11% -$34.7K 0.34% 11
2019
Q4 		$306K Buy
+4,160
New +$268K 0.31% 15

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Briaud Financial Planning's AAPL Position: Q3 2026 in Review

Briaud Financial Planning increased its Apple (AAPL) stake by 3.8% in Q3 2026, buying an estimated $142K and bringing the position to 12,047 shares worth $4.01M. The position accounts for 0.89% of the portfolio, ranked #8.

Briaud Financial Planning first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 2,398 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Briaud Financial Planning held 12,047 shares of Apple worth $4.01M as of Q3 2026.
  • Briaud Financial Planning bought 442 Apple shares in Q3 2026, an estimated $142K.
  • Apple made up 0.89% of Briaud Financial Planning's portfolio in Q3 2026, its #8 holding.
  • Briaud Financial Planning first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 2,398 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Briaud Financial Planning's 13F filing for Q3 2026, filed 20 Oct 2026.