Broadway Wealth Solutions
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Broadway Wealth Solutions’s Apple AAPL Stock Holding History

Broadway Wealth Solutions’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 		$3.26M Buy
9,780
+4
+0% +$1.28K 1.46% 14
2026
Q2 		$2.83M Buy
9,776
+1,497
+18% +$428K 1.32% 14
2026
Q1 		$2.1M Sell
8,279
-217
-3% -$56.5K 1.09% 15
2025
Q4 		$2.31M Sell
8,496
-908
-10% -$244K 1.23% 15
2025
Q3 		$2.39M Buy
9,404
+11
+0.1% +$2.48K 1.34% 13
2025
Q2 		$1.93M Buy
9,393
+1,081
+13% +$218K 1.2% 15
2025
Q1 		$1.85M Buy
8,312
+1,810
+28% +$419K 1.35% 12
2024
Q4 		$1.63M Buy
+6,502
New +$1.53M 1.23% 14

Other funds holding AAPL

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
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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Broadway Wealth Solutions's AAPL Position: Q3 2026 in Review

Broadway Wealth Solutions increased its Apple (AAPL) stake by 0.04% in Q3 2026, buying an estimated $1.28K and bringing the position to 9,780 shares worth $3.26M. The position accounts for 1.46% of the portfolio, ranked #14.

Broadway Wealth Solutions first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 1,958 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Broadway Wealth Solutions held 9,780 shares of Apple worth $3.26M as of Q3 2026.
  • Broadway Wealth Solutions bought 4 Apple shares in Q3 2026, an estimated $1.28K.
  • Apple made up 1.46% of Broadway Wealth Solutions's portfolio in Q3 2026, its #14 holding.
  • Broadway Wealth Solutions first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 1,958 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.