Brown Wealth Management’s Apple AAPL Stock Holding History

Brown 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	$6.78M	Buy	20,365 +402	+2%	+$129K	1.49%	16
2026 Q2	$5.78M	Buy	19,963 +835	+4%	+$239K	1.29%	19
2026 Q1	$4.85M	Buy	19,128 +1,245	+7%	+$324K	1.25%	22
2025 Q4	$4.86M	Buy	17,883 +2,254	+14%	+$605K	1.28%	23
2025 Q3	$3.98M	Buy	15,629 +2,522	+19%	+$570K	1.12%	26
2025 Q2	$2.69M	Buy	13,107 +1,201	+10%	+$243K	0.84%	28
2025 Q1	$2.64M	Buy	11,906 +3,463	+41%	+$802K	0.91%	29
2024 Q4	$2.11M	Buy	8,443 +380	+5%	+$89.6K	0.75%	28
2024 Q3	$1.88M	Buy	8,063 +606	+8%	+$135K	0.68%	29
2024 Q2	$1.57M	Buy	7,457 +48	+0.6%	+$8.95K	0.63%	32
2024 Q1	$1.27M	Buy	7,409 +8	+0.1%	+$1.46K	0.53%	33
2023 Q4	$1.42M	Buy	7,401 +2	+0%	+$369	0.63%	31
2023 Q3	$1.27M	Sell	7,399 -710	-9%	-$130K	0.6%	33
2023 Q2	$1.57M	Buy	+8,109	New	+$1.41M	0.81%	31

Other funds holding AAPL

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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

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

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 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

Brown Wealth Management's AAPL Position: Q3 2026 in Review

Brown Wealth Management increased its Apple (AAPL) stake by 2% in Q3 2026, buying an estimated $129K and bringing the position to 20,365 shares worth $6.78M. The position accounts for 1.49% of the portfolio, ranked #16.

Brown Wealth Management first reported a position in AAPL in Q2 2023 and has held it in 14 quarters since. 2,063 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Brown Wealth Management held 20,365 shares of Apple worth $6.78M as of Q3 2026.
Brown Wealth Management bought 402 Apple shares in Q3 2026, an estimated $129K.
Apple made up 1.49% of Brown Wealth Management's portfolio in Q3 2026, its #16 holding.
Brown Wealth Management first reported a position in Apple in Q2 2023 and has held it in 14 quarters since.
2,063 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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