Canvas Wealth Advisors
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Canvas Wealth Advisors’s Apple AAPL Stock Holding History

Canvas Wealth Advisors’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 		$36.4M Sell
104,412
-2,480
-2% -$797K 4.8% 3
2026
Q2 		$30.9M Buy
106,892
+1,372
+1% +$392K 4.31% 4
2026
Q1 		$26.8M Sell
105,520
-584
-0.6% -$152K 4.55% 4
2025
Q4 		$28.8M Sell
106,104
-1,108
-1% -$297K 4.9% 4
2025
Q3 		$27.7M Buy
107,212
+1,635
+2% +$369K 5.03% 4
2025
Q2 		$22.6M Buy
105,577
+1,876
+2% +$379K 4.46% 5
2025
Q1 		$20.7M Buy
103,701
+1,581
+2% +$366K 5.32% 2
2024
Q4 		$25.6M Sell
102,120
-1,476
-1% -$348K 6.42% 1
2024
Q3 		$24.1M Buy
103,596
+11,727
+13% +$2.62M 6.67% 1
2024
Q2 		$20.1M Sell
91,869
-1,219
-1% -$227K 6.22% 2
2024
Q1 		$15.6M Buy
93,088
+4,330
+5% +$787K 5.26% 3
2023
Q4 		$16.5M Sell
88,758
-2,173
-2% -$401K 6% 3
2023
Q3 		$15.7M Sell
90,931
-601
-0.7% -$110K 6.46% 3
2023
Q2 		$17.6M Sell
91,532
-2,306
-2% -$402K 6.55% 3
2023
Q1 		$15.8M Sell
93,838
-11,995
-11% -$1.77M 6.64% 3
2022
Q4 		$14.3M Buy
105,833
+1,019
+1% +$146K 5.98% 3
2022
Q3 		$15.7M Sell
104,814
-34,076
-25% -$5.35M 6.67% 3
2022
Q2 		$19M Buy
138,890
+5,375
+4% +$814K 7.64% 1
2022
Q1 		$21.3M Buy
133,515
+4,775
+4% +$803K 7.77% 1
2021
Q4 		$22.9M Sell
128,740
-4,709
-4% -$744K 8.23% 1
2021
Q3 		$18.9M Sell
133,449
-214
-0.2% -$31.5K 7.71% 1
2021
Q2 		$18.3M Buy
133,663
+11,925
+10% +$1.55M 8.21% 1
2021
Q1 		$16M Buy
+121,738
New +$15.6M 9.32% 1

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Canvas Wealth Advisors's AAPL Position: Q3 2026 in Review

Canvas Wealth Advisors reduced its Apple (AAPL) stake by 2.3% in Q3 2026, selling an estimated $797K and leaving 104,412 shares worth $36.4M. The position accounts for 4.8% of the portfolio, ranked #3.

Canvas Wealth Advisors first reported a position in AAPL in Q1 2021 and has held it in 23 quarters since. 4,147 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Canvas Wealth Advisors held 104,412 shares of Apple worth $36.4M as of Q3 2026.
  • Canvas Wealth Advisors sold 2,480 Apple shares in Q3 2026, an estimated $797K.
  • Apple made up 4.8% of Canvas Wealth Advisors's portfolio in Q3 2026, its #3 holding.
  • Canvas Wealth Advisors first reported a position in Apple in Q1 2021 and has held it in 23 quarters since.
  • 4,147 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Canvas Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.