Cedar Mountain Advisors
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Cedar Mountain Advisors’s Apple AAPL Stock Holding History

Cedar Mountain 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 		$3.49M Buy
10,487
+34
+0.3% +$10.9K 0.59% 29
2026
Q2 		$3.02M Buy
10,453
+330
+3% +$94.4K 0.52% 26
2026
Q1 		$2.57M Buy
10,123
+794
+9% +$207K 0.5% 28
2025
Q4 		$2.54M Buy
9,329
+4
+0% +$1.07K 0.49% 27
2025
Q3 		$2.37M Buy
9,325
+845
+10% +$191K 0.46% 28
2025
Q2 		$1.74M Sell
8,480
-277
-3% -$55.9K 0.36% 27
2025
Q1 		$1.95M Sell
8,757
-235
-3% -$54.4K 0.44% 25
2024
Q4 		$2.25M Sell
8,992
-280
-3% -$66K 0.49% 25
2024
Q3 		$2.16M Sell
9,272
-279
-3% -$62.3K 0.49% 24
2024
Q2 		$2.01M Sell
9,551
-56
-0.6% -$10.4K 0.5% 23
2024
Q1 		$1.65M Sell
9,607
-256
-3% -$46.5K 0.41% 23
2023
Q4 		$1.9M Buy
9,863
+16
+0.2% +$2.95K 0.51% 22
2023
Q3 		$1.69M Buy
9,847
+241
+3% +$44.2K 0.5% 22
2023
Q2 		$1.86M Sell
9,606
-245
-2% -$42.7K 0.53% 22
2023
Q1 		$1.62M Buy
9,851
+6
+0.1% +$885 0.49% 22
2022
Q4 		$1.28M Sell
9,845
-59
-0.6% -$8.43K 0.4% 22
2022
Q3 		$1.37M Sell
9,904
-58
-0.6% -$9.1K 0.46% 21
2022
Q2 		$1.36M Buy
9,962
+521
+6% +$78.9K 0.47% 20
2022
Q1 		$1.65M Buy
9,441
+508
+6% +$85.4K 0.49% 18
2021
Q4 		$1.59M Buy
8,933
+6
+0.1% +$948 0.49% 15
2021
Q3 		$1.26M Buy
8,927
+2,039
+30% +$300K 0.42% 16
2021
Q2 		$943K Buy
6,888
+343
+5% +$44.4K 0.31% 18
2021
Q1 		$799K Buy
6,545
+3
+0% +$385 0.27% 20
2020
Q4 		$868K Buy
6,542
+752
+13% +$90.5K 0.31% 18
2020
Q3 		$671K Buy
5,790
+174
+3% +$19K 0.27% 21
2020
Q2 		$512K Buy
5,616
+500
+10% +$38.7K 0.22% 21
2020
Q1 		$325K Buy
5,116
+4
+0.1% +$294 0.16% 22
2019
Q4 		$375K Buy
+5,112
New +$329K 0.15% 24

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

Cedar Mountain Advisors's AAPL Position: Q3 2026 in Review

Cedar Mountain Advisors increased its Apple (AAPL) stake by 0.33% in Q3 2026, buying an estimated $10.9K and bringing the position to 10,487 shares worth $3.49M. The position accounts for 0.59% of the portfolio, ranked #29.

Cedar Mountain Advisors first reported a position in AAPL in Q4 2019 and has held it in 28 quarters since. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Cedar Mountain Advisors held 10,487 shares of Apple worth $3.49M as of Q3 2026.
  • Cedar Mountain Advisors bought 34 Apple shares in Q3 2026, an estimated $10.9K.
  • Apple made up 0.59% of Cedar Mountain Advisors's portfolio in Q3 2026, its #29 holding.
  • Cedar Mountain Advisors first reported a position in Apple in Q4 2019 and has held it in 28 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.