C1AG
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Client 1st Advisory Group’s Apple AAPL Stock Holding History

Client 1st Advisory Group’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 		$4.88M Sell
14,659
-122
-0.8% -$39.2K 1.25% 22
2026
Q2 		$4.28M Buy
14,781
+1,087
+8% +$311K 1.11% 23
2026
Q1 		$3.48M Buy
13,694
+441
+3% +$115K 1.06% 22
2025
Q4 		$3.6M Buy
13,253
+276
+2% +$74.1K 1.13% 22
2025
Q3 		$3.3M Buy
12,977
+346
+3% +$78.2K 1.09% 21
2025
Q2 		$2.59M Buy
12,631
+100
+0.8% +$20.2K 0.94% 21
2025
Q1 		$2.78M Sell
12,531
-75
-0.6% -$17.4K 1.08% 19
2024
Q4 		$3.16M Sell
12,606
-370
-3% -$87.2K 1.21% 18
2024
Q3 		$3.02M Buy
12,976
+962
+8% +$215K 1.2% 16
2024
Q2 		$2.53M Sell
12,014
-904
-7% -$169K 1.09% 16
2024
Q1 		$2.22M Buy
12,918
+200
+2% +$36.4K 0.99% 18
2023
Q4 		$2.45M Sell
12,718
-90
-0.7% -$16.6K 1.19% 17
2023
Q3 		$2.19M Buy
12,808
+1,000
+8% +$183K 1.16% 20
2023
Q2 		$2.29M Sell
11,808
-106
-0.9% -$18.5K 1.21% 19
2023
Q1 		$1.96M Buy
11,914
+593
+5% +$87.5K 1.07% 20
2022
Q4 		$1.47M Buy
11,321
+1,001
+10% +$143K 0.86% 22
2022
Q3 		$1.43M Buy
10,320
+800
+8% +$126K 0.89% 20
2022
Q2 		$1.3M Buy
9,520
+1,454
+18% +$220K 0.77% 22
2022
Q1 		$1.41M Hold
8,066
– – 0.69% 24
2021
Q4 		$1.43M Buy
8,066
+1,688
+26% +$267K 0.7% 23
2021
Q3 		$902K Buy
6,378
+1,885
+42% +$278K 0.46% 32
2021
Q2 		$615K Buy
4,493
+276
+7% +$35.8K 0.32% 38
2021
Q1 		$515K Sell
4,217
-156
-4% -$20K 0.29% 41
2020
Q4 		$556K Hold
4,373
– – 0.36% 31
2020
Q3 		$523K Sell
4,373
-331
-7% -$36.1K 0.37% 31
2020
Q2 		$446K Sell
4,704
-632
-12% -$49K 0.37% 34
2020
Q1 		$339K Sell
5,336
-548
-9% -$40.3K 0.36% 38
2019
Q4 		$432K Buy
+5,884
New +$379K 0.43% 36

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Client 1st Advisory Group's AAPL Position: Q3 2026 in Review

Client 1st Advisory Group reduced its Apple (AAPL) stake by 0.83% in Q3 2026, selling an estimated $39.2K and leaving 14,659 shares worth $4.88M. The position accounts for 1.25% of the portfolio, ranked #22.

Client 1st Advisory Group first reported a position in AAPL in Q4 2019 and has held it in 28 quarters since. 1,372 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Client 1st Advisory Group held 14,659 shares of Apple worth $4.88M as of Q3 2026.
  • Client 1st Advisory Group sold 122 Apple shares in Q3 2026, an estimated $39.2K.
  • Apple made up 1.25% of Client 1st Advisory Group's portfolio in Q3 2026, its #22 holding.
  • Client 1st Advisory Group first reported a position in Apple in Q4 2019 and has held it in 28 quarters since.
  • 1,372 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.