Client First Capital
AAPL icon

Client First Capital’s Apple AAPL Stock Holding History

Client First Capital’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 		$565K Hold
1,697
– – 0.22% 27
2026
Q2 		$491K Hold
1,697
– – 0.2% 21
2026
Q1 		$431K Sell
1,697
-30
-2% -$7.81K 0.19% 22
2025
Q4 		$470K Buy
1,727
+780
+82% +$209K 0.2% 23
2025
Q3 		$241K Buy
+947
New +$214K 0.11% 21

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Client First Capital's AAPL Position: Q3 2026 in Review

Client First Capital held its Apple (AAPL) position steady in Q3 2026 at 1,697 shares worth $565K. The position accounts for 0.22% of the portfolio, ranked #27.

Client First Capital first reported a position in AAPL in Q3 2025 and has held it in 5 quarters since. 3,225 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Client First Capital held 1,697 shares of Apple worth $565K as of Q3 2026.
  • Client First Capital left its Apple share count unchanged in Q3 2026.
  • Apple made up 0.22% of Client First Capital's portfolio in Q3 2026, its #27 holding.
  • Client First Capital first reported a position in Apple in Q3 2025 and has held it in 5 quarters since.
  • 3,225 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Client First Capital's 13F filing for Q3 2026, filed 22 Oct 2026.