Consilium Wealth Advisory
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Consilium Wealth Advisory’s Apple AAPL Stock Holding History

Consilium Wealth Advisory’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 		$25.1M Buy
75,246
+1,526
+2% +$490K 7.4% 3
2026
Q2 		$21.3M Sell
73,720
-3,674
-5% -$1.05M 6.33% 4
2026
Q1 		$19.6M Buy
77,394
+8,005
+12% +$2.08M 6.7% 3
2025
Q4 		$18.9M Buy
69,389
+140
+0.2% +$37.6K 6.96% 3
2025
Q3 		$17.6M Sell
69,249
-1,564
-2% -$353K 6.8% 4
2025
Q2 		$14.5M Sell
70,813
-508
-0.7% -$103K 6.13% 4
2025
Q1 		$15.8M Sell
71,321
-1,276
-2% -$296K 7.94% 3
2024
Q4 		$18.2M Sell
72,597
-108
-0.1% -$25.5K 8.67% 1
2024
Q3 		$16.9M Buy
72,705
+735
+1% +$164K 9.25% 2
2024
Q2 		$15.2M Buy
71,970
+4,009
+6% +$748K 8.28% 3
2024
Q1 		$11.7M Buy
67,961
+863
+1% +$157K 6.56% 3
2023
Q4 		$12.9M Sell
67,098
-659
-1% -$122K 7.77% 3
2023
Q3 		$11.6M Buy
67,757
+799
+1% +$147K 8.12% 3
2023
Q2 		$13M Buy
66,958
+2,067
+3% +$360K 9% 2
2023
Q1 		$10.7M Sell
64,891
-1,709
-3% -$252K 9.13% 2
2022
Q4 		$8.65M Sell
66,600
-2,376
-3% -$340K 7.38% 3
2022
Q3 		$9.5M Buy
68,976
+1,600
+2% +$251K 10.63% 1
2022
Q2 		$9.21M Buy
67,376
+656
+1% +$99.3K 9.92% 1
2022
Q1 		$11.6M Sell
66,720
-2,382
-3% -$401K 8.35% 2
2021
Q4 		$12.3M Buy
+69,102
New +$10.9M 7.95% 3

Other funds holding AAPL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 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

Consilium Wealth Advisory's AAPL Position: Q3 2026 in Review

Consilium Wealth Advisory increased its Apple (AAPL) stake by 2.1% in Q3 2026, buying an estimated $490K and bringing the position to 75,246 shares worth $25.1M. The position accounts for 7.4% of the portfolio, ranked #3.

Consilium Wealth Advisory first reported a position in AAPL in Q4 2021 and has held it in 20 quarters since. 3,506 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Consilium Wealth Advisory held 75,246 shares of Apple worth $25.1M as of Q3 2026.
  • Consilium Wealth Advisory bought 1,526 Apple shares in Q3 2026, an estimated $490K.
  • Apple made up 7.4% of Consilium Wealth Advisory's portfolio in Q3 2026, its #3 holding.
  • Consilium Wealth Advisory first reported a position in Apple in Q4 2021 and has held it in 20 quarters since.
  • 3,506 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.