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

Cornerstone 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 		$1.83M Sell
5,505
-69
-1% -$22.2K 0.38% 21
2026
Q2 		$1.61M Buy
5,574
+149
+3% +$42.6K 0.34% 23
2026
Q1 		$1.38M Sell
5,425
-1,259
-19% -$328K 0.32% 24
2025
Q4 		$1.82M Sell
6,684
-155
-2% -$41.6K 0.42% 20
2025
Q3 		$1.74M Buy
6,839
+265
+4% +$59.9K 0.42% 21
2025
Q2 		$1.35M Sell
6,574
-2,703
-29% -$546K 0.35% 25
2025
Q1 		$2.06M Sell
9,277
-90
-1% -$20.8K 0.57% 20
2024
Q4 		$2.35M Buy
9,367
+4
+0% +$943 0.64% 19
2024
Q3 		$2.18M Buy
9,363
+505
+6% +$113K 0.61% 19
2024
Q2 		$1.87M Sell
8,858
-202
-2% -$37.7K 0.56% 20
2024
Q1 		$1.55M Hold
9,060
– – 0.48% 23
2023
Q4 		$1.74M Hold
9,060
– – 0.56% 21
2023
Q3 		$1.55M Buy
9,060
+111
+1% +$20.4K 0.55% 24
2023
Q2 		$1.74M Buy
8,949
+4,388
+96% +$765K 0.6% 22
2023
Q1 		$752K Buy
4,561
+200
+5% +$29.5K 0.27% 28
2022
Q4 		$567K Hold
4,361
– – 0.22% 30
2022
Q3 		$603K Hold
4,361
– – 0.24% 29
2022
Q2 		$596K Hold
4,361
– – 0.23% 30
2022
Q1 		$761K Sell
4,361
-163
-4% -$27.4K 0.26% 28
2021
Q4 		$803K Buy
4,524
+566
+14% +$89.4K 0.27% 27
2021
Q3 		$560K Sell
3,958
-100
-2% -$14.7K 0.2% 27
2021
Q2 		$557K Hold
4,058
– – 0.2% 27
2021
Q1 		$496K Buy
+4,058
New +$521K 0.19% 28

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

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

Cornerstone Wealth Advisors reduced its Apple (AAPL) stake by 1.2% in Q3 2026, selling an estimated $22.2K and leaving 5,505 shares worth $1.83M. The position accounts for 0.38% of the portfolio, ranked #21.

Cornerstone Wealth Advisors first reported a position in AAPL in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.35M in Q4 2024. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Cornerstone Wealth Advisors held 5,505 shares of Apple worth $1.83M as of Q3 2026.
  • Cornerstone Wealth Advisors sold 69 Apple shares in Q3 2026, an estimated $22.2K.
  • Apple made up 0.38% of Cornerstone Wealth Advisors's portfolio in Q3 2026, its #21 holding.
  • Cornerstone Wealth Advisors first reported a position in Apple in Q1 2021 and has held it in 23 quarters since.
  • Cornerstone Wealth Advisors's Apple position peaked at $2.35M in Q4 2024.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.