Cove Private Wealth’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$52.9M Buy
158,713
+3,081
+2% +$990K 9.27% 1
2026
Q2
$45M Buy
155,632
+20,923
+16% +$5.98M 8.7% 1
2026
Q1
$34.2M Buy
134,709
+16,122
+14% +$4.2M 7.76% 2
2025
Q4
$32.2M Buy
118,587
+6,590
+6% +$1.77M 9.6% 1
2025
Q3
$28.5M Buy
111,997
+1,080
+1% +$244K 9.03% 2
2025
Q2
$22.8M Buy
110,917
+36,631
+49% +$7.4M 8.02% 3
2025
Q1
$16.5M Buy
74,286
+12,277
+20% +$2.84M 8.68% 1
2024
Q4
$15.5M Buy
62,009
+10,085
+19% +$2.38M 9.33% 2
2024
Q3
$12.1M Sell
51,924
-117
-0.2% -$26.1K 9.39% 2
2024
Q2
$11M Hold
52,041
– – 8.76% 3
2024
Q1
$8.92M Buy
52,041
+10
+0% +$1.82K 7.62% 3
2023
Q4
$10M Buy
+52,031
New +$9.6M 9.5% 1

Other funds holding AAPL

Cove Private Wealth's AAPL Position: Q3 2026 in Review

Cove Private Wealth increased its Apple (AAPL) stake by 2% in Q3 2026, buying an estimated $990K and bringing the position to 158,713 shares worth $52.9M. The position accounts for 9.27% of the portfolio, ranked #1.

Cove Private Wealth first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. 2,914 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Cove Private Wealth held 158,713 shares of Apple worth $52.9M as of Q3 2026.
  • Cove Private Wealth bought 3,081 Apple shares in Q3 2026, an estimated $990K.
  • Apple made up 9.27% of Cove Private Wealth's portfolio in Q3 2026, its #1 holding.
  • Cove Private Wealth first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • 2,914 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.