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COWA LLC’s Apple AAPL Stock Holding History

COWA LLC’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 		$13.5M Buy
40,545
+417
+1% +$134K 3.29% 8
2026
Q2 		$11.6M Sell
40,128
-3,065
-7% -$877K 2.91% 8
2026
Q1 		$13.7M Buy
43,193
+5,209
+14% +$1.36M 3.7% 7
2025
Q4 		$10.3M Buy
37,984
+1,105
+3% +$297K 3.14% 9
2025
Q3 		$9.39M Sell
36,879
-554
-1% -$125K 3.12% 9
2025
Q2 		$7.69M Buy
37,433
+1,612
+5% +$326K 2.93% 9
2025
Q1 		$12M Sell
35,821
-460
-1% -$107K 5.13% 4
2024
Q4 		$9.09M Sell
36,281
-978
-3% -$230K 4.19% 3
2024
Q3 		$8.68M Buy
37,259
+961
+3% +$215K 4.13% 4
2024
Q2 		$7.65M Buy
36,298
+2,715
+8% +$506K 4.08% 5
2024
Q1 		$5.76M Sell
33,583
-1,105
-3% -$201K 3.39% 8
2023
Q4 		$6.68M Sell
34,688
-281
-0.8% -$51.9K 4.16% 6
2023
Q3 		$5.99M Sell
34,969
-99
-0.3% -$18.2K 4.04% 7
2023
Q2 		$6.8M Sell
35,068
-88
-0.3% -$15.3K 4.48% 6
2023
Q1 		$5.8M Sell
35,156
-642
-2% -$94.7K 4.73% 4
2022
Q4 		$6.28M Sell
35,798
-9,125
-20% -$1.3M 3.9% 6
2022
Q3 		$6.21M Buy
44,923
+6,062
+16% +$951K 4.1% 4
2022
Q2 		$5.31M Sell
38,861
-1,833
-5% -$278K 3.06% 7
2022
Q1 		$7.11M Buy
40,694
+1,730
+4% +$291K 3.53% 6
2021
Q4 		$6.92M Sell
38,964
-3,878
-9% -$613K 3.48% 8
2021
Q3 		$6.06M Buy
+42,842
New +$6.31M 3.47% 8
2021
Q2 		– Sell
-45,283
Closed -$6.01M – 122
2021
Q1 		$6.01M Buy
45,283
+4,047
+10% +$519K 3.61% 6
2020
Q4 		$5.4M Buy
+41,236
New +$4.96M 4.11% 4

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

COWA LLC's AAPL Position: Q3 2026 in Review

COWA LLC increased its Apple (AAPL) stake by 1% in Q3 2026, buying an estimated $134K and bringing the position to 40,545 shares worth $13.5M. The position accounts for 3.29% of the portfolio, ranked #8.

COWA LLC first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.7M in Q1 2026. 3,364 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • COWA LLC held 40,545 shares of Apple worth $13.5M as of Q3 2026.
  • COWA LLC bought 417 Apple shares in Q3 2026, an estimated $134K.
  • Apple made up 3.29% of COWA LLC's portfolio in Q3 2026, its #8 holding.
  • COWA LLC first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • COWA LLC's Apple position peaked at $13.7M in Q1 2026.
  • 3,364 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on COWA LLC's 13F filing for Q3 2026, filed 30 Oct 2026.