Crown Wealth Group
AAPL icon

Crown Wealth Group’s Apple AAPL Stock Holding History

Crown Wealth Group’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 		$10.5M Sell
31,425
-4,808
-13% -$1.54M 2.59% 11
2026
Q2 		$10.5M Buy
36,233
+3,335
+10% +$954K 2.67% 11
2026
Q1 		$8.35M Buy
32,898
+1,069
+3% +$278K 2.45% 11
2025
Q4 		$8.65M Buy
31,829
+2,414
+8% +$648K 2.42% 11
2025
Q3 		$7.49M Buy
29,415
+1,315
+5% +$297K 2.25% 14
2025
Q2 		$5.77M Sell
28,100
-481
-2% -$97.1K 2.17% 13
2025
Q1 		$6.35M Sell
28,581
-1,072
-4% -$248K 3.29% 8
2024
Q4 		$7.43M Buy
29,653
+567
+2% +$134K 3.02% 8
2024
Q3 		$6.78M Buy
29,086
+62
+0.2% +$13.8K 2.95% 9
2024
Q2 		$6.11M Sell
29,024
-973
-3% -$181K 3.05% 10
2024
Q1 		$5.14M Buy
29,997
+2,137
+8% +$389K 2.65% 10
2023
Q4 		$5.36M Buy
27,860
+55
+0.2% +$10.2K 3.23% 9
2023
Q3 		$4.76M Buy
27,805
+165
+0.6% +$30.3K 3.58% 8
2023
Q2 		$5.36M Sell
27,640
-1,263
-4% -$220K 4.23% 8
2023
Q1 		$4.77M Sell
28,903
-1,741
-6% -$257K 3.99% 8
2022
Q4 		$3.98M Buy
30,644
+422
+1% +$60.3K 3.74% 9
2022
Q3 		$4.18M Buy
30,222
+806
+3% +$127K 4.28% 7
2022
Q2 		$4.02M Buy
29,416
+1,395
+5% +$211K 3.65% 6
2022
Q1 		$4.89M Buy
28,021
+24,692
+742% +$4.15M 3.41% 9
2021
Q4 		$591K Buy
+3,329
New +$526K 0.55% 40

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
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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Crown Wealth Group's AAPL Position: Q3 2026 in Review

Crown Wealth Group reduced its Apple (AAPL) stake by 13% in Q3 2026, selling an estimated $1.54M and leaving 31,425 shares worth $10.5M. The position accounts for 2.59% of the portfolio, ranked #11.

Crown Wealth Group first reported a position in AAPL in Q4 2021 and has held it in 20 quarters since. The position peaked at $10.5M in Q2 2026. 2,771 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Crown Wealth Group held 31,425 shares of Apple worth $10.5M as of Q3 2026.
  • Crown Wealth Group sold 4,808 Apple shares in Q3 2026, an estimated $1.54M.
  • Apple made up 2.59% of Crown Wealth Group's portfolio in Q3 2026, its #11 holding.
  • Crown Wealth Group first reported a position in Apple in Q4 2021 and has held it in 20 quarters since.
  • Crown Wealth Group's Apple position peaked at $10.5M in Q2 2026.
  • 2,771 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.