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Crumly & Associates’s Apple AAPL Stock Holding History

Crumly & Associates’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 		$9.03M Buy
27,129
+1,685
+7% +$541K 1.6% 20
2026
Q2 		$7.36M Buy
25,444
+3,341
+15% +$956K 1.41% 23
2026
Q1 		$5.61M Buy
22,103
+3,130
+16% +$815K 1.18% 26
2025
Q4 		$5.16M Sell
18,973
-213
-1% -$57.2K 1.08% 30
2025
Q3 		$4.89M Buy
19,186
+164
+0.9% +$37K 1.07% 29
2025
Q2 		$3.9M Sell
19,022
-587
-3% -$119K 0.95% 31
2025
Q1 		$4.36M Buy
19,609
+186
+1% +$43.1K 1.2% 32
2024
Q4 		$4.86M Sell
19,423
-171
-0.9% -$40.3K 1.32% 27
2024
Q3 		$4.57M Buy
19,594
+826
+4% +$184K 1.26% 29
2024
Q2 		$3.95M Sell
18,768
-164
-0.9% -$30.6K 1.14% 26
2024
Q1 		$3.25M Buy
18,932
+569
+3% +$103K 0.85% 34
2023
Q4 		$3.54M Buy
18,363
+193
+1% +$35.6K 1.03% 31
2023
Q3 		$3.11M Buy
18,170
+89
+0.5% +$16.3K 1.22% 27
2023
Q2 		$3.51M Sell
18,081
-726
-4% -$127K 1.4% 25
2023
Q1 		$3.1M Buy
18,807
+613
+3% +$90.4K 1.35% 23
2022
Q4 		$2.36M Sell
18,194
-3,507
-16% -$501K 0.89% 26
2022
Q3 		$3M Sell
21,701
-7
-0% -$1.1K 1.24% 23
2022
Q2 		$2.97M Buy
21,708
+2,608
+14% +$395K 1.23% 24
2022
Q1 		$3.34M Buy
19,100
+1,369
+8% +$230K 1.25% 25
2021
Q4 		$3.07M Sell
17,731
-2,672
-13% -$422K 1.21% 21
2021
Q3 		$2.89M Buy
20,403
+776
+4% +$114K 1.34% 21
2021
Q2 		$2.69M Buy
19,627
+546
+3% +$70.7K 1.3% 22
2021
Q1 		$2.33M Sell
19,081
-3,040
-14% -$390K 1.36% 21
2020
Q4 		$3.08M Buy
22,121
+10
+0% +$1.2K 2.16% 17
2020
Q3 		$2.56M Sell
22,111
-665
-3% -$72.6K 2.19% 17
2020
Q2 		$2.08M Sell
22,776
-512
-2% -$39.7K 1.95% 13
2020
Q1 		$1.48M Buy
23,288
+4,816
+26% +$354K 1.82% 13
2019
Q4 		$1.36M Buy
+18,472
New +$1.19M 1.4% 19

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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Crumly & Associates's AAPL Position: Q3 2026 in Review

Crumly & Associates increased its Apple (AAPL) stake by 6.6% in Q3 2026, buying an estimated $541K and bringing the position to 27,129 shares worth $9.03M. The position accounts for 1.6% of the portfolio, ranked #20.

Crumly & Associates first reported a position in AAPL in Q4 2019 and has held it in 28 quarters since. 2,847 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Crumly & Associates held 27,129 shares of Apple worth $9.03M as of Q3 2026.
  • Crumly & Associates bought 1,685 Apple shares in Q3 2026, an estimated $541K.
  • Apple made up 1.6% of Crumly & Associates's portfolio in Q3 2026, its #20 holding.
  • Crumly & Associates first reported a position in Apple in Q4 2019 and has held it in 28 quarters since.
  • 2,847 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.