Curtis Advisory Group
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Curtis Advisory Group’s Apple AAPL Stock Holding History

Curtis Advisory 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 		$4.48M Sell
13,449
-114
-0.8% -$36.6K 0.83% 32
2026
Q2 		$3.92M Buy
13,563
+2
+0% +$572 0.76% 33
2026
Q1 		$3.44M Sell
13,561
-181
-1% -$47.1K 0.74% 33
2025
Q4 		$3.74M Sell
13,742
-113
-0.8% -$30.3K 0.78% 32
2025
Q3 		$3.53M Buy
13,855
+1,289
+10% +$291K 0.8% 30
2025
Q2 		$2.58M Buy
12,566
+36
+0.3% +$7.27K 0.65% 31
2025
Q1 		$2.78M Sell
12,530
-172
-1% -$39.8K 0.82% 28
2024
Q4 		$3.18M Sell
12,702
-359
-3% -$84.6K 0.84% 27
2024
Q3 		$3.04M Buy
13,061
+62
+0.5% +$13.8K 0.86% 27
2024
Q2 		$2.74M Buy
12,999
+78
+0.6% +$14.5K 0.97% 27
2024
Q1 		$2.22M Sell
12,921
-32,751
-72% -$5.96M 0.86% 27
2023
Q4 		$8.79M Sell
45,672
-670
-1% -$124K 4.01% 6
2023
Q3 		$7.93M Buy
46,342
+5,135
+12% +$942K 2.64% 9
2023
Q2 		$7.99M Buy
41,207
+313
+0.8% +$54.5K 2.56% 9
2023
Q1 		$6.74M Sell
40,894
-2,533
-6% -$374K 2.46% 9
2022
Q4 		$5.64M Hold
43,427
– – 2.26% 12
2022
Q3 		$6M Sell
43,427
-111
-0.3% -$17.4K 2.47% 12
2022
Q2 		$5.95M Sell
43,538
-357
-0.8% -$54.1K 2.36% 12
2022
Q1 		$7.66M Buy
43,895
+10
+0% +$1.68K 2.59% 9
2021
Q4 		$7.79M Sell
43,885
-13,301
-23% -$2.1M 2.56% 10
2021
Q3 		$8.09M Sell
57,186
-223
-0.4% -$32.8K 2.94% 9
2021
Q2 		$7.86M Sell
57,409
-300
-0.5% -$38.9K 3.41% 7
2021
Q1 		$7.05M Buy
57,709
+4,513
+8% +$579K 3.12% 7
2020
Q4 		$7.06M Sell
53,196
-38,290
-42% -$4.61M 3.44% 6
2020
Q3 		$10.6M Sell
91,486
-106
-0.1% -$11.6K 6.25% 4
2020
Q2 		$8.35M Buy
91,592
+276
+0.3% +$21.4K 5.99% 4
2020
Q1 		$5.8M Buy
91,316
+1,240
+1% +$91.2K 3.83% 9
2019
Q4 		$6.61M Buy
+90,076
New +$5.79M 3.8% 9

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Curtis Advisory Group's AAPL Position: Q3 2026 in Review

Curtis Advisory Group reduced its Apple (AAPL) stake by 0.84% in Q3 2026, selling an estimated $36.6K and leaving 13,449 shares worth $4.48M. The position accounts for 0.83% of the portfolio, ranked #32.

Curtis Advisory Group first reported a position in AAPL in Q4 2019 and has held it in 28 quarters since. The position peaked at $10.6M in Q3 2020. 4,148 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Curtis Advisory Group held 13,449 shares of Apple worth $4.48M as of Q3 2026.
  • Curtis Advisory Group sold 114 Apple shares in Q3 2026, an estimated $36.6K.
  • Apple made up 0.83% of Curtis Advisory Group's portfolio in Q3 2026, its #32 holding.
  • Curtis Advisory Group first reported a position in Apple in Q4 2019 and has held it in 28 quarters since.
  • Curtis Advisory Group's Apple position peaked at $10.6M in Q3 2020.
  • 4,148 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Curtis Advisory Group's 13F filing for Q3 2026, filed 28 Oct 2026.