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CWC Advisors’s Apple AAPL Stock Holding History

CWC Advisors’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 		$10.1M Buy
30,455
+4,651
+18% +$1.49M 4.72% 1
2026
Q2 		$7.47M Sell
25,804
-149
-0.6% -$42.6K 3.31% 3
2026
Q1 		$6.59M Sell
25,953
-253
-1% -$65.8K 3.13% 5
2025
Q4 		$7.12M Sell
26,206
-898
-3% -$241K 3.44% 3
2025
Q3 		$6.9M Buy
27,104
+60
+0.2% +$13.6K 3.38% 3
2025
Q2 		$5.55M Sell
27,044
-968
-3% -$195K 2.87% 8
2025
Q1 		$6.22M Buy
28,012
+4,395
+19% +$1.02M 3.54% 5
2024
Q4 		$5.91M Sell
23,617
-1,090
-4% -$257K 5.9% 1
2024
Q3 		$5.76M Buy
+24,707
New +$5.52M 5.69% 1

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CWC Advisors's AAPL Position: Q3 2026 in Review

CWC Advisors increased its Apple (AAPL) stake by 18% in Q3 2026, buying an estimated $1.49M and bringing the position to 30,455 shares worth $10.1M. The position accounts for 4.72% of the portfolio, ranked #1.

CWC Advisors first reported a position in AAPL in Q3 2024 and has held it in 9 quarters since. 989 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • CWC Advisors held 30,455 shares of Apple worth $10.1M as of Q3 2026.
  • CWC Advisors bought 4,651 Apple shares in Q3 2026, an estimated $1.49M.
  • Apple made up 4.72% of CWC Advisors's portfolio in Q3 2026, its #1 holding.
  • CWC Advisors first reported a position in Apple in Q3 2024 and has held it in 9 quarters since.
  • 989 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.