D.A. Davidson & Co
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D.A. Davidson & Co’s Apple AAPL Stock Holding History

D.A. Davidson & Co’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
2025
Q4 		– Sell
-20
Closed -$13.6K – 1521
2025
Q3 		$13.6K Buy
+20
New +$4.52K ﹤0.01% 1516
2025
Q1 		– Sell
-100
Closed -$13.3K – 1407
2024
Q4 		$13.3K Sell
100
-2
-2% -$471 ﹤0.01% 1407
2024
Q3 		$12.3K Buy
102
+2
+2% +$447 ﹤0.01% 1369
2024
Q2 		$53.4K Buy
+100
New +$18.6K ﹤0.01% 1338
2023
Q4 		– Sell
-2
Closed -$7.72K – 1361
2023
Q3 		$7.72K Buy
+2
New +$367 ﹤0.01% 1322
2023
Q2 		– Sell
-1
Closed -$840 – 1349
2023
Q1 		$840 Buy
+1
New +$148 ﹤0.01% 1344
2022
Q4 		– Sell
-3
Closed -$7K – 1323
2022
Q3 		$7K Buy
+3
New +$471 ﹤0.01% 1278

Other funds holding AAPL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

D.A. Davidson & Co's AAPL Position: Q3 2026 in Review

D.A. Davidson & Co reduced its Apple (AAPL) stake by 2.1% in Q3 2026, selling an estimated $10.1M and leaving 1,469,533 shares worth $489M. The position accounts for 2.63% of the portfolio, ranked #5.

D.A. Davidson & Co first reported a position in AAPL in Q2 2013 and has held it in 54 quarters since. 4,963 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • D.A. Davidson & Co held 1,469,533 shares of Apple worth $489M as of Q3 2026.
  • D.A. Davidson & Co sold 31,368 Apple shares in Q3 2026, an estimated $10.1M.
  • Apple made up 2.63% of D.A. Davidson & Co's portfolio in Q3 2026, its #5 holding.
  • D.A. Davidson & Co first reported a position in Apple in Q2 2013 and has held it in 54 quarters since.
  • 4,963 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on D.A. Davidson & Co's 13F filing for Q3 2026, filed 28 Oct 2026.