Define Financial
AAPL icon

Define Financial’s Apple AAPL Stock Holding History

Define Financial’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 		$3.2M Buy
9,599
+3,257
+51% +$1.05M 1.33% 9
2026
Q2 		$1.84M Buy
6,342
+1,190
+23% +$340K 0.84% 9
2026
Q1 		$1.31M Sell
5,152
-547
-10% -$142K 0.71% 10
2025
Q4 		$1.55M Buy
5,699
+2,384
+72% +$640K 0.88% 10
2025
Q3 		$844K Sell
3,315
-90
-3% -$20.3K 0.51% 11
2025
Q2 		$699K Buy
3,405
+4
+0.1% +$808 0.46% 12
2025
Q1 		$674K Buy
3,401
+2,502
+278% +$580K 0.51% 12
2024
Q4 		$225K Buy
+899
New +$212K 0.17% 31

Other funds holding AAPL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

Define Financial's AAPL Position: Q3 2026 in Review

Define Financial increased its Apple (AAPL) stake by 51% in Q3 2026, buying an estimated $1.05M and bringing the position to 9,599 shares worth $3.2M. The position accounts for 1.33% of the portfolio, ranked #9.

Define Financial first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 3,506 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Define Financial held 9,599 shares of Apple worth $3.2M as of Q3 2026.
  • Define Financial bought 3,257 Apple shares in Q3 2026, an estimated $1.05M.
  • Apple made up 1.33% of Define Financial's portfolio in Q3 2026, its #9 holding.
  • Define Financial first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 3,506 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Define Financial's 13F filing for Q3 2026, filed 14 Oct 2026.