Defined Wealth Management
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Defined Wealth Management’s Apple AAPL Stock Holding History

Defined Wealth Management’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 		$4M Buy
12,015
+118
+1% +$37.9K 2.05% 15
2026
Q2 		$3.44M Buy
11,897
+188
+2% +$53.8K 1.77% 18
2026
Q1 		$2.97M Sell
11,709
-156
-1% -$40.6K 1.74% 19
2025
Q4 		$3.23M Buy
11,865
+299
+3% +$80.3K 1.86% 18
2025
Q3 		$2.95M Sell
11,566
-9
-0.1% -$2.03K 1.71% 19
2025
Q2 		$2.37M Buy
11,575
+223
+2% +$45K 1.47% 22
2025
Q1 		$2.52M Buy
11,352
+96
+0.9% +$22.2K 1.7% 18
2024
Q4 		$2.82M Buy
11,256
+286
+3% +$67.4K 1.87% 18
2024
Q3 		$2.56M Buy
10,970
+280
+3% +$62.5K 1.66% 18
2024
Q2 		$2.25M Buy
10,690
+247
+2% +$46.1K 1.57% 19
2024
Q1 		$1.79M Sell
10,443
-36
-0.3% -$6.55K 1.29% 22
2023
Q4 		$2.02M Buy
10,479
+105
+1% +$19.4K 1.54% 19
2023
Q3 		$1.78M Buy
10,374
+382
+4% +$70.1K 1.51% 20
2023
Q2 		$1.94M Sell
9,992
-305
-3% -$53.1K 1.64% 18
2023
Q1 		$1.7M Sell
10,297
-1,347
-12% -$199K 1.59% 19
2022
Q4 		$1.51M Buy
11,644
+18
+0.2% +$2.57K 1.42% 20
2022
Q3 		$1.61M Buy
11,626
+5
+0% +$785 1.75% 15
2022
Q2 		$1.59M Buy
11,621
+5
+0% +$757 1.63% 16
2022
Q1 		$2.03M Buy
11,616
+5
+0% +$841 1.78% 16
2021
Q4 		$2.06M Buy
11,611
+6
+0.1% +$948 1.69% 18
2021
Q3 		$1.64M Sell
11,605
-68
-0.6% -$10K 1.46% 20
2021
Q2 		$1.6M Sell
11,673
-264
-2% -$34.2K 1.42% 20
2021
Q1 		$1.46M Buy
11,937
+20
+0.2% +$2.57K 1.38% 20
2020
Q4 		$1.58M Buy
+11,917
New +$1.43M 1.56% 17

Other funds holding AAPL

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Defined Wealth Management's AAPL Position: Q3 2026 in Review

Defined Wealth Management increased its Apple (AAPL) stake by 0.99% in Q3 2026, buying an estimated $37.9K and bringing the position to 12,015 shares worth $4M. The position accounts for 2.05% of the portfolio, ranked #15.

Defined Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 24 quarters since. 1,625 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Defined Wealth Management held 12,015 shares of Apple worth $4M as of Q3 2026.
  • Defined Wealth Management bought 118 Apple shares in Q3 2026, an estimated $37.9K.
  • Apple made up 2.05% of Defined Wealth Management's portfolio in Q3 2026, its #15 holding.
  • Defined Wealth Management first reported a position in Apple in Q4 2020 and has held it in 24 quarters since.
  • 1,625 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Defined Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.