Delap Wealth Advisory
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Delap Wealth Advisory’s Apple AAPL Stock Holding History

Delap Wealth Advisory’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 		$6.79M Sell
20,383
-1,448
-7% -$465K 2.34% 13
2026
Q2 		$6.32M Sell
21,831
-196
-0.9% -$56.1K 2.13% 16
2026
Q1 		$5.59M Sell
22,027
-988
-4% -$257K 2.1% 16
2025
Q4 		$6.26M Buy
23,015
+5,373
+30% +$1.44M 2.42% 13
2025
Q3 		$4.51M Buy
17,642
+15,714
+815% +$3.55M 1.9% 15
2025
Q2 		$396K Sell
1,928
-15,721
-89% -$3.17M 0.19% 53
2025
Q1 		$3.92M Sell
17,649
-169
-0.9% -$39.2K 2.19% 10
2024
Q4 		$4.46M Buy
17,818
+394
+2% +$92.9K 2.67% 11
2024
Q3 		$4.06M Sell
17,424
-1,803
-9% -$403K 2.57% 12
2024
Q2 		$4.05M Sell
19,227
-26,442
-58% -$4.93M 1.86% 13
2024
Q1 		$7.83M Buy
45,669
+27,065
+145% +$4.92M 3.17% 6
2023
Q4 		$3.58M Buy
18,604
+219
+1% +$40.4K 1.62% 17
2023
Q3 		$3.15M Buy
18,385
+15,669
+577% +$2.87M 3.04% 10
2023
Q2 		$527K Sell
2,716
-16,416
-86% -$2.86M 0.52% 27
2023
Q1 		$3.15M Buy
19,132
+4,846
+34% +$715K 3.23% 10
2022
Q4 		$1.86M Buy
+14,286
New +$2.04M 1.94% 15

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Delap Wealth Advisory's AAPL Position: Q3 2026 in Review

Delap Wealth Advisory reduced its Apple (AAPL) stake by 6.6% in Q3 2026, selling an estimated $465K and leaving 20,383 shares worth $6.79M. The position accounts for 2.34% of the portfolio, ranked #13.

Delap Wealth Advisory first reported a position in AAPL in Q4 2022 and has held it in 16 quarters since. The position peaked at $7.83M in Q1 2024. 2,914 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Delap Wealth Advisory held 20,383 shares of Apple worth $6.79M as of Q3 2026.
  • Delap Wealth Advisory sold 1,448 Apple shares in Q3 2026, an estimated $465K.
  • Apple made up 2.34% of Delap Wealth Advisory's portfolio in Q3 2026, its #13 holding.
  • Delap Wealth Advisory first reported a position in Apple in Q4 2022 and has held it in 16 quarters since.
  • Delap Wealth Advisory's Apple position peaked at $7.83M in Q1 2024.
  • 2,914 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.