Delta Wealth Advisors
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Delta Wealth Advisors’s Apple AAPL Stock Holding History

Delta Wealth 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 		$1.71M Hold
5,129
– – 1.17% 21
2026
Q2 		$1.48M Sell
5,129
-4
-0.1% -$1.14K 1.06% 21
2026
Q1 		$1.3M Sell
5,133
-495
-9% -$129K 0.99% 22
2025
Q4 		$1.53M Hold
5,628
– – 1.28% 19
2025
Q3 		$1.43M Sell
5,628
-40
-0.7% -$9.04K 1.12% 17
2025
Q2 		$1.16M Sell
5,668
-182
-3% -$36.8K 0.97% 18
2025
Q1 		$1.3M Sell
5,850
-732
-11% -$170K 1.18% 16
2024
Q4 		$1.65M Sell
6,582
-3
-0% -$707 1.55% 16
2024
Q3 		$1.53M Sell
6,585
-1,829
-22% -$408K 1.47% 16
2024
Q2 		$1.77M Buy
8,414
+724
+9% +$135K 1.74% 17
2024
Q1 		$1.32M Buy
+7,690
New +$1.4M 1.36% 18

Other funds holding AAPL

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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Delta Wealth Advisors's AAPL Position: Q3 2026 in Review

Delta Wealth Advisors held its Apple (AAPL) position steady in Q3 2026 at 5,129 shares worth $1.71M. The position accounts for 1.17% of the portfolio, ranked #21.

Delta Wealth Advisors first reported a position in AAPL in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.77M in Q2 2024. 2,438 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Delta Wealth Advisors held 5,129 shares of Apple worth $1.71M as of Q3 2026.
  • Delta Wealth Advisors left its Apple share count unchanged in Q3 2026.
  • Apple made up 1.17% of Delta Wealth Advisors's portfolio in Q3 2026, its #21 holding.
  • Delta Wealth Advisors first reported a position in Apple in Q1 2024 and has held it in 11 quarters since.
  • Delta Wealth Advisors's Apple position peaked at $1.77M in Q2 2024.
  • 2,438 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Delta Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.