Discipline Wealth Solutions’s Apple AAPL Stock Holding History

Discipline Wealth Solutions’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	$9.7M	Buy	29,179 +17	+0.1%	+$5.46K	0.84%	34
2026 Q2	$8.44M	Buy	29,162 +687	+2%	+$197K	0.74%	35
2026 Q1	$7.23M	Buy	28,475 +3,907	+16%	+$1.02M	0.76%	38
2025 Q4	$6.68M	Buy	24,568 +3,782	+18%	+$1.02M	1.24%	19
2025 Q3	$5.29M	Buy	20,786 +4,877	+31%	+$1.1M	1.4%	17
2025 Q2	$3.26M	Buy	15,909 +6,534	+70%	+$1.32M	1.25%	14
2025 Q1	$2.08M	Buy	9,375 +1	+0%	+$232	0.99%	19
2024 Q4	$2.35M	Buy	9,374 +733	+8%	+$173K	1.09%	18
2024 Q3	$2.01M	Buy	+8,641	New	+$1.93M	1.06%	14

Other funds holding AAPL

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Discipline Wealth Solutions's AAPL Position: Q3 2026 in Review

Discipline Wealth Solutions increased its Apple (AAPL) stake by 0.06% in Q3 2026, buying an estimated $5.46K and bringing the position to 29,179 shares worth $9.7M. The position accounts for 0.84% of the portfolio, ranked #34.

Discipline Wealth Solutions first reported a position in AAPL in Q3 2024 and has held it in 9 quarters since. 2,298 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Discipline Wealth Solutions held 29,179 shares of Apple worth $9.7M as of Q3 2026.
Discipline Wealth Solutions bought 17 Apple shares in Q3 2026, an estimated $5.46K.
Apple made up 0.84% of Discipline Wealth Solutions's portfolio in Q3 2026, its #34 holding.
Discipline Wealth Solutions first reported a position in Apple in Q3 2024 and has held it in 9 quarters since.
2,298 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.