Disciplined Equity Management’s Apple AAPL Stock Holding History

Disciplined Equity 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	$220K	Buy	+660	New	+$212K	0.1%	43
2026 Q1	–	Sell	-660	Closed	-$179K	–	45
2025 Q4	$179K	Hold	660	–	–	0.09%	46
2025 Q3	$168K	Sell	660 -28	-4%	-$6.32K	0.09%	46
2025 Q2	$141K	Buy	688 +28	+4%	+$5.66K	0.08%	45
2025 Q1	$147K	Sell	660 -6	-0.9%	-$1.39K	0.1%	46
2024 Q4	$167K	Hold	666	–	–	0.11%	49
2024 Q3	$155K	Hold	666	–	–	0.1%	49
2024 Q2	$140K	Hold	666	–	–	0.09%	51
2024 Q1	$114K	Sell	666 -6,544	-91%	-$1.19M	0.08%	50
2023 Q4	$1.39M	Buy	7,210 +6,474	+880%	+$1.2M	0.95%	16
2023 Q3	$126K	Hold	736	–	–	0.11%	45
2023 Q2	$143K	Hold	736	–	–	0.12%	44
2023 Q1	$121K	Sell	736 -4,660	-86%	-$688K	0.1%	45
2022 Q4	$701K	Buy	5,396 +670	+14%	+$95.8K	0.62%	29
2022 Q3	$653K	Sell	4,726 -2,162	-31%	-$339K	0.64%	29
2022 Q2	$942K	Sell	6,888 -4,143	-38%	-$627K	0.85%	22
2022 Q1	$1.09M	Sell	11,031 -420	-4%	-$70.6K	1.1%	17
2021 Q4	$2.03M	Buy	+11,451	New	+$1.81M	1.96%	9

Other funds holding AAPL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Disciplined Equity Management's AAPL Position: Q3 2026 in Review

Disciplined Equity Management opened a new position in Apple (AAPL) in Q3 2026: 660 shares worth $220K. The stake represents 0.1% of the portfolio and ranks #43 among its holdings. This is a return to the name: Disciplined Equity Management previously reported a position in AAPL as recently as Q4 2025.

Disciplined Equity Management first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.03M in Q4 2021. 4,189 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Disciplined Equity Management held 660 shares of Apple worth $220K as of Q3 2026.
Apple was a new Disciplined Equity Management position in Q3 2026.
Apple made up 0.1% of Disciplined Equity Management's portfolio in Q3 2026, its #43 holding.
Disciplined Equity Management first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
Disciplined Equity Management's Apple position peaked at $2.03M in Q4 2021.
4,189 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Disciplined Equity Management's 13F filing for Q3 2026, filed 14 Oct 2026.