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DKM Wealth Management’s Apple AAPL Stock Holding History

DKM 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 		$7.48M Sell
22,456
-162
-0.7% -$52K 4.74% 7
2026
Q2 		$6.54M Sell
22,618
-333
-1% -$95.2K 4.28% 8
2026
Q1 		$5.82M Buy
22,951
+66
+0.3% +$17.2K 4.2% 7
2025
Q4 		$6.22M Sell
22,885
-83
-0.4% -$22.3K 4.64% 7
2025
Q3 		$5.85M Buy
22,968
+1,668
+8% +$377K 4.69% 7
2025
Q2 		$4.37M Sell
21,300
-93
-0.4% -$18.8K 3.77% 9
2025
Q1 		$4.75M Buy
21,393
+47
+0.2% +$10.9K 4.61% 8
2024
Q4 		$5.35M Buy
+21,346
New +$5.03M 5.07% 7

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

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

DKM Wealth Management reduced its Apple (AAPL) stake by 0.72% in Q3 2026, selling an estimated $52K and leaving 22,456 shares worth $7.48M. The position accounts for 4.74% of the portfolio, ranked #7.

DKM Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 1,442 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • DKM Wealth Management held 22,456 shares of Apple worth $7.48M as of Q3 2026.
  • DKM Wealth Management sold 162 Apple shares in Q3 2026, an estimated $52K.
  • Apple made up 4.74% of DKM Wealth Management's portfolio in Q3 2026, its #7 holding.
  • DKM Wealth Management first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 1,442 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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