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GER Loftin Wealth Advisors LLC’s Apple AAPL Stock Holding History

GER Loftin Wealth Advisors LLC’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 		$16.3M Buy
+48,940
New +$15.7M 5.18% 6

Other funds holding AAPL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

GER Loftin Wealth Advisors LLC's AAPL Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in Apple (AAPL) in Q3 2026: 48,940 shares worth $16.3M. The stake represents 5.18% of the portfolio and ranks #6 among its holdings.

4,857 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • GER Loftin Wealth Advisors LLC held 48,940 shares of Apple worth $16.3M as of Q3 2026.
  • Apple was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
  • Apple made up 5.18% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #6 holding.
  • 4,857 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.