E&R Wealth Management
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E&R Wealth Management’s Apple AAPL Stock Holding History

E&R 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 		$353K Buy
1,059
+1
+0.1% +$321 0.3% 9
2026
Q2 		$306K Sell
1,058
-18
-2% -$5.15K 0.26% 10
2026
Q1 		$273K Hold
1,076
– – 0.27% 10
2025
Q4 		$293K Buy
+1,076
New +$289K 0.31% 10

Other funds holding AAPL

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
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
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

E&R Wealth Management's AAPL Position: Q3 2026 in Review

E&R Wealth Management increased its Apple (AAPL) stake by 0.09% in Q3 2026, buying an estimated $321 and bringing the position to 1,059 shares worth $353K. The position accounts for 0.3% of the portfolio, ranked #9.

E&R Wealth Management first reported a position in AAPL in Q4 2025 and has held it in 4 quarters since. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • E&R Wealth Management held 1,059 shares of Apple worth $353K as of Q3 2026.
  • E&R Wealth Management bought 1 Apple share in Q3 2026, an estimated $321.
  • Apple made up 0.3% of E&R Wealth Management's portfolio in Q3 2026, its #9 holding.
  • E&R Wealth Management first reported a position in Apple in Q4 2025 and has held it in 4 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on E&R Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.