Eagle Bluffs Wealth Management
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Eagle Bluffs Wealth Management’s Apple AAPL Stock Holding History

Eagle Bluffs 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 		$2.51M Buy
7,538
+151
+2% +$48.5K 0.86% 33
2026
Q2 		$2.14M Buy
7,387
+139
+2% +$39.8K 0.71% 35
2026
Q1 		$1.84M Sell
7,248
-45
-0.6% -$11.7K 0.72% 35
2025
Q4 		$1.98M Buy
7,293
+269
+4% +$72.2K 0.8% 35
2025
Q3 		$1.79M Buy
7,024
+110
+2% +$24.8K 0.77% 36
2025
Q2 		$1.42M Sell
6,914
-57
-0.8% -$11.5K 0.67% 37
2025
Q1 		$1.55M Sell
6,971
-90
-1% -$20.8K 0.82% 36
2024
Q4 		$1.77M Buy
7,061
+286
+4% +$67.4K 0.95% 31
2024
Q3 		$1.58M Hold
6,775
– – 0.85% 33
2024
Q2 		$1.43M Hold
6,775
– – 0.83% 33
2024
Q1 		$1.16M Hold
6,775
– – 0.72% 38
2023
Q4 		$1.3M Hold
6,775
– – 0.89% 36
2023
Q3 		$1.16M Sell
6,775
-271
-4% -$49.7K 0.89% 35
2023
Q2 		$1.37M Hold
7,046
– – 1.05% 34
2023
Q1 		$1.16M Buy
7,046
+3,476
+97% +$513K 0.95% 34
2022
Q4 		$464K Hold
3,570
– – 0.49% 51
2022
Q3 		$493K Sell
3,570
-3,724
-51% -$584K 0.57% 45
2022
Q2 		$997K Buy
7,294
+30
+0.4% +$4.54K 1.07% 29
2022
Q1 		$1.27M Sell
7,264
-280
-4% -$47.1K 1.22% 22
2021
Q4 		$1.34M Buy
+7,544
New +$1.19M 1.4% 26

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Eagle Bluffs Wealth Management's AAPL Position: Q3 2026 in Review

Eagle Bluffs Wealth Management increased its Apple (AAPL) stake by 2% in Q3 2026, buying an estimated $48.5K and bringing the position to 7,538 shares worth $2.51M. The position accounts for 0.86% of the portfolio, ranked #33.

Eagle Bluffs Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 20 quarters since. 3,100 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Eagle Bluffs Wealth Management held 7,538 shares of Apple worth $2.51M as of Q3 2026.
  • Eagle Bluffs Wealth Management bought 151 Apple shares in Q3 2026, an estimated $48.5K.
  • Apple made up 0.86% of Eagle Bluffs Wealth Management's portfolio in Q3 2026, its #33 holding.
  • Eagle Bluffs Wealth Management first reported a position in Apple in Q4 2021 and has held it in 20 quarters since.
  • 3,100 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.