Eagle Strategies
AAPL icon

Eagle Strategies’s Apple AAPL Stock Holding History

Eagle Strategies’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 		$12.6M Buy
37,880
+314
+0.8% +$101K 1.22% 17
2026
Q2 		$10.9M Buy
37,566
+227
+0.6% +$64.9K 1.08% 22
2026
Q1 		$9.48M Buy
37,339
+299
+0.8% +$77.8K 1.13% 24
2025
Q4 		$10.1M Sell
37,040
-1,065
-3% -$286K 1.29% 23
2025
Q3 		$9.7M Buy
38,105
+917
+2% +$207K 1.3% 22
2025
Q2 		$7.63M Buy
37,188
+81
+0.2% +$16.4K 1.16% 25
2025
Q1 		$8.24M Buy
37,107
+221
+0.6% +$51.2K 1.43% 20
2024
Q4 		$9.24M Buy
36,886
+340
+0.9% +$80.1K 1.6% 19
2024
Q3 		$8.52M Sell
36,546
-1,085
-3% -$242K 1.54% 19
2024
Q2 		$7.93M Sell
37,631
-32,441
-46% -$6.05M 1.52% 19
2024
Q1 		$12M Buy
70,072
+30,057
+75% +$5.47M 2.67% 4
2023
Q4 		$7.7M Buy
40,015
+58
+0.1% +$10.7K 1.65% 19
2023
Q3 		$6.84M Buy
39,957
+7,110
+22% +$1.3M 1.68% 16
2023
Q2 		$6.37M Buy
32,847
+359
+1% +$62.6K 1.55% 17
2023
Q1 		$5.36M Buy
32,488
+1,090
+3% +$161K 1.34% 20
2022
Q4 		$4.08M Buy
+31,398
New +$4.49M 1.22% 23
2022
Q3 		– Sell
-16,028
Closed -$2.19M – 101
2022
Q2 		$2.19M Sell
16,028
-9,693
-38% -$1.47M 0.8% 36
2022
Q1 		$4.49M Buy
25,721
+1,586
+7% +$267K 1.75% 15
2021
Q4 		$4.29M Buy
+24,135
New +$3.81M 1.67% 14

Other funds holding AAPL

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 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

Eagle Strategies's AAPL Position: Q3 2026 in Review

Eagle Strategies increased its Apple (AAPL) stake by 0.84% in Q3 2026, buying an estimated $101K and bringing the position to 37,880 shares worth $12.6M. The position accounts for 1.22% of the portfolio, ranked #17.

Eagle Strategies first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 3,719 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Eagle Strategies held 37,880 shares of Apple worth $12.6M as of Q3 2026.
  • Eagle Strategies bought 314 Apple shares in Q3 2026, an estimated $101K.
  • Apple made up 1.22% of Eagle Strategies's portfolio in Q3 2026, its #17 holding.
  • Eagle Strategies first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 3,719 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Eagle Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.