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Ebert Capital Management’s Apple AAPL Stock Holding History

Ebert Capital 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 		$2.23M Sell
6,708
-291
-4% -$93.5K 1.94% 12
2026
Q2 		$2.03M Sell
6,999
-139
-2% -$39.8K 1.9% 13
2026
Q1 		$1.81M Sell
7,138
-10
-0.1% -$2.6K 1.85% 14
2025
Q4 		$1.85M Buy
+7,148
New +$1.92M 1.79% 13

Other funds holding AAPL

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Ebert Capital Management's AAPL Position: Q3 2026 in Review

Ebert Capital Management reduced its Apple (AAPL) stake by 4.2% in Q3 2026, selling an estimated $93.5K and leaving 6,708 shares worth $2.23M. The position accounts for 1.94% of the portfolio, ranked #12.

Ebert Capital Management first reported a position in AAPL in Q4 2025 and has held it in 4 quarters since. 351 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Ebert Capital Management held 6,708 shares of Apple worth $2.23M as of Q3 2026.
  • Ebert Capital Management sold 291 Apple shares in Q3 2026, an estimated $93.5K.
  • Apple made up 1.94% of Ebert Capital Management's portfolio in Q3 2026, its #12 holding.
  • Ebert Capital Management first reported a position in Apple in Q4 2025 and has held it in 4 quarters since.
  • 351 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Ebert Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.