EWM
AAPL icon

Echo Wealth Management’s Apple AAPL Stock Holding History

Echo 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 		$2.5M Sell
7,505
-449
-6% -$144K 1.23% 15
2026
Q2 		$2.3M Buy
7,954
+624
+9% +$178K 1.17% 15
2026
Q1 		$1.86M Sell
7,330
-3,423
-32% -$891K 1.07% 15
2025
Q4 		$2.92M Sell
10,753
-586
-5% -$157K 1.71% 15
2025
Q3 		$2.89M Sell
11,339
-12,558
-53% -$2.84M 1.69% 15
2025
Q2 		$4.9M Sell
23,897
-5,490
-19% -$1.11M 3% 12
2025
Q1 		$6.53M Sell
29,387
-2,565
-8% -$594K 4.41% 9
2024
Q4 		$8M Sell
31,952
-201
-0.6% -$47.4K 5.53% 9
2024
Q3 		$7.38M Buy
32,153
+2,968
+10% +$663K 5.16% 9
2024
Q2 		$6.15M Buy
29,185
+11,550
+65% +$2.15M 4.63% 9
2024
Q1 		$3.02M Buy
17,635
+5,865
+50% +$1.07M 2.51% 13
2023
Q4 		$2.18M Sell
11,770
-835
-7% -$154K 2.04% 14
2023
Q3 		$2.16M Sell
12,605
-900
-7% -$165K 2.32% 13
2023
Q2 		$2.62M Sell
13,505
-2,541
-16% -$443K 2.83% 13
2023
Q1 		$2.65M Sell
16,046
-2,002
-11% -$295K 2.92% 13
2022
Q4 		$2.43M Sell
18,048
-481
-3% -$68.7K 2.59% 16
2022
Q3 		$2.77M Sell
18,529
-221
-1% -$34.7K 3.64% 10
2022
Q2 		$2.74M Sell
18,750
-799
-4% -$121K 3.67% 8
2022
Q1 		$3.23M Sell
19,549
-2,279
-10% -$383K 3.79% 9
2021
Q4 		$3.76M Buy
21,828
+296
+1% +$46.8K 4.29% 8
2021
Q3 		$3.08M Sell
21,532
-723
-3% -$106K 3.65% 10
2021
Q2 		$3.19M Sell
22,255
-1,652
-7% -$214K 4.07% 9
2021
Q1 		$2.92M Sell
23,907
-3,120
-12% -$400K 3.68% 10
2020
Q4 		$3.59M Buy
+27,027
New +$3.25M 4.69% 5

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Echo Wealth Management's AAPL Position: Q3 2026 in Review

Echo Wealth Management reduced its Apple (AAPL) stake by 5.6% in Q3 2026, selling an estimated $144K and leaving 7,505 shares worth $2.5M. The position accounts for 1.23% of the portfolio, ranked #15.

Echo Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 24 quarters since. The position peaked at $8M in Q4 2024. 1,372 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Echo Wealth Management held 7,505 shares of Apple worth $2.5M as of Q3 2026.
  • Echo Wealth Management sold 449 Apple shares in Q3 2026, an estimated $144K.
  • Apple made up 1.23% of Echo Wealth Management's portfolio in Q3 2026, its #15 holding.
  • Echo Wealth Management first reported a position in Apple in Q4 2020 and has held it in 24 quarters since.
  • Echo Wealth Management's Apple position peaked at $8M in Q4 2024.
  • 1,372 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Echo Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.