Echo Wealth Management
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
2022
Q1 		– Sell
-100
Closed -$17K – 51
2021
Q4 		$17K Buy
+100
New +$15.8K 0.02% 49

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 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. 3,956 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.
  • 3,956 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.