Econ Financial Services
AAPL icon

Econ Financial Services’s Apple AAPL Stock Holding History

Econ Financial Services’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 		$3.41M Buy
+10,242
New +$3.29M 1.43% 27
2025
Q3 		– Sell
-10,046
Closed -$2.06M – 78
2025
Q2 		$2.06M Sell
10,046
-166
-2% -$33.5K 1.06% 31
2025
Q1 		$2.27M Buy
10,212
+928
+10% +$215K 1.21% 21
2024
Q4 		$2.32M Buy
+9,284
New +$2.19M 1.33% 21
2022
Q3 		– Sell
-3,672
Closed -$502K – 74
2022
Q2 		$502K Buy
3,672
+3,251
+772% +$492K 0.41% 56
2022
Q1 		$74K Buy
421
+95
+29% +$16K 0.05% 72
2021
Q4 		$58K Buy
+326
New +$51.5K 0.04% 93
2019
Q2 		$390K Buy
+7,872
New +$384K 0.54% 37

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
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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Econ Financial Services's AAPL Position: Q3 2026 in Review

Econ Financial Services opened a new position in Apple (AAPL) in Q3 2026: 10,242 shares worth $3.41M. The stake represents 1.43% of the portfolio and ranks #27 among its holdings. This is a return to the name: Econ Financial Services previously reported a position in AAPL as recently as Q2 2025.

Econ Financial Services first reported a position in AAPL in Q2 2019 and has held it in 8 quarters since. 2,914 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Econ Financial Services held 10,242 shares of Apple worth $3.41M as of Q3 2026.
  • Apple was a new Econ Financial Services position in Q3 2026.
  • Apple made up 1.43% of Econ Financial Services's portfolio in Q3 2026, its #27 holding.
  • Econ Financial Services first reported a position in Apple in Q2 2019 and has held it in 8 quarters since.
  • 2,914 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.