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Eley Financial Management’s Apple AAPL Stock Holding History

Eley Financial 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 		$10.2M Sell
30,651
-27
-0.1% -$8.67K 3.34% 6
2026
Q2 		$8.88M Sell
30,678
-1,160
-4% -$332K 2.87% 6
2026
Q1 		$8.08M Buy
31,838
+51
+0.2% +$13.3K 2.92% 7
2025
Q4 		$8.64M Sell
31,787
-243
-0.8% -$65.2K 3.1% 6
2025
Q3 		$8.16M Buy
32,030
+73
+0.2% +$16.5K 2.94% 8
2025
Q2 		$6.56M Sell
31,957
-20
-0.1% -$4.04K 2.52% 9
2025
Q1 		$7.14M Buy
31,977
+161
+0.5% +$37.3K 2.86% 8
2024
Q4 		$7.97M Buy
31,816
+879
+3% +$207K 3.1% 7
2024
Q3 		$7.21M Sell
30,937
-669
-2% -$149K 2.9% 6
2024
Q2 		$6.66M Buy
31,606
+8
+0% +$1.49K 2.82% 7
2024
Q1 		$5.42M Sell
31,598
-581
-2% -$106K 2.33% 9
2023
Q4 		$6.2M Sell
32,179
-789
-2% -$146K 2.9% 7
2023
Q3 		$5.63M Sell
32,968
-678
-2% -$124K 2.87% 7
2023
Q2 		$6.53M Sell
33,646
-300
-0.9% -$52.3K 3.18% 7
2023
Q1 		$5.6M Sell
33,946
-397
-1% -$58.6K 2.89% 7
2022
Q4 		$4.46M Buy
+34,343
New +$4.91M 2.4% 8

Other funds holding AAPL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
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

Eley Financial Management's AAPL Position: Q3 2026 in Review

Eley Financial Management reduced its Apple (AAPL) stake by 0.09% in Q3 2026, selling an estimated $8.67K and leaving 30,651 shares worth $10.2M. The position accounts for 3.34% of the portfolio, ranked #6.

Eley Financial Management first reported a position in AAPL in Q4 2022 and has held it in 16 quarters since. 3,506 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Eley Financial Management held 30,651 shares of Apple worth $10.2M as of Q3 2026.
  • Eley Financial Management sold 27 Apple shares in Q3 2026, an estimated $8.67K.
  • Apple made up 3.34% of Eley Financial Management's portfolio in Q3 2026, its #6 holding.
  • Eley Financial Management first reported a position in Apple in Q4 2022 and has held it in 16 quarters since.
  • 3,506 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Eley Financial Management's 13F filing for Q3 2026, filed 3 Nov 2026.