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Emerald Advisors’s Apple AAPL Stock Holding History

Emerald Advisors’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 		$7.69M Sell
23,084
-243
-1% -$78.1K 0.98% 9
2026
Q2 		$6.75M Sell
23,327
-1,430
-6% -$409K 0.85% 8
2026
Q1 		$6.28M Buy
24,757
+1,469
+6% +$382K 0.78% 8
2025
Q4 		$6.33M Buy
23,288
+1,250
+6% +$336K 0.86% 8
2025
Q3 		$5.61M Buy
22,038
+21
+0.1% +$4.74K 0.74% 10
2025
Q2 		$4.52M Buy
22,017
+1,634
+8% +$330K 0.58% 10
2025
Q1 		$4.53M Buy
20,383
+667
+3% +$155K 0.6% 9
2024
Q4 		$4.94M Sell
19,716
-287
-1% -$67.6K 0.68% 9
2024
Q3 		$4.7M Sell
20,003
-475
-2% -$106K 0.68% 10
2024
Q2 		$4.31M Buy
20,478
+430
+2% +$80.2K 0.65% 10
2024
Q1 		$3.44M Buy
20,048
+151
+0.8% +$27.5K 0.61% 10
2023
Q4 		$3.83M Buy
19,897
+122
+0.6% +$22.5K 0.73% 10
2023
Q3 		$3.39M Sell
19,775
-252
-1% -$46.2K 0.79% 10
2023
Q2 		$3.88M Buy
20,027
+165
+0.8% +$28.8K 0.93% 9
2023
Q1 		$3.28M Sell
19,862
-46
-0.2% -$6.79K 0.84% 9
2022
Q4 		$2.59M Sell
19,908
-175
-0.9% -$25K 0.72% 10
2022
Q3 		$2.77M Buy
20,083
+178
+0.9% +$27.9K 0.81% 8
2022
Q2 		$2.72M Buy
19,905
+465
+2% +$70.4K 0.76% 10
2022
Q1 		$3.39M Sell
19,440
-358
-2% -$60.2K 0.8% 9
2021
Q4 		$3.52M Buy
19,798
+3,936
+25% +$622K 0.85% 7
2021
Q3 		$2.24M Buy
15,862
+744
+5% +$110K 0.64% 16
2021
Q2 		$2.07M Buy
15,118
+471
+3% +$61K 0.65% 16
2021
Q1 		$1.79M Sell
14,647
-3,360
-19% -$431K 0.65% 17
2020
Q4 		$2.39M Buy
18,007
+856
+5% +$103K 0.82% 11
2020
Q3 		$1.99M Buy
17,151
+2,211
+15% +$241K 0.76% 14
2020
Q2 		$1.36M Sell
14,940
-4
-0% -$310 0.6% 21
2020
Q1 		$1.16M Sell
14,944
-4,944
-25% -$364K 0.52% 20
2019
Q4 		$1.54M Buy
+19,888
New +$1.28M 1.46% 5

Other funds holding AAPL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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

Emerald Advisors's AAPL Position: Q3 2026 in Review

Emerald Advisors reduced its Apple (AAPL) stake by 1% in Q3 2026, selling an estimated $78.1K and leaving 23,084 shares worth $7.69M. The position accounts for 0.98% of the portfolio, ranked #9.

Emerald Advisors first reported a position in AAPL in Q4 2019 and has held it in 28 quarters since. 822 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Emerald Advisors held 23,084 shares of Apple worth $7.69M as of Q3 2026.
  • Emerald Advisors sold 243 Apple shares in Q3 2026, an estimated $78.1K.
  • Apple made up 0.98% of Emerald Advisors's portfolio in Q3 2026, its #9 holding.
  • Emerald Advisors first reported a position in Apple in Q4 2019 and has held it in 28 quarters since.
  • 822 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Emerald Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.