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White Sand Wealth Management LLC’s Apple AAPL Stock Holding History

White Sand Wealth Management LLC’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 		$446K Buy
+1,340
New +$430K 0.32% 26

Other funds holding AAPL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

White Sand Wealth Management LLC's AAPL Position: Q3 2026 in Review

White Sand Wealth Management LLC opened a new position in Apple (AAPL) in Q3 2026: 1,340 shares worth $446K. The stake represents 0.32% of the portfolio and ranks #26 among its holdings.

5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • White Sand Wealth Management LLC held 1,340 shares of Apple worth $446K as of Q3 2026.
  • Apple was a new White Sand Wealth Management LLC position in Q3 2026.
  • Apple made up 0.32% of White Sand Wealth Management LLC's portfolio in Q3 2026, its #26 holding.
  • 5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on White Sand Wealth Management LLC's 13F filing for Q3 2026, filed 13 Nov 2026.