Financial Freedom LLC
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Financial Freedom LLC’s Apple AAPL Stock Holding History

Financial Freedom 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 		$3.41M Sell
10,239
-311
-3% -$100K 1.56% 19
2026
Q2 		$3.05M Buy
10,550
+7
+0.1% +$2K 1.4% 22
2026
Q1 		$2.68M Buy
10,543
+7
+0.1% +$1.82K 1.33% 21
2025
Q4 		$2.86M Sell
10,536
-543
-5% -$146K 1.42% 19
2025
Q3 		$2.82M Buy
11,079
+9
+0.1% +$2.03K 1.41% 20
2025
Q2 		$2.27M Sell
11,070
-188
-2% -$38K 1.22% 24
2025
Q1 		$2.5M Sell
11,258
-272
-2% -$63K 1.44% 20
2024
Q4 		$2.89M Sell
11,530
-263
-2% -$62K 1.52% 18
2024
Q3 		$2.75M Buy
11,793
+9
+0.1% +$2.01K 1.45% 19
2024
Q2 		$2.48M Buy
11,784
+66
+0.6% +$12.3K 1.41% 19
2024
Q1 		$2.01M Buy
11,718
+12
+0.1% +$2.18K 1.19% 22
2023
Q4 		$2.25M Buy
11,706
+11
+0.1% +$2.03K 1.43% 20
2023
Q3 		$2M Buy
11,695
+12
+0.1% +$2.2K 1.42% 19
2023
Q2 		$2.27M Buy
11,683
+12
+0.1% +$2.09K 1.59% 17
2023
Q1 		$1.92M Sell
11,671
-217
-2% -$32K 1.4% 20
2022
Q4 		$1.54M Buy
+11,888
New +$1.7M 1.04% 19

Other funds holding AAPL

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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Financial Freedom LLC's AAPL Position: Q3 2026 in Review

Financial Freedom LLC reduced its Apple (AAPL) stake by 2.9% in Q3 2026, selling an estimated $100K and leaving 10,239 shares worth $3.41M. The position accounts for 1.56% of the portfolio, ranked #19.

Financial Freedom LLC first reported a position in AAPL in Q4 2022 and has held it in 16 quarters since. 4,525 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Financial Freedom LLC held 10,239 shares of Apple worth $3.41M as of Q3 2026.
  • Financial Freedom LLC sold 311 Apple shares in Q3 2026, an estimated $100K.
  • Apple made up 1.56% of Financial Freedom LLC's portfolio in Q3 2026, its #19 holding.
  • Financial Freedom LLC first reported a position in Apple in Q4 2022 and has held it in 16 quarters since.
  • 4,525 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Financial Freedom LLC's 13F filing for Q3 2026, filed 6 Nov 2026.