Financial Management Network
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Financial Management Network’s Apple AAPL Stock Holding History

Financial Management Network’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 		$20.9M Sell
62,653
-1,972
-3% -$633K 3.01% 7
2026
Q2 		$21.6M Sell
64,625
-452
-0.7% -$129K 3.1% 7
2026
Q1 		$17M Sell
65,077
-2,190
-3% -$570K 2.6% 10
2025
Q4 		$18.2M Sell
67,267
-833
-1% -$224K 2.88% 9
2025
Q3 		$17.5M Buy
68,100
+2,061
+3% +$466K 2.88% 9
2025
Q2 		$14.1M Buy
66,039
+890
+1% +$180K 2.53% 10
2025
Q1 		$11.8M Sell
65,149
-2,387
-4% -$553K 2.66% 11
2024
Q4 		$16.4M Buy
67,536
+3,066
+5% +$723K 3.42% 5
2024
Q3 		$14.6M Buy
64,470
+1,978
+3% +$442K 3.06% 7
2024
Q2 		$14.1M Buy
62,492
+126
+0.2% +$23.5K 3.39% 7
2024
Q1 		$10.5M Sell
62,366
-1,050
-2% -$191K 2.65% 9
2023
Q4 		$11.5M Sell
63,416
-383
-0.6% -$70.7K 3.35% 8
2023
Q3 		$11.1M Sell
63,799
-593
-0.9% -$109K 3.67% 7
2023
Q2 		$12.4M Sell
64,392
-1,794
-3% -$313K 4.32% 4
2023
Q1 		$11M Sell
66,186
-974
-1% -$144K 4.4% 4
2022
Q4 		$8.49M Buy
67,160
+1,107
+2% +$158K 3.77% 6
2022
Q3 		$9.6M Buy
66,053
+736
+1% +$116K 4.76% 4
2022
Q2 		$9.07M Sell
65,317
-1,395
-2% -$211K 4.83% 4
2022
Q1 		$11.9M Sell
66,712
-180
-0.3% -$30.3K 6.05% 3
2021
Q4 		$12M Sell
66,892
-2,291
-3% -$362K 5.51% 4
2021
Q3 		$9.6M Buy
69,183
+582
+0.8% +$85.7K 4.88% 4
2021
Q2 		$9.6M Sell
68,601
-1,932
-3% -$250K 4.88% 4
2021
Q1 		$9.35M Buy
70,533
+9,145
+15% +$1.17M 4.84% 4
2020
Q4 		$8.1M Buy
+61,388
New +$7.38M 4.99% 4

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

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

Financial Management Network reduced its Apple (AAPL) stake by 3.1% in Q3 2026, selling an estimated $633K and leaving 62,653 shares worth $20.9M. The position accounts for 3.01% of the portfolio, ranked #7.

Financial Management Network first reported a position in AAPL in Q4 2020 and has held it in 24 quarters since. The position peaked at $21.6M in Q2 2026. 1,291 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Financial Management Network held 62,653 shares of Apple worth $20.9M as of Q3 2026.
  • Financial Management Network sold 1,972 Apple shares in Q3 2026, an estimated $633K.
  • Apple made up 3.01% of Financial Management Network's portfolio in Q3 2026, its #7 holding.
  • Financial Management Network first reported a position in Apple in Q4 2020 and has held it in 24 quarters since.
  • Financial Management Network's Apple position peaked at $21.6M in Q2 2026.
  • 1,291 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.