Finer Wealth Management
AAPL icon

Finer Wealth Management’s Apple AAPL Stock Holding History

Finer Wealth 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 		$21.9M Sell
65,615
-901
-1% -$289K 8.64% 1
2026
Q2 		$19.2M Sell
66,516
-1,827
-3% -$523K 8.6% 1
2026
Q1 		$17.3M Sell
68,343
-611
-0.9% -$159K 8.7% 1
2025
Q4 		$18.7M Buy
68,954
+752
+1% +$202K 9.07% 1
2025
Q3 		$17.4M Buy
68,202
+725
+1% +$164K 8.65% 1
2025
Q2 		$13.8M Sell
67,477
-29
-0% -$5.86K 7.4% 2
2025
Q1 		$15M Sell
67,506
-1,178
-2% -$273K 8.98% 1
2024
Q4 		$17.2M Buy
68,684
+521
+0.8% +$123K 9.86% 1
2024
Q3 		$15.9M Sell
68,163
-159
-0.2% -$35.5K 9.8% 1
2024
Q2 		$14.4M Buy
68,322
+323
+0.5% +$60.2K 9.28% 2
2024
Q1 		$11.7M Buy
67,999
+1,349
+2% +$245K 7.66% 3
2023
Q4 		$12.8M Buy
66,650
+566
+0.9% +$105K 9.56% 1
2023
Q3 		$11.3M Buy
66,084
+1,086
+2% +$199K 9.05% 1
2023
Q2 		$12.6M Buy
64,998
+790
+1% +$138K 9.85% 1
2023
Q1 		$10.6M Buy
64,208
+770
+1% +$114K 8.95% 1
2022
Q4 		$8.24M Sell
63,438
-936
-1% -$134K 7.71% 1
2022
Q3 		$8.9M Sell
64,374
-377
-0.6% -$59.2K 8.76% 1
2022
Q2 		$8.85M Sell
64,751
-208
-0.3% -$31.5K 8.08% 1
2022
Q1 		$11.3M Buy
64,959
+46
+0.1% +$7.74K 9.26% 1
2021
Q4 		$11.5M Buy
+64,913
New +$10.3M 9.57% 1

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Finer Wealth Management's AAPL Position: Q3 2026 in Review

Finer Wealth Management reduced its Apple (AAPL) stake by 1.4% in Q3 2026, selling an estimated $289K and leaving 65,615 shares worth $21.9M. The position accounts for 8.64% of the portfolio, ranked #1.

Finer Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 20 quarters since. 2,822 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Finer Wealth Management held 65,615 shares of Apple worth $21.9M as of Q3 2026.
  • Finer Wealth Management sold 901 Apple shares in Q3 2026, an estimated $289K.
  • Apple made up 8.64% of Finer Wealth Management's portfolio in Q3 2026, its #1 holding.
  • Finer Wealth Management first reported a position in Apple in Q4 2021 and has held it in 20 quarters since.
  • 2,822 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.