FORM Wealth Advisors
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FORM Wealth Advisors’s Apple AAPL Stock Holding History

FORM Wealth 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 		$1.82M Sell
5,463
-188
-3% -$60.4K 0.2% 20
2026
Q2 		$1.64M Sell
5,651
-142
-2% -$40.6K 0.18% 21
2026
Q1 		$1.47M Sell
5,793
-132
-2% -$34.4K 0.17% 22
2025
Q4 		$1.61M Buy
+5,925
New +$1.59M 0.19% 22
2025
Q2 		$2.75M Buy
13,382
+194
+1% +$39.2K 0.33% 19
2025
Q1 		$2.93M Buy
+13,188
New +$3.06M 0.4% 18

Other funds holding AAPL

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
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 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

FORM Wealth Advisors's AAPL Position: Q3 2026 in Review

FORM Wealth Advisors reduced its Apple (AAPL) stake by 3.3% in Q3 2026, selling an estimated $60.4K and leaving 5,463 shares worth $1.82M. The position accounts for 0.2% of the portfolio, ranked #20.

FORM Wealth Advisors first reported a position in AAPL in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.93M in Q1 2025. 1,871 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • FORM Wealth Advisors held 5,463 shares of Apple worth $1.82M as of Q3 2026.
  • FORM Wealth Advisors sold 188 Apple shares in Q3 2026, an estimated $60.4K.
  • Apple made up 0.2% of FORM Wealth Advisors's portfolio in Q3 2026, its #20 holding.
  • FORM Wealth Advisors first reported a position in Apple in Q1 2025 and has held it in 6 quarters since.
  • FORM Wealth Advisors's Apple position peaked at $2.93M in Q1 2025.
  • 1,871 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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