Frank Rimerman Advisors
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Frank Rimerman Advisors’s Apple AAPL Stock Holding History

Frank Rimerman 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 		$97.3M Buy
292,152
+4,011
+1% +$1.29M 5.37% 3
2026
Q2 		$83.4M Buy
288,141
+1,743
+0.6% +$499K 4.72% 4
2026
Q1 		$72.7M Buy
286,398
+4,072
+1% +$1.06M 4.77% 4
2025
Q4 		$76.8M Buy
282,326
+7,259
+3% +$1.95M 4.87% 4
2025
Q3 		$70M Sell
275,067
-782
-0.3% -$177K 4.49% 4
2025
Q2 		$56.6M Sell
275,849
-16,091
-6% -$3.25M 3.8% 6
2025
Q1 		$64.8M Sell
291,940
-4,431
-1% -$1.03M 5.14% 3
2024
Q4 		$74.2M Sell
296,371
-29,162
-9% -$6.87M 5.39% 3
2024
Q3 		$75.8M Sell
325,533
-26,528
-8% -$5.92M 5.38% 3
2024
Q2 		$74.2M Buy
352,061
+276,020
+363% +$51.5M 5.25% 3
2024
Q1 		$13M Buy
76,041
+2,623
+4% +$477K 2.51% 10
2023
Q4 		$14.1M Hold
73,418
– – 2.95% 9
2023
Q3 		$12.6M Buy
73,418
+50
+0.1% +$9.17K 3.04% 10
2023
Q2 		$14.2M Buy
73,368
+798
+1% +$139K 3.4% 8
2023
Q1 		$12M Hold
72,570
– – 3.31% 7
2022
Q4 		$9.43M Hold
72,570
– – 2.94% 9
2022
Q3 		$10M Sell
72,570
-5
-0% -$785 3.62% 8
2022
Q2 		$9.9M Buy
72,575
+19,000
+35% +$2.88M 3.79% 7
2022
Q1 		$9.35M Buy
53,575
+683
+1% +$115K 3% 8
2021
Q4 		$9.39M Sell
52,892
-1,558
-3% -$246K 3.15% 7
2021
Q3 		$7.7M Sell
54,450
-26,509
-33% -$3.9M 2.98% 8
2021
Q2 		$11.1M Hold
80,959
– – 4.33% 5
2021
Q1 		$9.9M Hold
80,959
– – 4.38% 5
2020
Q4 		$10.7M Buy
+80,959
New +$9.7M 4.87% 5

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Frank Rimerman Advisors's AAPL Position: Q3 2026 in Review

Frank Rimerman Advisors increased its Apple (AAPL) stake by 1.4% in Q3 2026, buying an estimated $1.29M and bringing the position to 292,152 shares worth $97.3M. The position accounts for 5.37% of the portfolio, ranked #3.

Frank Rimerman Advisors first reported a position in AAPL in Q4 2020 and has held it in 24 quarters since. 3,899 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Frank Rimerman Advisors held 292,152 shares of Apple worth $97.3M as of Q3 2026.
  • Frank Rimerman Advisors bought 4,011 Apple shares in Q3 2026, an estimated $1.29M.
  • Apple made up 5.37% of Frank Rimerman Advisors's portfolio in Q3 2026, its #3 holding.
  • Frank Rimerman Advisors first reported a position in Apple in Q4 2020 and has held it in 24 quarters since.
  • 3,899 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.