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Frederick Financial Consultants’s Apple AAPL Stock Holding History

Frederick Financial Consultants’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 		$6.54M Buy
19,631
+959
+5% +$308K 2.71% 11
2026
Q2 		$5.4M Buy
18,672
+84
+0.5% +$24K 2.29% 12
2026
Q1 		$4.72M Sell
18,588
-4,444
-19% -$1.16M 2.35% 12
2025
Q4 		$6.26M Buy
23,032
+325
+1% +$87.2K 3.43% 8
2025
Q3 		$5.78M Buy
22,707
+596
+3% +$135K 3.24% 10
2025
Q2 		$4.54M Sell
22,111
-349
-2% -$70.5K 2.82% 10
2025
Q1 		$4.99M Buy
22,460
+2,904
+15% +$673K 3.6% 9
2024
Q4 		$4.9M Buy
+19,556
New +$4.61M 3.91% 9

Other funds holding AAPL

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
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
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

Frederick Financial Consultants's AAPL Position: Q3 2026 in Review

Frederick Financial Consultants increased its Apple (AAPL) stake by 5.1% in Q3 2026, buying an estimated $308K and bringing the position to 19,631 shares worth $6.54M. The position accounts for 2.71% of the portfolio, ranked #11.

Frederick Financial Consultants first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 4,411 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Frederick Financial Consultants held 19,631 shares of Apple worth $6.54M as of Q3 2026.
  • Frederick Financial Consultants bought 959 Apple shares in Q3 2026, an estimated $308K.
  • Apple made up 2.71% of Frederick Financial Consultants's portfolio in Q3 2026, its #11 holding.
  • Frederick Financial Consultants first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 4,411 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Frederick Financial Consultants's 13F filing for Q3 2026, filed 29 Oct 2026.