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Freestate Advisors’s Apple AAPL Stock Holding History

Freestate 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 		$1.5M Buy
4,505
+104
+2% +$33.4K 1.15% 17
2026
Q2 		$1.27M Buy
4,401
+5
+0.1% +$1.43K 0.95% 18
2026
Q1 		$1.12M Buy
4,396
+3
+0.1% +$781 0.89% 17
2025
Q4 		$1.19M Buy
4,393
+162
+4% +$43.5K 0.97% 15
2025
Q3 		$1.08M Buy
4,231
+174
+4% +$39.3K 0.9% 17
2025
Q2 		$832K Buy
4,057
+3
+0.1% +$606 0.74% 17
2025
Q1 		$900K Buy
4,054
+149
+4% +$34.5K 0.89% 15
2024
Q4 		$978K Sell
3,905
-45
-1% -$10.6K 1.01% 14
2024
Q3 		$920K Buy
+3,950
New +$882K 0.96% 14

Other funds holding AAPL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Freestate Advisors's AAPL Position: Q3 2026 in Review

Freestate Advisors increased its Apple (AAPL) stake by 2.4% in Q3 2026, buying an estimated $33.4K and bringing the position to 4,505 shares worth $1.5M. The position accounts for 1.15% of the portfolio, ranked #17.

Freestate Advisors first reported a position in AAPL in Q3 2024 and has held it in 9 quarters since. 643 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Freestate Advisors held 4,505 shares of Apple worth $1.5M as of Q3 2026.
  • Freestate Advisors bought 104 Apple shares in Q3 2026, an estimated $33.4K.
  • Apple made up 1.15% of Freestate Advisors's portfolio in Q3 2026, its #17 holding.
  • Freestate Advisors first reported a position in Apple in Q3 2024 and has held it in 9 quarters since.
  • 643 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Freestate Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.