Gimbal Financial’s Apple AAPL Stock Holding History

Gimbal Financial’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	$10.4M	Buy	31,106 +27,492	+761%	+$8.83M	6.01%	5
2026 Q2	$1.05M	Buy	+3,614	New	+$1.03M	0.64%	12
2025 Q3	$1.12M	Buy	4,400 +505	+13%	+$114K	0.67%	15
2025 Q2	$799K	Sell	3,895 -252	-6%	-$50.9K	0.49%	16
2025 Q1	$921K	Sell	4,147 -288	-6%	-$66.7K	0.83%	12
2024 Q4	$1.11M	Sell	4,435 -23	-0.5%	-$5.42K	0.91%	15
2024 Q3	$1.03M	Sell	4,458 -29	-0.6%	-$6.48K	0.67%	17
2024 Q2	$1.02M	Buy	4,487 +785	+21%	+$146K	0.75%	16
2024 Q1	$635K	Sell	3,702 -1,390	-27%	-$253K	0.52%	19
2023 Q4	$980K	Buy	+5,092	New	+$940K	0.98%	14

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Gimbal Financial's AAPL Position: Q3 2026 in Review

Gimbal Financial increased its Apple (AAPL) stake by 761% in Q3 2026, buying an estimated $8.83M and bringing the position to 31,106 shares worth $10.4M. The position accounts for 6.01% of the portfolio, ranked #5.

Gimbal Financial first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. 3,100 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Gimbal Financial held 31,106 shares of Apple worth $10.4M as of Q3 2026.
Gimbal Financial bought 27,492 Apple shares in Q3 2026, an estimated $8.83M.
Apple made up 6.01% of Gimbal Financial's portfolio in Q3 2026, its #5 holding.
Gimbal Financial first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
3,100 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Gimbal Financial's 13F filing for Q3 2026, filed 19 Oct 2026.