Global Financial Private Client
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Global Financial Private Client’s Apple AAPL Stock Holding History

Global Financial Private Client’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 		$18.9M Buy
56,733
+872
+2% +$280K 5.22% 1
2026
Q2 		$16.2M Buy
55,861
+2,052
+4% +$587K 4.38% 2
2026
Q1 		$13.7M Buy
53,809
+2,965
+6% +$772K 4.47% 2
2025
Q4 		$13.8M Sell
50,844
-156
-0.3% -$41.9K 4.84% 2
2025
Q3 		$13M Sell
51,000
-14,783
-22% -$3.34M 4.63% 2
2025
Q2 		$13.5M Sell
65,783
-128
-0.2% -$25.8K 5.06% 1
2025
Q1 		$14.6M Sell
65,911
-5,823
-8% -$1.35M 5.59% 1
2024
Q4 		$18M Buy
71,734
+112
+0.2% +$26.4K 6.74% 1
2024
Q3 		$16.7M Buy
71,622
+1,013
+1% +$226K 6.51% 1
2024
Q2 		$14.9M Sell
70,609
-83
-0.1% -$15.5K 6.22% 1
2024
Q1 		$12M Buy
70,692
+717
+1% +$130K 5.17% 1
2023
Q4 		$13.5M Buy
69,975
+1,564
+2% +$289K 6.31% 1
2023
Q3 		$11.9M Sell
68,411
-176
-0.3% -$32.3K 6.14% 1
2023
Q2 		$13.2M Sell
68,587
-120
-0.2% -$20.9K 6.49% 1
2023
Q1 		$11.4M Sell
68,707
-2,023
-3% -$298K 5.89% 2
2022
Q4 		$9.19M Buy
70,730
+2,356
+3% +$337K 5.14% 2
2022
Q3 		$9.7M Buy
68,374
+866
+1% +$136K 5.61% 1
2022
Q2 		$9.38M Buy
67,508
+18,495
+38% +$2.8M 5.29% 1
2022
Q1 		$8.54M Buy
49,013
+6,676
+16% +$1.12M 4.13% 1
2021
Q4 		$7.52M Buy
42,337
+3,130
+8% +$495K 3.63% 3
2021
Q3 		$5.59M Sell
39,207
-1,506
-4% -$222K 2.88% 9
2021
Q2 		$5.59M Sell
40,713
-1,916
-4% -$248K 3.12% 7
2021
Q1 		$5.24M Buy
42,629
+3,785
+10% +$486K 3.76% 4
2020
Q4 		$5.15M Buy
38,844
+875
+2% +$105K 4.09% 5
2020
Q3 		$4.43M Sell
37,969
-2,755
-7% -$301K 3.85% 5
2020
Q2 		$3.71M Buy
40,724
+640
+2% +$49.6K 3.23% 6
2020
Q1 		$2.41M Buy
40,084
+2,592
+7% +$191K 2.56% 7
2019
Q4 		$2.75M Buy
+37,492
New +$2.41M 2.3% 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

Global Financial Private Client's AAPL Position: Q3 2026 in Review

Global Financial Private Client increased its Apple (AAPL) stake by 1.6% in Q3 2026, buying an estimated $280K and bringing the position to 56,733 shares worth $18.9M. The position accounts for 5.22% of the portfolio, ranked #1.

Global Financial Private Client first reported a position in AAPL in Q4 2019 and has held it in 28 quarters since. 4,411 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Global Financial Private Client held 56,733 shares of Apple worth $18.9M as of Q3 2026.
  • Global Financial Private Client bought 872 Apple shares in Q3 2026, an estimated $280K.
  • Apple made up 5.22% of Global Financial Private Client's portfolio in Q3 2026, its #1 holding.
  • Global Financial Private Client first reported a position in Apple in Q4 2019 and has held it in 28 quarters since.
  • 4,411 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.