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Global Wealth Management’s Apple AAPL Stock Holding History

Global Wealth Management’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 		$871K Buy
2,615
+1
+0% +$321 0.47% 20
2026
Q2 		$756K Buy
2,614
+2
+0.1% +$572 0.39% 20
2026
Q1 		$663K Buy
2,612
+1
+0% +$260 0.36% 24
2025
Q4 		$710K Sell
2,611
-49
-2% -$13.2K 0.38% 20
2025
Q3 		$677K Buy
2,660
+3
+0.1% +$678 0.36% 22
2025
Q2 		$554K Buy
2,657
+403
+18% +$81.4K 0.3% 22
2025
Q1 		$501K Buy
2,254
+3
+0.1% +$695 0.29% 22
2024
Q4 		$564K Buy
2,251
+2
+0.1% +$471 0.36% 22
2024
Q3 		$524K Buy
+2,249
New +$502K 0.35% 19

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Global Wealth Management's AAPL Position: Q3 2026 in Review

Global Wealth Management increased its Apple (AAPL) stake by 0.04% in Q3 2026, buying an estimated $321 and bringing the position to 2,615 shares worth $871K. The position accounts for 0.47% of the portfolio, ranked #20.

Global Wealth Management first reported a position in AAPL in Q3 2024 and has held it in 9 quarters since. 1,793 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Global Wealth Management held 2,615 shares of Apple worth $871K as of Q3 2026.
  • Global Wealth Management bought 1 Apple share in Q3 2026, an estimated $321.
  • Apple made up 0.47% of Global Wealth Management's portfolio in Q3 2026, its #20 holding.
  • Global Wealth Management first reported a position in Apple in Q3 2024 and has held it in 9 quarters since.
  • 1,793 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Global Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.