Global Wealth Strategies & Associates’s Apple AAPL Stock Holding History

Global Wealth Strategies & Associates’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	$4.38M	Buy	13,166 +2,115	+19%	+$679K	0.8%	20
2026 Q2	$3.2M	Sell	11,051 -366	-3%	-$105K	0.61%	24
2026 Q1	$2.9M	Buy	11,417 +157	+1%	+$40.9K	0.71%	19
2025 Q4	$3.06M	Sell	11,260 -147	-1%	-$39.5K	0.76%	17
2025 Q3	$2.9M	Sell	11,407 -362	-3%	-$81.8K	0.75%	16
2025 Q2	$2.41M	Sell	11,769 -578	-5%	-$117K	0.69%	19
2025 Q1	$2.74M	Buy	12,347 +838	+7%	+$194K	0.83%	14
2024 Q4	$2.88M	Buy	11,509 +838	+8%	+$197K	0.9%	14
2024 Q3	$2.49M	Buy	10,671 +406	+4%	+$90.7K	0.82%	16
2024 Q2	$2.16M	Sell	10,265 -726	-7%	-$135K	0.78%	18
2024 Q1	$1.88M	Buy	10,991 +796	+8%	+$145K	0.71%	19
2023 Q4	$1.96M	Buy	10,195 +883	+9%	+$163K	0.82%	17
2023 Q3	$1.59M	Buy	9,312 +1,744	+23%	+$320K	0.74%	25
2023 Q2	$1.47M	Sell	7,568 -62	-0.8%	-$10.8K	0.69%	24
2023 Q1	$1.26M	Buy	7,630 +1,085	+17%	+$160K	0.65%	23
2022 Q4	$850K	Buy	+6,545	New	+$935K	0.49%	27

Other funds holding AAPL

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

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

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

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Global Wealth Strategies & Associates's AAPL Position: Q3 2026 in Review

Global Wealth Strategies & Associates increased its Apple (AAPL) stake by 19% in Q3 2026, buying an estimated $679K and bringing the position to 13,166 shares worth $4.38M. The position accounts for 0.8% of the portfolio, ranked #20.

Global Wealth Strategies & Associates first reported a position in AAPL in Q4 2022 and has held it in 16 quarters since. 610 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Global Wealth Strategies & Associates held 13,166 shares of Apple worth $4.38M as of Q3 2026.
Global Wealth Strategies & Associates bought 2,115 Apple shares in Q3 2026, an estimated $679K.
Apple made up 0.8% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #20 holding.
Global Wealth Strategies & Associates first reported a position in Apple in Q4 2022 and has held it in 16 quarters since.
610 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.