Harold Davidson & Associates
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Harold Davidson & Associates’s Apple AAPL Stock Holding History

Harold Davidson & 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 		$62M Sell
186,236
-1,701
-0.9% -$546K 25.17% 1
2026
Q2 		$54.4M Sell
187,937
-6,824
-4% -$1.95M 23.58% 1
2026
Q1 		$49.4M Sell
194,761
-7,633
-4% -$1.99M 24% 1
2025
Q4 		$55M Sell
202,394
-1,146
-0.6% -$308K 24.35% 1
2025
Q3 		$51.8M Buy
203,540
+43,603
+27% +$9.9M 23.55% 1
2025
Q2 		$32.8M Sell
159,937
-45,633
-22% -$9.22M 21.26% 1
2025
Q1 		$45.7M Sell
205,570
-3,255
-2% -$754K 24.92% 1
2024
Q4 		$52.3M Buy
+208,825
New +$49.2M 25.01% 1

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Harold Davidson & Associates's AAPL Position: Q3 2026 in Review

Harold Davidson & Associates reduced its Apple (AAPL) stake by 0.91% in Q3 2026, selling an estimated $546K and leaving 186,236 shares worth $62M. The position accounts for 25.17% of the portfolio, ranked #1.

Harold Davidson & Associates first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 2,914 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Harold Davidson & Associates held 186,236 shares of Apple worth $62M as of Q3 2026.
  • Harold Davidson & Associates sold 1,701 Apple shares in Q3 2026, an estimated $546K.
  • Apple made up 25.17% of Harold Davidson & Associates's portfolio in Q3 2026, its #1 holding.
  • Harold Davidson & Associates first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 2,914 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Harold Davidson & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.