Heirloom Wealth Management
AAPL icon

Heirloom Wealth Management’s Apple AAPL Stock Holding History

Heirloom 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 		$13.1M Sell
39,345
-23,102
-37% -$7.42M 1.7% 23
2026
Q2 		$18.1M Buy
62,447
+7,408
+13% +$2.12M 2.62% 14
2026
Q1 		$14M Buy
55,039
+8,361
+18% +$2.18M 2.52% 14
2025
Q4 		$12.7M Buy
46,678
+479
+1% +$129K 2.93% 15
2025
Q3 		$11.8M Buy
46,199
+699
+2% +$158K 2.84% 15
2025
Q2 		$9.34M Buy
45,500
+84
+0.2% +$17K 2.46% 14
2025
Q1 		$10.1M Buy
45,416
+1,575
+4% +$365K 2.89% 13
2024
Q4 		$11M Buy
43,841
+2,569
+6% +$605K 3.29% 11
2024
Q3 		$9.6M Buy
41,272
+744
+2% +$166K 3% 11
2024
Q2 		$8.54M Buy
40,528
+1,359
+3% +$253K 2.77% 12
2024
Q1 		$6.72M Sell
39,169
-1,097
-3% -$199K 2.29% 15
2023
Q4 		$7.75M Buy
40,266
+1,016
+3% +$188K 2.98% 12
2023
Q3 		$6.72M Sell
39,250
-1,029
-3% -$189K 2.99% 12
2023
Q2 		$7.81M Buy
40,279
+1,646
+4% +$287K 3.39% 12
2023
Q1 		$6.37M Buy
38,633
+4,225
+12% +$623K 3.04% 13
2022
Q4 		$4.47M Buy
+34,408
New +$4.92M 2.78% 14
2022
Q2 		$607K Buy
3,678
+1,789
+95% +$271K 0.5% 23
2022
Q1 		$278K Buy
1,889
+244
+15% +$41K 0.19% 27
2021
Q4 		$266K Buy
+1,645
New +$260K 0.23% 31

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
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 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

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

Heirloom Wealth Management reduced its Apple (AAPL) stake by 37% in Q3 2026, selling an estimated $7.42M and leaving 39,345 shares worth $13.1M. The position accounts for 1.7% of the portfolio, ranked #23.

Heirloom Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $18.1M in Q2 2026. 2,298 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Heirloom Wealth Management held 39,345 shares of Apple worth $13.1M as of Q3 2026.
  • Heirloom Wealth Management sold 23,102 Apple shares in Q3 2026, an estimated $7.42M.
  • Apple made up 1.7% of Heirloom Wealth Management's portfolio in Q3 2026, its #23 holding.
  • Heirloom Wealth Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Heirloom Wealth Management's Apple position peaked at $18.1M in Q2 2026.
  • 2,298 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Heirloom Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.