Helium Advisors’s Apple AAPL Stock Holding History

Helium Advisors’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	$3.46M	Sell	10,376 -4,784	-32%	-$1.54M	3%	7
2026 Q2	$4.39M	Sell	15,160 -454	-3%	-$130K	3.64%	6
2026 Q1	$3.96M	Sell	15,614 -1,060	-6%	-$276K	3.77%	6
2025 Q4	$4.53M	Sell	16,674 -6,781	-29%	-$1.82M	4.59%	6
2025 Q3	$5.97M	Sell	23,455 -5,278	-18%	-$1.19M	4.99%	6
2025 Q2	$5.9M	Sell	28,733 -902	-3%	-$182K	3.73%	7
2025 Q1	$6.58M	Sell	29,635 -3,040	-9%	-$704K	4.79%	7
2024 Q4	$8.18M	Buy	+32,675	New	+$7.7M	6.48%	4

Other funds holding AAPL

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Helium Advisors's AAPL Position: Q3 2026 in Review

Helium Advisors reduced its Apple (AAPL) stake by 32% in Q3 2026, selling an estimated $1.54M and leaving 10,376 shares worth $3.46M. The position accounts for 3% of the portfolio, ranked #7.

Helium Advisors first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.18M in Q4 2024. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Helium Advisors held 10,376 shares of Apple worth $3.46M as of Q3 2026.
Helium Advisors sold 4,784 Apple shares in Q3 2026, an estimated $1.54M.
Apple made up 3% of Helium Advisors's portfolio in Q3 2026, its #7 holding.
Helium Advisors first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
Helium Advisors's Apple position peaked at $8.18M in Q4 2024.
2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Helium Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.