Holcombe Financial
AAPL icon

Holcombe Financial’s Apple AAPL Stock Holding History

Holcombe Financial’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 		$28.5M Sell
85,724
-172
-0.2% -$55.2K 15.79% 1
2026
Q2 		$24.9M Sell
85,896
-1,435
-2% -$410K 14.03% 1
2026
Q1 		$22.2M Sell
87,331
-271
-0.3% -$70.5K 13.03% 2
2025
Q4 		$23.8M Sell
87,602
-1,172
-1% -$315K 14.95% 1
2025
Q3 		$22.6M Sell
88,774
-2,026
-2% -$458K 15.78% 2
2025
Q2 		$18.6M Hold
90,800
– – 14.03% 2
2025
Q1 		$20.2M Sell
90,800
-165
-0.2% -$38.2K 16.75% 2
2024
Q4 		$22.8M Buy
+90,965
New +$21.4M 18.76% 2

Other funds holding AAPL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Holcombe Financial's AAPL Position: Q3 2026 in Review

Holcombe Financial reduced its Apple (AAPL) stake by 0.2% in Q3 2026, selling an estimated $55.2K and leaving 85,724 shares worth $28.5M. The position accounts for 15.79% of the portfolio, ranked #1.

Holcombe Financial first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 3,530 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Holcombe Financial held 85,724 shares of Apple worth $28.5M as of Q3 2026.
  • Holcombe Financial sold 172 Apple shares in Q3 2026, an estimated $55.2K.
  • Apple made up 15.79% of Holcombe Financial's portfolio in Q3 2026, its #1 holding.
  • Holcombe Financial first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 3,530 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Holcombe Financial's 13F filing for Q3 2026, filed 16 Oct 2026.