IFS Advisors
AAPL icon

IFS Advisors’s Apple AAPL Stock Holding History

IFS 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 		$1.37M Buy
4,128
+2,352
+132% +$755K 0.41% 45
2026
Q2 		$514K Sell
1,776
-40
-2% -$11.4K 0.25% 19
2026
Q1 		$461K Buy
1,816
+47
+3% +$12.2K 0.24% 19
2025
Q4 		$481K Sell
1,769
-125
-7% -$33.6K 0.25% 19
2025
Q3 		$482K Buy
1,894
+18
+1% +$4.07K 0.28% 18
2025
Q2 		$385K Sell
1,876
-100
-5% -$20.2K 0.29% 12
2025
Q1 		$439K Sell
1,976
-20
-1% -$4.63K 0.36% 11
2024
Q4 		$500K Buy
1,996
+226
+13% +$53.3K 0.39% 10
2024
Q3 		$413K Hold
1,770
– – 0.33% 10
2024
Q2 		$373K Hold
1,770
– – 0.31% 10
2024
Q1 		$304K Hold
1,770
– – 0.27% 11
2023
Q4 		$341K Buy
1,770
+20
+1% +$3.69K 0.41% 10
2023
Q3 		$300K Sell
1,750
-170
-9% -$31.2K 0.56% 9
2023
Q2 		$372K Buy
1,920
+839
+78% +$146K 0.92% 5
2023
Q1 		$178K Hold
1,081
– – 0.73% 6
2022
Q4 		$141K Hold
1,081
– – 0.24% 11
2022
Q3 		$149K Buy
1,081
+560
+107% +$87.9K 0.27% 9
2022
Q2 		$71K Hold
521
– – 0.19% 15
2022
Q1 		$90K Buy
521
+1
+0.2% +$168 0.08% 18
2021
Q4 		$92K Buy
+520
New +$82.2K 0.06% 31
2021
Q1 		– Sell
-721
Closed -$95K – 25
2020
Q4 		$95K Buy
+721
New +$86.7K 0.07% 27

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

IFS Advisors's AAPL Position: Q3 2026 in Review

IFS Advisors increased its Apple (AAPL) stake by 132% in Q3 2026, buying an estimated $755K and bringing the position to 4,128 shares worth $1.37M. The position accounts for 0.41% of the portfolio, ranked #45.

IFS Advisors first reported a position in AAPL in Q4 2020 and has held it in 21 quarters since. 1,958 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • IFS Advisors held 4,128 shares of Apple worth $1.37M as of Q3 2026.
  • IFS Advisors bought 2,352 Apple shares in Q3 2026, an estimated $755K.
  • Apple made up 0.41% of IFS Advisors's portfolio in Q3 2026, its #45 holding.
  • IFS Advisors first reported a position in Apple in Q4 2020 and has held it in 21 quarters since.
  • 1,958 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.