Infinity Wealth Counsel’s Apple AAPL Stock Holding History

Infinity Wealth Counsel’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
2025 Q4	–	Sell	-800	Closed	-$204K	–	63
2025 Q3	$204K	Hold	800	–	–	0.2%	63
2025 Q2	$164K	Buy	+800	New	+$162K	0.17%	59

Other funds holding AAPL

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Infinity Wealth Counsel's AAPL Position: Q3 2026 in Review

Infinity Wealth Counsel reduced its Apple (AAPL) stake by 3.5% in Q3 2026, selling an estimated $32.1K and leaving 2,780 shares worth $926K. The position accounts for 0.75% of the portfolio, ranked #37.

Infinity Wealth Counsel first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Infinity Wealth Counsel held 2,780 shares of Apple worth $926K as of Q3 2026.
Infinity Wealth Counsel sold 100 Apple shares in Q3 2026, an estimated $32.1K.
Apple made up 0.75% of Infinity Wealth Counsel's portfolio in Q3 2026, its #37 holding.
Infinity Wealth Counsel first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Infinity Wealth Counsel's 13F filing for Q3 2026, filed 15 Oct 2026.