Inlight Wealth Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$776K Buy
2,330
+67
+3% +$21.5K 0.22% 34
2026
Q2
$655K Buy
2,263
+2
+0.1% +$572 0.21% 31
2026
Q1
$574K Buy
2,261
+11
+0.5% +$2.86K 0.21% 29
2025
Q4
$612K Buy
2,250
+2
+0.1% +$537 0.22% 32
2025
Q3
$573K Buy
2,248
+1
+0% +$226 0.27% 31
2025
Q2
$461K Sell
2,247
-4
-0.2% -$808 0.24% 32
2025
Q1
$500K Buy
2,251
+2
+0.1% +$463 0.31% 29
2024
Q4
$563K Buy
+2,249
New +$530K 0.37% 30

Other funds holding AAPL

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

Inlight Wealth Management increased its Apple (AAPL) stake by 3% in Q3 2026, buying an estimated $21.5K and bringing the position to 2,330 shares worth $776K. The position accounts for 0.22% of the portfolio, ranked #34.

Inlight Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 1,959 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Inlight Wealth Management held 2,330 shares of Apple worth $776K as of Q3 2026.
  • Inlight Wealth Management bought 67 Apple shares in Q3 2026, an estimated $21.5K.
  • Apple made up 0.22% of Inlight Wealth Management's portfolio in Q3 2026, its #34 holding.
  • Inlight Wealth Management first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 1,959 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Inlight Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.