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Integris Wealth Management’s Apple AAPL Stock Holding History

Integris Wealth Management’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 		$14.4M Buy
43,367
+264
+0.6% +$84.8K 2.78% 13
2026
Q2 		$12.5M Buy
43,103
+2,506
+6% +$717K 2.52% 12
2026
Q1 		$10.3M Buy
40,597
+79
+0.2% +$20.6K 2.37% 12
2025
Q4 		$11M Sell
40,518
-486
-1% -$130K 2.51% 12
2025
Q3 		$10.4M Sell
41,004
-237
-0.6% -$53.5K 2.54% 12
2025
Q2 		$8.46M Buy
41,241
+656
+2% +$132K 2.21% 13
2025
Q1 		$9.02M Sell
40,585
-254
-0.6% -$58.8K 2.57% 11
2024
Q4 		$10.2M Buy
40,839
+656
+2% +$155K 2.88% 11
2024
Q3 		$9.36M Buy
40,183
+570
+1% +$127K 2.62% 12
2024
Q2 		$8.34M Sell
39,613
-561
-1% -$105K 2.41% 14
2024
Q1 		$6.89M Buy
40,174
+212
+0.5% +$38.5K 1.9% 15
2023
Q4 		$7.69M Buy
39,962
+1,377
+4% +$254K 2.28% 14
2023
Q3 		$6.61M Buy
38,585
+20,977
+119% +$3.85M 2.17% 15
2023
Q2 		$3.42M Sell
17,608
-178
-1% -$31K 1.21% 17
2023
Q1 		$2.93M Sell
17,786
-3,962
-18% -$585K 1.08% 18
2022
Q4 		$2.83M Buy
+21,748
New +$3.11M 1.1% 17

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

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

Integris Wealth Management increased its Apple (AAPL) stake by 0.61% in Q3 2026, buying an estimated $84.8K and bringing the position to 43,367 shares worth $14.4M. The position accounts for 2.78% of the portfolio, ranked #13.

Integris Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 16 quarters since. 1,428 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Integris Wealth Management held 43,367 shares of Apple worth $14.4M as of Q3 2026.
  • Integris Wealth Management bought 264 Apple shares in Q3 2026, an estimated $84.8K.
  • Apple made up 2.78% of Integris Wealth Management's portfolio in Q3 2026, its #13 holding.
  • Integris Wealth Management first reported a position in Apple in Q4 2022 and has held it in 16 quarters since.
  • 1,428 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.