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Intelligence Driven Advisers’s Apple AAPL Stock Holding History

Intelligence Driven Advisers’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 		$21.8M Sell
65,345
-1,988
-3% -$639K 3.76% 6
2026
Q2 		$19.5M Buy
67,333
+414
+0.6% +$118K 3.16% 8
2026
Q1 		$17M Sell
66,919
-4,114
-6% -$1.07M 2.96% 9
2025
Q4 		$19.3M Sell
71,033
-2,647
-4% -$711K 2.76% 12
2025
Q3 		$18.8M Sell
73,680
-87
-0.1% -$19.7K 2.6% 13
2025
Q2 		$15.1M Buy
73,767
+3,891
+6% +$786K 2.28% 15
2025
Q1 		$15.5M Sell
69,876
-2,491
-3% -$577K 2.99% 12
2024
Q4 		$18.1M Sell
72,367
-180
-0.2% -$42.4K 3.41% 10
2024
Q3 		$16.9M Buy
72,547
+1,734
+2% +$387K 2.42% 13
2024
Q2 		$14.9M Buy
70,813
+5,010
+8% +$934K 2.11% 13
2024
Q1 		$11.3M Sell
65,803
-1,796
-3% -$327K 1.67% 13
2023
Q4 		$12.5M Sell
67,599
-631
-0.9% -$117K 2.01% 12
2023
Q3 		$11.8M Sell
68,230
-573
-0.8% -$105K 2.1% 14
2023
Q2 		$13.2M Buy
68,803
+2,543
+4% +$443K 2.31% 14
2023
Q1 		$10.9M Sell
66,260
-2,885
-4% -$426K 1.95% 17
2022
Q4 		$8.96M Sell
69,145
-538
-0.8% -$76.9K 1.64% 19
2022
Q3 		$10.1M Buy
69,683
+695
+1% +$109K 2.04% 16
2022
Q2 		$9.86M Sell
68,988
-3,331
-5% -$504K 1.93% 19
2022
Q1 		$12.4M Sell
72,319
-4,349
-6% -$731K 2.27% 13
2021
Q4 		$12.3M Buy
76,668
+658
+0.9% +$104K 2.25% 15
2021
Q3 		$10.7M Sell
76,010
-3,690
-5% -$543K 2.41% 16
2021
Q2 		$10.9M Buy
79,700
+8,944
+13% +$1.16M 2.12% 18
2021
Q1 		$8.64M Sell
70,756
-45,229
-39% -$5.81M 1.94% 20
2020
Q4 		$15.4M Sell
115,985
-4,489
-4% -$540K 3.45% 10
2020
Q3 		$14M Sell
120,474
-5,754
-5% -$628K 3.27% 13
2020
Q2 		$11.5M Sell
126,228
-4,100
-3% -$318K 4.07% 7
2020
Q1 		$8.29M Buy
130,328
+6,684
+5% +$492K 3.84% 7
2019
Q4 		$9.08M Sell
123,644
-9,472
-7% -$609K 4.12% 7
2019
Q3 		$7.45M Sell
133,116
-1,616
-1% -$84.5K 3.53% 8
2019
Q2 		$6.67M Sell
134,732
-2,744
-2% -$134K 3.17% 10
2019
Q1 		$6.53M Sell
137,476
-7,696
-5% -$326K 3.57% 8
2018
Q4 		$5.72M Buy
+145,172
New +$7.04M 3.62% 9

Other funds holding AAPL

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Intelligence Driven Advisers's AAPL Position: Q3 2026 in Review

Intelligence Driven Advisers reduced its Apple (AAPL) stake by 3% in Q3 2026, selling an estimated $639K and leaving 65,345 shares worth $21.8M. The position accounts for 3.76% of the portfolio, ranked #6.

Intelligence Driven Advisers first reported a position in AAPL in Q4 2018 and has held it in 32 quarters since. 351 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Intelligence Driven Advisers held 65,345 shares of Apple worth $21.8M as of Q3 2026.
  • Intelligence Driven Advisers sold 1,988 Apple shares in Q3 2026, an estimated $639K.
  • Apple made up 3.76% of Intelligence Driven Advisers's portfolio in Q3 2026, its #6 holding.
  • Intelligence Driven Advisers first reported a position in Apple in Q4 2018 and has held it in 32 quarters since.
  • 351 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.