KWB Wealth
AAPL icon

KWB Wealth’s Apple AAPL Stock Holding History

KWB Wealth’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 		$5.38M Sell
16,147
-416
-3% -$134K 0.46% 53
2026
Q2 		$4.79M Buy
16,563
+660
+4% +$189K 0.41% 48
2026
Q1 		$4.32M Sell
15,903
-857
-5% -$223K 0.43% 44
2025
Q4 		$4.56M Buy
16,760
+610
+4% +$164K 0.43% 44
2025
Q3 		$3.31M Sell
16,150
-683
-4% -$154K 0.37% 48
2025
Q2 		$3.74M Sell
16,833
-601
-3% -$121K 0.45% 42
2025
Q1 		$4.37M Buy
17,434
+325
+2% +$75.3K 0.53% 36
2024
Q4 		$3.99M Buy
17,109
+603
+4% +$142K 0.49% 31
2024
Q3 		$3.48M Sell
16,506
-1,326
-7% -$296K 0.45% 32
2024
Q2 		$3.06M Sell
17,832
-62
-0.3% -$11.6K 0.42% 32
2024
Q1 		$3.07M Sell
17,894
-520
-3% -$94.6K 0.41% 32
2023
Q4 		$3.55M Buy
18,414
+4,576
+33% +$845K 0.51% 29
2023
Q3 		$2.68M Hold
13,838
– – 0.43% 31
2023
Q2 		$2.68M Buy
13,838
+217
+2% +$37.8K 0.42% 31
2023
Q1 		$1.77M Buy
13,621
+1,977
+17% +$292K 0.33% 36
2022
Q4 		$1.51M Sell
11,644
-2,529
-18% -$361K 0.29% 37
2022
Q3 		$1.96M Sell
14,173
-98
-0.7% -$15.4K 0.39% 30
2022
Q2 		$1.95M Buy
14,271
+174
+1% +$26.4K 0.38% 32
2022
Q1 		$2.5M Hold
14,097
– – 0.42% 27
2021
Q4 		$2.5M Buy
14,097
+21
+0.1% +$3.32K 0.42% 27
2021
Q3 		$1.99M Sell
14,076
-334
-2% -$49.2K 0.35% 30
2021
Q2 		$1.76M Hold
14,410
– – 0.34% 32
2021
Q1 		$1.76M Sell
14,410
-87
-0.6% -$11.2K 0.34% 32
2020
Q4 		$1.92M Buy
+14,497
New +$1.74M 0.4% 32

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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 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

KWB Wealth's AAPL Position: Q3 2026 in Review

KWB Wealth reduced its Apple (AAPL) stake by 2.5% in Q3 2026, selling an estimated $134K and leaving 16,147 shares worth $5.38M. The position accounts for 0.46% of the portfolio, ranked #53.

KWB Wealth first reported a position in AAPL in Q4 2020 and has held it in 24 quarters since. 2,316 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • KWB Wealth held 16,147 shares of Apple worth $5.38M as of Q3 2026.
  • KWB Wealth sold 416 Apple shares in Q3 2026, an estimated $134K.
  • Apple made up 0.46% of KWB Wealth's portfolio in Q3 2026, its #53 holding.
  • KWB Wealth first reported a position in Apple in Q4 2020 and has held it in 24 quarters since.
  • 2,316 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.