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Latitude Advisors’s Apple AAPL Stock Holding History

Latitude Advisors’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 		$4.27M Buy
12,834
+537
+4% +$172K 1.32% 11
2026
Q2 		$3.56M Buy
12,297
+1,996
+19% +$571K 1.42% 13
2026
Q1 		$2.61M Sell
10,301
-1,641
-14% -$427K 1.2% 14
2025
Q4 		$3.25M Sell
11,942
-39
-0.3% -$10.5K 1.43% 12
2025
Q3 		$3.05M Buy
11,981
+273
+2% +$61.7K 1.39% 12
2025
Q2 		$2.4M Buy
11,708
+337
+3% +$68.1K 1.21% 12
2025
Q1 		$2.53M Buy
11,371
+398
+4% +$92.2K 1.47% 11
2024
Q4 		$2.75M Sell
10,973
-6,263
-36% -$1.48M 1.55% 13
2024
Q3 		$4.02M Buy
17,236
+50
+0.3% +$11.2K 2.27% 6
2024
Q2 		$3.62M Sell
17,186
-901
-5% -$168K 2.21% 6
2024
Q1 		$3.1M Buy
18,087
+295
+2% +$53.6K 1.94% 9
2023
Q4 		$3.43M Sell
17,792
-137
-0.8% -$25.3K 2.41% 6
2023
Q3 		$3.07M Buy
17,929
+276
+2% +$50.6K 2.2% 8
2023
Q2 		$3.42M Sell
17,653
-37
-0.2% -$6.45K 2.38% 7
2023
Q1 		$2.92M Sell
17,690
-806
-4% -$119K 2.11% 8
2022
Q4 		$2.4M Sell
18,496
-1,248
-6% -$178K 1.8% 9
2022
Q3 		$2.73M Buy
19,744
+2,053
+12% +$322K 2.25% 10
2022
Q2 		$2.42M Sell
17,691
-40,408
-70% -$6.12M 2.22% 10
2022
Q1 		$10.1M Buy
58,099
+17,219
+42% +$2.9M 2.28% 8
2021
Q4 		$7.26M Buy
40,880
+1,655
+4% +$262K 2.03% 5
2021
Q3 		$5.55M Buy
39,225
+19,438
+98% +$2.86M 1.76% 7
2021
Q2 		$2.71M Buy
19,787
+26
+0.1% +$3.37K 2.01% 7
2021
Q1 		$2.41M Buy
19,761
+429
+2% +$55.1K 1.98% 9
2020
Q4 		$2.56M Buy
+19,332
New +$2.33M 2.27% 5

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Latitude Advisors's AAPL Position: Q3 2026 in Review

Latitude Advisors increased its Apple (AAPL) stake by 4.4% in Q3 2026, buying an estimated $172K and bringing the position to 12,834 shares worth $4.27M. The position accounts for 1.32% of the portfolio, ranked #11.

Latitude Advisors first reported a position in AAPL in Q4 2020 and has held it in 24 quarters since. The position peaked at $10.1M in Q1 2022. 2,914 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Latitude Advisors held 12,834 shares of Apple worth $4.27M as of Q3 2026.
  • Latitude Advisors bought 537 Apple shares in Q3 2026, an estimated $172K.
  • Apple made up 1.32% of Latitude Advisors's portfolio in Q3 2026, its #11 holding.
  • Latitude Advisors first reported a position in Apple in Q4 2020 and has held it in 24 quarters since.
  • Latitude Advisors's Apple position peaked at $10.1M in Q1 2022.
  • 2,914 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.