Lauer Wealth’s Apple AAPL Stock Holding History

Lauer 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	$812K	Hold	2,386	–	–	0.51%	29
2026 Q2	$751K	Buy	2,386 +188	+9%	+$53.8K	0.45%	33
2026 Q1	$569K	Buy	2,198 +170	+8%	+$44.2K	0.45%	30
2025 Q4	$525K	Hold	2,028	–	–	0.39%	31
2025 Q3	$506K	Sell	2,028 -25	-1%	-$5.65K	0.36%	36
2025 Q2	$466K	Sell	2,053 -368	-15%	-$74.3K	0.39%	29
2025 Q1	$511K	Hold	2,421	–	–	0.39%	30
2024 Q4	$606K	Sell	2,421 -198	-8%	-$46.7K	0.41%	24
2024 Q3	$604K	Sell	2,619 -33	-1%	-$7.37K	0.47%	21
2024 Q2	$604K	Sell	2,652 -88	-3%	-$16.4K	0.48%	20
2024 Q1	$480K	Sell	2,740 -115	-4%	-$20.9K	0.42%	25
2023 Q4	$554K	Sell	2,855 -224	-7%	-$41.4K	0.51%	25
2023 Q3	$550K	Sell	3,079 -20	-0.6%	-$3.67K	0.59%	23
2023 Q2	$599K	Sell	3,099 -31	-1%	-$5.4K	0.62%	23
2023 Q1	$517K	Buy	+3,130	New	+$462K	0.65%	20

Other funds holding AAPL

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Lauer Wealth's AAPL Position: Q3 2026 in Review

Lauer Wealth held its Apple (AAPL) position steady in Q3 2026 at 2,386 shares worth $812K. The position accounts for 0.51% of the portfolio, ranked #29.

Lauer Wealth first reported a position in AAPL in Q1 2023 and has held it in 15 quarters since. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Lauer Wealth held 2,386 shares of Apple worth $812K as of Q3 2026.
Lauer Wealth left its Apple share count unchanged in Q3 2026.
Apple made up 0.51% of Lauer Wealth's portfolio in Q3 2026, its #29 holding.
Lauer Wealth first reported a position in Apple in Q1 2023 and has held it in 15 quarters since.
2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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