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LongView Wealth Management’s Apple AAPL Stock Holding History

LongView 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 		$16.8M Sell
50,452
-1,285
-2% -$413K 4.05% 2
2026
Q2 		$15M Sell
51,737
-1,726
-3% -$494K 3.84% 3
2026
Q1 		$13.8M Sell
53,463
-5,977
-10% -$1.56M 3.48% 3
2025
Q4 		$15.5M Buy
59,440
+3,004
+5% +$806K 3.74% 3
2025
Q3 		$14.4M Sell
56,436
-1,291
-2% -$292K 3.89% 3
2025
Q2 		$11.8M Sell
57,727
-5,391
-9% -$1.09M 3.59% 4
2025
Q1 		$14M Sell
63,118
-2,126
-3% -$493K 4.21% 3
2024
Q4 		$16.3M Sell
65,244
-1,221
-2% -$288K 4.98% 2
2024
Q3 		$15.5M Sell
66,465
-379
-0.6% -$84.6K 4.94% 3
2024
Q2 		$14.1M Sell
66,844
-2,132
-3% -$398K 5.2% 2
2024
Q1 		$11.8M Sell
68,976
-2,585
-4% -$470K 4.69% 3
2023
Q4 		$13.2M Buy
+71,561
New +$13.2M 5.92% 3

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
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
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

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

LongView Wealth Management reduced its Apple (AAPL) stake by 2.5% in Q3 2026, selling an estimated $413K and leaving 50,452 shares worth $16.8M. The position accounts for 4.05% of the portfolio, ranked #2.

LongView Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. 1,372 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • LongView Wealth Management held 50,452 shares of Apple worth $16.8M as of Q3 2026.
  • LongView Wealth Management sold 1,285 Apple shares in Q3 2026, an estimated $413K.
  • Apple made up 4.05% of LongView Wealth Management's portfolio in Q3 2026, its #2 holding.
  • LongView Wealth Management first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • 1,372 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.