Luminvest Wealth Management
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Luminvest Wealth Management’s Apple AAPL Stock Holding History

Luminvest 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 		$740K Sell
2,215
-338
-13% -$109K 0.19% 26
2026
Q2 		$776K Buy
2,553
+783
+44% +$224K 0.18% 28
2026
Q1 		$462K Buy
1,770
+72
+4% +$18.7K 0.12% 36
2025
Q4 		$462K Sell
1,698
-479
-22% -$129K 0.13% 36
2025
Q3 		$554K Sell
2,177
-237
-10% -$53.5K 0.18% 28
2025
Q2 		$498K Sell
2,414
-571
-19% -$115K 0.18% 27
2025
Q1 		$663K Hold
2,985
– – 0.27% 20
2024
Q4 		$748K Sell
2,985
-655
-18% -$154K 0.3% 19
2024
Q3 		$850K Sell
3,640
-114
-3% -$25.5K 0.35% 19
2024
Q2 		$798K Buy
3,754
+2,589
+222% +$483K 0.37% 18
2024
Q1 		$242K Hold
1,165
– – 0.15% 19
2023
Q4 		$252K Buy
+1,165
New +$215K 0.17% 19

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

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

Luminvest Wealth Management reduced its Apple (AAPL) stake by 13% in Q3 2026, selling an estimated $109K and leaving 2,215 shares worth $740K. The position accounts for 0.19% of the portfolio, ranked #26.

Luminvest Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. The position peaked at $850K in Q3 2024. 3,071 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Luminvest Wealth Management held 2,215 shares of Apple worth $740K as of Q3 2026.
  • Luminvest Wealth Management sold 338 Apple shares in Q3 2026, an estimated $109K.
  • Apple made up 0.19% of Luminvest Wealth Management's portfolio in Q3 2026, its #26 holding.
  • Luminvest Wealth Management first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • Luminvest Wealth Management's Apple position peaked at $850K in Q3 2024.
  • 3,071 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Luminvest Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.