M Wealth Management LLC
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M Wealth Management LLC’s Apple AAPL Stock Holding History

M Wealth Management LLC’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 		$2.26M Hold
6,791
– – 1.74% 12
2026
Q2 		$1.97M Hold
6,791
– – 1.54% 13
2026
Q1 		$1.72M Buy
6,791
+500
+8% +$130K 1.45% 14
2025
Q4 		$1.71M Sell
6,291
-5
-0.1% -$1.34K 1.49% 14
2025
Q3 		$1.6M Sell
6,296
-2,000
-24% -$452K 1.41% 15
2025
Q2 		$1.7M Hold
8,296
– – 1.57% 14
2025
Q1 		$1.84M Hold
8,296
– – 1.72% 13
2024
Q4 		$2.08M Buy
+8,296
New +$1.96M 1.9% 11

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
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
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

M Wealth Management LLC's AAPL Position: Q3 2026 in Review

M Wealth Management LLC held its Apple (AAPL) position steady in Q3 2026 at 6,791 shares worth $2.26M. The position accounts for 1.74% of the portfolio, ranked #12.

M Wealth Management LLC first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 1,965 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • M Wealth Management LLC held 6,791 shares of Apple worth $2.26M as of Q3 2026.
  • M Wealth Management LLC left its Apple share count unchanged in Q3 2026.
  • Apple made up 1.74% of M Wealth Management LLC's portfolio in Q3 2026, its #12 holding.
  • M Wealth Management LLC first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 1,965 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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