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Maltin Wealth Management’s Apple AAPL Stock Holding History

Maltin 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 		$3.72M Sell
11,159
-322
-3% -$103K 1.21% 32
2026
Q2 		$3.32M Buy
11,481
+89
+0.8% +$25.5K 1.11% 37
2026
Q1 		$2.89M Sell
11,392
-6
-0.1% -$1.56K 1.11% 35
2025
Q4 		$3.1M Buy
11,398
+36
+0.3% +$9.66K 1.23% 32
2025
Q3 		$2.89M Buy
11,362
+5,107
+82% +$1.15M 1.2% 34
2025
Q2 		$1.28M Buy
6,255
+10
+0.2% +$2.02K 0.58% 49
2025
Q1 		$1.39M Sell
6,245
-85
-1% -$19.7K 0.65% 44
2024
Q4 		$1.59M Buy
6,330
+1,365
+27% +$322K 0.78% 41
2024
Q3 		$1.16M Buy
4,965
+4
+0.1% +$893 0.56% 53
2024
Q2 		$1.04M Buy
4,961
+6
+0.1% +$1.12K 0.56% 53
2024
Q1 		$850K Sell
4,955
-785
-14% -$143K 0.48% 55
2023
Q4 		$1.11M Sell
5,740
-29
-0.5% -$5.36K 0.7% 48
2023
Q3 		$988K Sell
5,769
-21
-0.4% -$3.85K 0.69% 50
2023
Q2 		$1.12M Buy
5,790
+19
+0.3% +$3.31K 0.79% 42
2023
Q1 		$952K Buy
5,771
+10
+0.2% +$1.48K 0.69% 51
2022
Q4 		$749K Sell
5,761
-825
-13% -$118K 0.54% 54
2022
Q3 		$910K Sell
6,586
-78
-1% -$12.2K 0.72% 47
2022
Q2 		$911K Buy
6,664
+1,712
+35% +$259K 0.66% 53
2022
Q1 		$865K Sell
4,952
-2,925
-37% -$492K 0.57% 56
2021
Q4 		$1.4M Buy
7,877
+93
+1% +$14.7K 0.84% 40
2021
Q3 		$1.1M Buy
7,784
+2,100
+37% +$309K 0.68% 42
2021
Q2 		$778K Buy
5,684
+537
+10% +$69.6K 0.47% 55
2021
Q1 		$629K Buy
5,147
+54
+1% +$6.93K 0.41% 61
2020
Q4 		$676K Sell
5,093
-307
-6% -$36.9K 0.47% 53
2020
Q3 		$625K Buy
5,400
+4
+0.1% +$436 0.44% 51
2020
Q2 		$492K Sell
5,396
-416
-7% -$32.2K 0.37% 57
2020
Q1 		$369K Sell
5,812
-2,224
-28% -$164K 0.31% 58
2019
Q4 		$590K Buy
+8,036
New +$517K 0.38% 43

Other funds holding AAPL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Maltin Wealth Management reduced its Apple (AAPL) stake by 2.8% in Q3 2026, selling an estimated $103K and leaving 11,159 shares worth $3.72M. The position accounts for 1.21% of the portfolio, ranked #32.

Maltin Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 28 quarters since. 822 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Maltin Wealth Management held 11,159 shares of Apple worth $3.72M as of Q3 2026.
  • Maltin Wealth Management sold 322 Apple shares in Q3 2026, an estimated $103K.
  • Apple made up 1.21% of Maltin Wealth Management's portfolio in Q3 2026, its #32 holding.
  • Maltin Wealth Management first reported a position in Apple in Q4 2019 and has held it in 28 quarters since.
  • 822 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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