Martel Wealth Advisors
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Martel Wealth Advisors’s Apple AAPL Stock Holding History

Martel Wealth Advisors’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 		$736K Hold
2,209
– – 0.12% 34
2026
Q2 		$639K Buy
2,209
+50
+2% +$14.3K 0.1% 39
2026
Q1 		$548K Hold
2,159
– – 0.09% 44
2025
Q4 		$587K Buy
2,159
+150
+7% +$40.3K 0.1% 39
2025
Q3 		$511K Sell
2,009
-734
-27% -$166K 0.09% 43
2025
Q2 		$563K Buy
2,743
+1
+0% +$202 0.1% 40
2025
Q1 		$609K Hold
2,742
– – 0.12% 38
2024
Q4 		$687K Sell
2,742
-84
-3% -$19.8K 0.13% 38
2024
Q3 		$641K Sell
2,826
-283
-9% -$63.2K 0.13% 31
2024
Q2 		$655K Sell
3,109
-199
-6% -$37.1K 0.14% 32
2024
Q1 		$567K Sell
3,308
-31
-0.9% -$5.64K 0.12% 33
2023
Q4 		$643K Buy
3,339
+517
+18% +$95.5K 0.15% 32
2023
Q3 		$483K Buy
2,822
+795
+39% +$146K 0.12% 33
2023
Q2 		$393K Buy
2,027
+120
+6% +$20.9K 0.1% 38
2023
Q1 		$314K Sell
1,907
-377
-17% -$55.6K 0.08% 38
2022
Q4 		$297K Hold
2,284
– – 0.08% 40
2022
Q3 		$316K Hold
2,284
– – 0.09% 39
2022
Q2 		$312K Buy
2,284
+60
+3% +$9.09K 0.09% 41
2022
Q1 		$388K Buy
2,224
+69
+3% +$11.6K 0.09% 39
2021
Q4 		$383K Sell
2,155
-125
-5% -$19.8K 0.09% 39
2021
Q3 		$323K Hold
2,280
– – 0.08% 42
2021
Q2 		$312K Sell
2,280
-78
-3% -$10.1K 0.08% 42
2021
Q1 		$288K Sell
2,358
-138
-6% -$17.7K 0.08% 42
2020
Q4 		$331K Buy
+2,496
New +$300K 0.1% 39

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
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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Martel Wealth Advisors's AAPL Position: Q3 2026 in Review

Martel Wealth Advisors held its Apple (AAPL) position steady in Q3 2026 at 2,209 shares worth $736K. The position accounts for 0.12% of the portfolio, ranked #34.

Martel Wealth Advisors first reported a position in AAPL in Q4 2020 and has held it in 24 quarters since. 2,771 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Martel Wealth Advisors held 2,209 shares of Apple worth $736K as of Q3 2026.
  • Martel Wealth Advisors left its Apple share count unchanged in Q3 2026.
  • Apple made up 0.12% of Martel Wealth Advisors's portfolio in Q3 2026, its #34 holding.
  • Martel Wealth Advisors first reported a position in Apple in Q4 2020 and has held it in 24 quarters since.
  • 2,771 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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