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Matthew Hamilton Rosenberg’s Apple AAPL Stock Holding History

Matthew Hamilton Rosenberg’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 		$5.96M Buy
17,911
+5,106
+40% +$1.64M 1.07% 16
2026
Q2 		$3.71M Buy
12,805
+485
+4% +$139K 0.69% 20
2026
Q1 		$3.13M Buy
12,320
+471
+4% +$123K 0.64% 23
2025
Q4 		$3.22M Sell
11,849
-77
-0.6% -$20.7K 0.67% 23
2025
Q3 		$3.04M Buy
11,926
+37
+0.3% +$8.36K 0.66% 22
2025
Q2 		$2.44M Sell
11,889
-160
-1% -$32.3K 0.57% 23
2025
Q1 		$2.68M Buy
12,049
+719
+6% +$167K 0.67% 22
2024
Q4 		$2.84M Buy
11,330
+53
+0.5% +$12.5K 0.74% 23
2024
Q3 		$2.63M Buy
11,277
+150
+1% +$33.5K 0.69% 23
2024
Q2 		$2.41M Sell
11,127
-51
-0.5% -$9.51K 0.71% 23
2024
Q1 		$1.9M Sell
11,178
-570
-5% -$104K 0.55% 25
2023
Q4 		$2.26M Buy
11,748
+54
+0.5% +$9.97K 0.7% 24
2023
Q3 		$2M Buy
11,694
+88
+0.8% +$16.1K 0.67% 24
2023
Q2 		$2.25M Sell
11,606
-2,539
-18% -$442K 0.76% 22
2023
Q1 		$2.33M Sell
14,145
-21
-0.1% -$3.1K 0.75% 23
2022
Q4 		$1.84M Buy
14,166
+130
+0.9% +$18.6K 0.62% 26
2022
Q3 		$1.94M Buy
14,036
+363
+3% +$57K 0.75% 24
2022
Q2 		$1.89M Buy
13,673
+409
+3% +$61.9K 0.71% 22
2022
Q1 		$2.32M Buy
13,264
+171
+1% +$28.8K 0.81% 21
2021
Q4 		$2.33M Sell
13,093
-618
-5% -$97.7K 0.83% 23
2021
Q3 		$1.94M Buy
13,711
+2,966
+28% +$437K 0.77% 25
2021
Q2 		$1.47M Sell
10,745
-607
-5% -$78.6K 0.77% 22
2021
Q1 		$1.39M Sell
11,352
-5
-0% -$642 0.79% 21
2020
Q4 		$1.51M Buy
11,357
+1,586
+16% +$191K 0.94% 19
2020
Q3 		$1.13M Buy
9,771
+371
+4% +$40.5K 0.83% 22
2020
Q2 		$857K Buy
9,400
+1,560
+20% +$121K 0.68% 25
2020
Q1 		$499K Buy
+7,840
New +$577K 0.5% 26

Other funds holding AAPL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 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
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Matthew Hamilton Rosenberg's AAPL Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its Apple (AAPL) stake by 40% in Q3 2026, buying an estimated $1.64M and bringing the position to 17,911 shares worth $5.96M. The position accounts for 1.07% of the portfolio, ranked #16.

Matthew Hamilton Rosenberg first reported a position in AAPL in Q1 2020 and has held it in 27 quarters since. 822 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Matthew Hamilton Rosenberg held 17,911 shares of Apple worth $5.96M as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 5,106 Apple shares in Q3 2026, an estimated $1.64M.
  • Apple made up 1.07% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #16 holding.
  • Matthew Hamilton Rosenberg first reported a position in Apple in Q1 2020 and has held it in 27 quarters since.
  • 822 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.