McGlone Suttner Wealth Management
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McGlone Suttner Wealth Management’s Apple AAPL Stock Holding History

McGlone Suttner 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 		$9.36M Sell
28,113
-999
-3% -$321K 1.09% 15
2026
Q2 		$8.42M Buy
29,112
+2,362
+9% +$676K 0.99% 15
2026
Q1 		$6.79M Buy
26,750
+1,617
+6% +$421K 0.9% 15
2025
Q4 		$6.83M Sell
25,133
-1,003
-4% -$269K 0.92% 15
2025
Q3 		$6.65M Buy
26,136
+2,795
+12% +$631K 0.93% 16
2025
Q2 		$4.79M Buy
23,341
+146
+0.6% +$29.5K 0.72% 19
2025
Q1 		$5.15M Buy
23,195
+1,601
+7% +$371K 0.85% 18
2024
Q4 		$5.41M Buy
21,594
+1,894
+10% +$446K 0.9% 17
2024
Q3 		$4.59M Sell
19,700
-2,010
-9% -$449K 0.95% 17
2024
Q2 		$4.18M Buy
21,710
+698
+3% +$130K 0.86% 17
2024
Q1 		$3.6M Sell
21,012
-698
-3% -$127K 0.68% 19
2023
Q4 		$4.18M Buy
21,710
+157
+0.7% +$29K 0.83% 17
2023
Q3 		$3.69M Sell
21,553
-2,678
-11% -$491K 0.86% 17
2023
Q2 		$4.7M Buy
24,231
+10
+0% +$1.74K 1.07% 15
2023
Q1 		$3.99M Buy
24,221
+869
+4% +$128K 1.03% 16
2022
Q4 		$3.03M Buy
+23,352
New +$3.34M 0.96% 18

Other funds holding AAPL

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 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

McGlone Suttner Wealth Management's AAPL Position: Q3 2026 in Review

McGlone Suttner Wealth Management reduced its Apple (AAPL) stake by 3.4% in Q3 2026, selling an estimated $321K and leaving 28,113 shares worth $9.36M. The position accounts for 1.09% of the portfolio, ranked #15.

McGlone Suttner Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 16 quarters since. 3,697 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • McGlone Suttner Wealth Management held 28,113 shares of Apple worth $9.36M as of Q3 2026.
  • McGlone Suttner Wealth Management sold 999 Apple shares in Q3 2026, an estimated $321K.
  • Apple made up 1.09% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #15 holding.
  • McGlone Suttner Wealth Management first reported a position in Apple in Q4 2022 and has held it in 16 quarters since.
  • 3,697 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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