McNaughton Wealth Management
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McNaughton Wealth Management’s Apple AAPL Stock Holding History

McNaughton 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 		$3.54M Buy
10,643
+426
+4% +$137K 1.24% 24
2026
Q2 		$2.96M Buy
10,217
+70
+0.7% +$20K 1.05% 27
2026
Q1 		$2.58M Buy
10,147
+928
+10% +$242K 1.07% 29
2025
Q4 		$2.51M Sell
9,219
-21
-0.2% -$5.64K 1.03% 30
2025
Q3 		$2.35M Sell
9,240
-175
-2% -$39.5K 0.99% 31
2025
Q2 		$1.93M Buy
9,415
+868
+10% +$175K 0.86% 33
2025
Q1 		$1.9M Buy
8,547
+512
+6% +$119K 0.92% 31
2024
Q4 		$2.01M Sell
8,035
-91
-1% -$21.4K 0.97% 28
2024
Q3 		$1.89M Sell
8,126
-319
-4% -$71.2K 0.92% 27
2024
Q2 		$1.78M Buy
8,445
+403
+5% +$75.2K 0.94% 26
2024
Q1 		$1.38M Buy
8,042
+49
+0.6% +$8.91K 0.76% 28
2023
Q4 		$1.54M Buy
7,993
+2,218
+38% +$410K 0.91% 26
2023
Q3 		$989K Sell
5,775
-233
-4% -$42.7K 0.66% 33
2023
Q2 		$1.17M Sell
6,008
-161
-3% -$28.1K 0.75% 33
2023
Q1 		$1.02M Buy
6,169
+54
+0.9% +$7.97K 0.68% 30
2022
Q4 		$795K Buy
6,115
+334
+6% +$47.7K 0.54% 32
2022
Q3 		$799K Buy
5,781
+53
+0.9% +$8.32K 0.59% 30
2022
Q2 		$783K Buy
5,728
+1,328
+30% +$201K 0.55% 36
2022
Q1 		$768K Sell
4,400
-53
-1% -$8.91K 0.5% 31
2021
Q4 		$767K Buy
4,453
+127
+3% +$20.1K 0.5% 32
2021
Q3 		$612K Buy
4,326
+6
+0.1% +$883 0.43% 31
2021
Q2 		$592K Buy
4,320
+460
+12% +$59.6K 0.42% 33
2021
Q1 		$471K Buy
3,860
+88
+2% +$11.3K 0.36% 33
2020
Q4 		$501K Buy
3,772
+48
+1% +$5.77K 0.4% 34
2020
Q3 		$431K Sell
3,724
-612
-14% -$66.8K 0.38% 37
2020
Q2 		$395K Sell
4,336
-276
-6% -$21.4K 0.37% 39
2020
Q1 		$293K Sell
4,612
-736
-14% -$54.1K 0.31% 37
2019
Q4 		$391K Buy
+5,348
New +$344K 0.36% 39

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

McNaughton Wealth Management increased its Apple (AAPL) stake by 4.2% in Q3 2026, buying an estimated $137K and bringing the position to 10,643 shares worth $3.54M. The position accounts for 1.24% of the portfolio, ranked #24.

McNaughton Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 28 quarters since. 3,899 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • McNaughton Wealth Management held 10,643 shares of Apple worth $3.54M as of Q3 2026.
  • McNaughton Wealth Management bought 426 Apple shares in Q3 2026, an estimated $137K.
  • Apple made up 1.24% of McNaughton Wealth Management's portfolio in Q3 2026, its #24 holding.
  • McNaughton Wealth Management first reported a position in Apple in Q4 2019 and has held it in 28 quarters since.
  • 3,899 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on McNaughton Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.