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Midwest Financial Partners Investments’s Apple AAPL Stock Holding History

Midwest Financial Partners Investments’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 		$7.42M Sell
22,285
-1,139
-5% -$366K 2.85% 11
2026
Q2 		$6.78M Sell
23,424
-30
-0.1% -$8.58K 2.81% 12
2026
Q1 		$5.95M Sell
23,454
-1,525
-6% -$397K 3.16% 9
2025
Q4 		$6.79M Buy
+24,979
New +$6.71M 3.77% 8

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IFM Investors
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Gateway Investment Advisers
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Fort Washington Investment Advisors
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Midwest Financial Partners Investments's AAPL Position: Q3 2026 in Review

Midwest Financial Partners Investments reduced its Apple (AAPL) stake by 4.9% in Q3 2026, selling an estimated $366K and leaving 22,285 shares worth $7.42M. The position accounts for 2.85% of the portfolio, ranked #11.

Midwest Financial Partners Investments first reported a position in AAPL in Q4 2025 and has held it in 4 quarters since. 1,100 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Midwest Financial Partners Investments held 22,285 shares of Apple worth $7.42M as of Q3 2026.
  • Midwest Financial Partners Investments sold 1,139 Apple shares in Q3 2026, an estimated $366K.
  • Apple made up 2.85% of Midwest Financial Partners Investments's portfolio in Q3 2026, its #11 holding.
  • Midwest Financial Partners Investments first reported a position in Apple in Q4 2025 and has held it in 4 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Midwest Financial Partners Investments's 13F filing for Q3 2026, filed 8 Oct 2026.