Moller Wealth Partners
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Moller Wealth Partners’s Apple AAPL Stock Holding History

Moller Wealth Partners’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 		$506K Hold
1,519
– – 0.09% 45
2026
Q2 		$440K Sell
1,519
-19
-1% -$5.44K 0.08% 51
2026
Q1 		$390K Buy
1,538
+119
+8% +$31K 0.08% 51
2025
Q4 		$386K Sell
1,419
-6
-0.4% -$1.61K 0.08% 49
2025
Q3 		$363K Sell
1,425
-1
-0.1% -$226 0.08% 51
2025
Q2 		$293K Buy
+1,426
New +$288K 0.06% 57
2021
Q1 		– Sell
-5,308
Closed -$704K – 48
2020
Q4 		$704K Buy
+5,308
New +$638K 0.29% 34
2020
Q3 		– Sell
-3,704
Closed -$338K – 43
2020
Q2 		$338K Sell
3,704
-224
-6% -$17.4K 0.15% 38
2020
Q1 		$250K Sell
3,928
-68
-2% -$5K 0.13% 40
2019
Q4 		$293K Hold
3,996
– – 0.13% 43
2019
Q3 		$224K Buy
+3,996
New +$209K 0.11% 46
2019
Q1 		– Sell
-21,532
Closed -$807K – 55
2018
Q4 		$807K Buy
21,532
+17,536
+439% +$850K 0.53% 30
2018
Q3 		$226K Buy
+3,996
New +$208K 0.1% 41
2018
Q1 		– Sell
-13,080
Closed -$553K – 42
2017
Q4 		$553K Buy
+13,080
New +$547K 0.21% 35
2015
Q2 		– Sell
-15,280
Closed -$475K – 41
2015
Q1 		$475K Buy
15,280
+7,060
+86% +$213K 0.22% 34
2014
Q4 		$227K Sell
8,220
-5,084
-38% -$138K 0.11% 39
2014
Q3 		$335K Sell
13,304
-136
-1% -$3.34K 0.16% 42
2014
Q2 		$312K Sell
13,440
-3,500
-21% -$74.5K 0.14% 42
2014
Q1 		$325K Buy
16,940
+5,460
+48% +$104K 0.17% 41
2013
Q4 		$230K Buy
+11,480
New +$217K 0.12% 41

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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Moller Wealth Partners's AAPL Position: Q3 2026 in Review

Moller Wealth Partners held its Apple (AAPL) position steady in Q3 2026 at 1,519 shares worth $506K. The position accounts for 0.09% of the portfolio, ranked #45.

Moller Wealth Partners first reported a position in AAPL in Q4 2013 and has held it in 20 quarters since. The position peaked at $807K in Q4 2018. 2,914 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Moller Wealth Partners held 1,519 shares of Apple worth $506K as of Q3 2026.
  • Moller Wealth Partners left its Apple share count unchanged in Q3 2026.
  • Apple made up 0.09% of Moller Wealth Partners's portfolio in Q3 2026, its #45 holding.
  • Moller Wealth Partners first reported a position in Apple in Q4 2013 and has held it in 20 quarters since.
  • Moller Wealth Partners's Apple position peaked at $807K in Q4 2018.
  • 2,914 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Moller Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.