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My Personal CFO LLC’s Apple AAPL Stock Holding History

My Personal CFO LLC’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 		$13.6M Buy
40,874
+177
+0.4% +$56.9K 4.88% 5
2026
Q2 		$11.8M Sell
40,697
-2,524
-6% -$722K 4.6% 5
2026
Q1 		$11M Sell
43,221
-1,979
-4% -$515K 4.8% 5
2025
Q4 		$12.3M Buy
45,200
+39,690
+720% +$10.7M 5.13% 4
2025
Q3 		$1.4M Sell
5,510
-50,199
-90% -$11.3M 0.54% 38
2025
Q2 		$11.4M Buy
55,709
+194
+0.3% +$39.2K 5.2% 4
2025
Q1 		$12.3M Buy
55,515
+30,672
+123% +$7.11M 6.21% 4
2024
Q4 		$6.22M Buy
24,843
+125
+0.5% +$29.5K 3.19% 6
2024
Q3 		$5.76M Sell
24,718
-3,284
-12% -$733K 3.16% 6
2024
Q2 		$5.9M Buy
28,002
+179
+0.6% +$33.4K 3.15% 7
2024
Q1 		$4.77M Buy
27,823
+322
+1% +$58.5K 2.75% 7
2023
Q4 		$5.29M Buy
27,501
+1,201
+5% +$222K 3.45% 7
2023
Q3 		$4.5M Buy
26,300
+24
+0.1% +$4.4K 3.64% 6
2023
Q2 		$5.1M Buy
26,276
+1,047
+4% +$182K 4% 6
2023
Q1 		$4.16M Buy
25,229
+23,317
+1,220% +$3.44M 3.55% 7
2022
Q4 		$3.26M Hold
1,912
– – 3.01% 7
2022
Q3 		$264K Sell
1,912
-23,543
-92% -$3.7M 0.4% 50
2022
Q2 		$3.48M Buy
25,455
+866
+4% +$131K 4.47% 5
2022
Q1 		$4.29M Sell
24,589
-79
-0.3% -$13.3K 4.44% 5
2021
Q4 		$4.38M Buy
+24,668
New +$3.9M 3.82% 5

Other funds holding AAPL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

My Personal CFO LLC's AAPL Position: Q3 2026 in Review

My Personal CFO LLC increased its Apple (AAPL) stake by 0.43% in Q3 2026, buying an estimated $56.9K and bringing the position to 40,874 shares worth $13.6M. The position accounts for 4.88% of the portfolio, ranked #5.

My Personal CFO LLC first reported a position in AAPL in Q4 2021 and has held it in 20 quarters since. 759 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • My Personal CFO LLC held 40,874 shares of Apple worth $13.6M as of Q3 2026.
  • My Personal CFO LLC bought 177 Apple shares in Q3 2026, an estimated $56.9K.
  • Apple made up 4.88% of My Personal CFO LLC's portfolio in Q3 2026, its #5 holding.
  • My Personal CFO LLC first reported a position in Apple in Q4 2021 and has held it in 20 quarters since.
  • 759 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on My Personal CFO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.