NWF Advisory Services’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$37.3M Sell
111,983
-8,429
-7% -$2.71M 3.47% 5
2026
Q2
$34.8M Sell
120,412
-1,256
-1% -$359K 3.28% 5
2026
Q1
$30.9M Sell
121,668
-9,259
-7% -$2.41M 3.49% 4
2025
Q4
$35.6M Buy
130,927
+1,702
+1% +$457K 3.93% 4
2025
Q3
$32.9M Sell
129,225
-6,647
-5% -$1.5M 3.61% 4
2025
Q2
$27.9M Buy
135,872
+4,922
+4% +$994K 3.32% 4
2025
Q1
$29.1M Sell
130,950
-34,845
-21% -$8.07M 4.08% 3
2024
Q4
$41.5M Buy
165,795
+29,179
+21% +$6.88M 6.08% 1
2024
Q3
$31.8M Buy
136,616
+485
+0.4% +$108K 4.63% 3
2024
Q2
$28.7M Buy
136,131
+681
+0.5% +$127K 4.56% 2
2024
Q1
$23.2M Sell
135,450
-1,856
-1% -$337K 3.88% 5
2023
Q4
$26.4M Buy
137,306
+1,409
+1% +$260K 5.26% 2
2023
Q3
$23.3M Buy
135,897
+3,633
+3% +$666K 5.48% 1
2023
Q2
$25.7M Hold
132,264
– – 5.94% 1
2023
Q1
$25.7M Buy
+132,264
New +$19.5M 5.95% 1

Other funds holding AAPL

NWF Advisory Services's AAPL Position: Q3 2026 in Review

NWF Advisory Services reduced its Apple (AAPL) stake by 7% in Q3 2026, selling an estimated $2.71M and leaving 111,983 shares worth $37.3M. The position accounts for 3.47% of the portfolio, ranked #5.

NWF Advisory Services first reported a position in AAPL in Q1 2023 and has held it in 15 quarters since. The position peaked at $41.5M in Q4 2024. 1,372 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • NWF Advisory Services held 111,983 shares of Apple worth $37.3M as of Q3 2026.
  • NWF Advisory Services sold 8,429 Apple shares in Q3 2026, an estimated $2.71M.
  • Apple made up 3.47% of NWF Advisory Services's portfolio in Q3 2026, its #5 holding.
  • NWF Advisory Services first reported a position in Apple in Q1 2023 and has held it in 15 quarters since.
  • NWF Advisory Services's Apple position peaked at $41.5M in Q4 2024.
  • 1,372 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.