NWF Advisory Services
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NWF Advisory Services’s Apple AAPL Stock Holding History

NWF Advisory Services’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 		$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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

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.