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OMC Financial Services’s Apple AAPL Stock Holding History

OMC Financial 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 		$17.4M Sell
52,330
-52,622
-50% -$16.9M 9.95% 2
2026
Q2 		$30.4M Sell
104,952
-1,920
-2% -$549K 10.06% 2
2026
Q1 		$27.1M Sell
106,872
-8,141
-7% -$2.12M 10.51% 2
2025
Q4 		$31.3M Sell
115,013
-5,780
-5% -$1.55M 11.65% 2
2025
Q3 		$30.8M Sell
120,793
-1,145
-0.9% -$259K 11.41% 2
2025
Q2 		$25M Sell
121,938
-5,866
-5% -$1.18M 10.22% 2
2025
Q1 		$28.4M Sell
127,804
-10,037
-7% -$2.33M 12.74% 1
2024
Q4 		$34.5M Sell
137,841
-6,474
-4% -$1.53M 14.68% 1
2024
Q3 		$30.4M Hold
144,315
– – 14.37% 2
2024
Q2 		$30.4M Sell
144,315
-5,863
-4% -$1.09M 14.32% 2
2024
Q1 		$25.8M Buy
+150,178
New +$27.3M 13.08% 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
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 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

OMC Financial Services's AAPL Position: Q3 2026 in Review

OMC Financial Services reduced its Apple (AAPL) stake by 50% in Q3 2026, selling an estimated $16.9M and leaving 52,330 shares worth $17.4M. The position accounts for 9.95% of the portfolio, ranked #2.

OMC Financial Services first reported a position in AAPL in Q1 2024 and has held it in 11 quarters since. The position peaked at $34.5M in Q4 2024. 1,480 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • OMC Financial Services held 52,330 shares of Apple worth $17.4M as of Q3 2026.
  • OMC Financial Services sold 52,622 Apple shares in Q3 2026, an estimated $16.9M.
  • Apple made up 9.95% of OMC Financial Services's portfolio in Q3 2026, its #2 holding.
  • OMC Financial Services first reported a position in Apple in Q1 2024 and has held it in 11 quarters since.
  • OMC Financial Services's Apple position peaked at $34.5M in Q4 2024.
  • 1,480 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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