Parkshore Wealth Management’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
$4.57M Sell
13,722
-24,684
-64% -$7.93M 1.16% 15
2026
Q2
$11.1M Buy
38,406
+33
+0.1% +$9.44K 3.19% 8
2026
Q1
$9.7M Sell
38,373
-64
-0.2% -$16.7K 3.26% 8
2025
Q4
$10.4M Buy
38,437
+130
+0.3% +$34.9K 3.92% 6
2025
Q3
$9.8M Sell
38,307
-766
-2% -$173K 3.98% 6
2025
Q2
$8.02M Sell
39,073
-361
-0.9% -$72.9K 3.92% 6
2025
Q1
$8.76M Buy
39,434
+27
+0.1% +$6.26K 5.09% 4
2024
Q4
$9.9M Buy
+39,407
New +$9.29M 5.94% 3

Other funds holding AAPL

Parkshore Wealth Management's AAPL Position: Q3 2026 in Review

Parkshore Wealth Management reduced its Apple (AAPL) stake by 64% in Q3 2026, selling an estimated $7.93M and leaving 13,722 shares worth $4.57M. The position accounts for 1.16% of the portfolio, ranked #15.

Parkshore Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. The position peaked at $11.1M in Q2 2026. 1,388 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Parkshore Wealth Management held 13,722 shares of Apple worth $4.57M as of Q3 2026.
  • Parkshore Wealth Management sold 24,684 Apple shares in Q3 2026, an estimated $7.93M.
  • Apple made up 1.16% of Parkshore Wealth Management's portfolio in Q3 2026, its #15 holding.
  • Parkshore Wealth Management first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • Parkshore Wealth Management's Apple position peaked at $11.1M in Q2 2026.
  • 1,388 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Parkshore Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.