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Partnership Wealth Management’s Apple AAPL Stock Holding History

Partnership Wealth Management’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 		$1.33M Sell
3,999
-634
-14% -$204K 0.95% 23
2026
Q2 		$1.34M Sell
4,633
-286
-6% -$81.8K 0.91% 22
2026
Q1 		$1.25M Buy
4,919
+297
+6% +$77.3K 0.95% 24
2025
Q4 		$1.26M Buy
4,622
+1
+0% +$268 0.9% 26
2025
Q3 		$1.18M Buy
4,621
+381
+9% +$86.1K 0.91% 26
2025
Q2 		$870K Buy
4,240
+1
+0% +$202 0.7% 34
2025
Q1 		$942K Sell
4,239
-435
-9% -$101K 0.8% 32
2024
Q4 		$1.17M Sell
4,674
-199
-4% -$46.9K 0.97% 27
2024
Q3 		$1.14M Buy
4,873
+1
+0% +$223 0.8% 26
2024
Q2 		$1.03M Buy
4,872
+1
+0% +$186 0.76% 35
2024
Q1 		$835K Buy
4,871
+1
+0% +$182 0.59% 47
2023
Q4 		$898K Buy
+4,870
New +$899K 0.68% 41

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
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
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
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

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

Partnership Wealth Management reduced its Apple (AAPL) stake by 14% in Q3 2026, selling an estimated $204K and leaving 3,999 shares worth $1.33M. The position accounts for 0.95% of the portfolio, ranked #23.

Partnership Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.34M in Q2 2026. 566 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Partnership Wealth Management held 3,999 shares of Apple worth $1.33M as of Q3 2026.
  • Partnership Wealth Management sold 634 Apple shares in Q3 2026, an estimated $204K.
  • Apple made up 0.95% of Partnership Wealth Management's portfolio in Q3 2026, its #23 holding.
  • Partnership Wealth Management first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • Partnership Wealth Management's Apple position peaked at $1.34M in Q2 2026.
  • 566 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Partnership Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.