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Persium Advisors’s Apple AAPL Stock Holding History

Persium Advisors’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 		$2.28M Sell
6,833
-1,646
-19% -$529K 1.19% 7
2026
Q2 		$2.45M Buy
8,479
+2,305
+37% +$659K 1.6% 5
2026
Q1 		$1.57M Sell
6,174
-153
-2% -$39.8K 1.23% 5
2025
Q4 		$1.72M Sell
6,327
-369
-6% -$99.1K 1.24% 6
2025
Q3 		$1.71M Buy
6,696
+129
+2% +$29.1K 1.27% 6
2025
Q2 		$1.35M Buy
6,567
+784
+14% +$158K 1.12% 6
2025
Q1 		$1.28M Buy
5,783
+811
+16% +$188K 1.22% 6
2024
Q4 		$1.25M Buy
+4,972
New +$1.17M 1.23% 6

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Persium Advisors's AAPL Position: Q3 2026 in Review

Persium Advisors reduced its Apple (AAPL) stake by 19% in Q3 2026, selling an estimated $529K and leaving 6,833 shares worth $2.28M. The position accounts for 1.19% of the portfolio, ranked #7.

Persium Advisors first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.45M in Q2 2026. 1,600 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Persium Advisors held 6,833 shares of Apple worth $2.28M as of Q3 2026.
  • Persium Advisors sold 1,646 Apple shares in Q3 2026, an estimated $529K.
  • Apple made up 1.19% of Persium Advisors's portfolio in Q3 2026, its #7 holding.
  • Persium Advisors first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • Persium Advisors's Apple position peaked at $2.45M in Q2 2026.
  • 1,600 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Persium Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.