Peterson Wealth Management
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Peterson Wealth Management’s Apple AAPL Stock Holding History

Peterson 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 		$6.11M Buy
18,349
+5,441
+42% +$1.75M 2.81% 12
2026
Q2 		$3.74M Buy
12,908
+9,272
+255% +$2.65M 1.74% 19
2026
Q1 		$923K Buy
3,636
+1,245
+52% +$324K 0.54% 28
2025
Q4 		$650K Buy
2,391
+180
+8% +$48.3K 0.48% 26
2025
Q3 		$563K Hold
2,211
– – 0.39% 31
2025
Q2 		$454K Sell
2,211
-8,155
-79% -$1.65M 0.27% 32
2025
Q1 		$2.3M Sell
10,366
-15,558
-60% -$3.6M 1.55% 23
2024
Q4 		$6.49M Buy
25,924
+1,911
+8% +$450K 3.86% 9
2024
Q3 		$5.6M Buy
24,013
+121
+0.5% +$27K 3.58% 10
2024
Q2 		$5.03M Buy
23,892
+379
+2% +$70.7K 3.11% 11
2024
Q1 		$4.03M Buy
23,513
+12,069
+105% +$2.19M 2.91% 10
2023
Q4 		$2.2M Buy
11,444
+1,357
+13% +$251K 1.98% 15
2023
Q3 		$1.73M Buy
10,087
+2,138
+27% +$392K 1.42% 20
2023
Q2 		$1.54M Sell
7,949
-262
-3% -$45.7K 1.22% 22
2023
Q1 		$1.35M Sell
8,211
-1,610
-16% -$238K 1.3% 22
2022
Q4 		$1.28M Buy
9,821
+728
+8% +$104K 1.3% 23
2022
Q3 		$1.26M Buy
9,093
+3,302
+57% +$518K 1.17% 25
2022
Q2 		$792K Sell
5,791
-4,567
-44% -$692K 1.02% 26
2022
Q1 		$1.81M Sell
10,358
-2,623
-20% -$441K 1.21% 24
2021
Q4 		$2.3M Buy
12,981
+493
+4% +$77.9K 1.54% 23
2021
Q3 		$1.77M Buy
12,488
+243
+2% +$35.8K 1.37% 26
2021
Q2 		$1.68M Sell
12,245
-2,798
-19% -$363K 1.31% 26
2021
Q1 		$1.84M Buy
15,043
+7,667
+104% +$984K 1.56% 19
2020
Q4 		$979K Buy
7,376
+1,161
+19% +$140K 0.79% 28
2020
Q3 		$720K Buy
6,215
+367
+6% +$40K 0.64% 30
2020
Q2 		$533K Buy
5,848
+2,360
+68% +$183K 0.53% 33
2020
Q1 		$222K Buy
+3,488
New +$257K 0.27% 40

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Peterson Wealth Management increased its Apple (AAPL) stake by 42% in Q3 2026, buying an estimated $1.75M and bringing the position to 18,349 shares worth $6.11M. The position accounts for 2.81% of the portfolio, ranked #12.

Peterson Wealth Management first reported a position in AAPL in Q1 2020 and has held it in 27 quarters since. The position peaked at $6.49M in Q4 2024. 3,899 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Peterson Wealth Management held 18,349 shares of Apple worth $6.11M as of Q3 2026.
  • Peterson Wealth Management bought 5,441 Apple shares in Q3 2026, an estimated $1.75M.
  • Apple made up 2.81% of Peterson Wealth Management's portfolio in Q3 2026, its #12 holding.
  • Peterson Wealth Management first reported a position in Apple in Q1 2020 and has held it in 27 quarters since.
  • Peterson Wealth Management's Apple position peaked at $6.49M in Q4 2024.
  • 3,899 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Peterson Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.