PFW Advisors
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PFW Advisors’s Apple AAPL Stock Holding History

PFW 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 		$7.53M Buy
22,622
+181
+0.8% +$58.1K 2.24% 10
2026
Q2 		$6.49M Sell
22,441
-1,034
-4% -$296K 1.89% 12
2026
Q1 		$5.96M Sell
23,475
-10
-0% -$2.6K 1.87% 14
2025
Q4 		$6.38M Sell
23,485
-760
-3% -$204K 1.93% 13
2025
Q3 		$6.17M Buy
24,245
+1,453
+6% +$328K 1.83% 12
2025
Q2 		$4.68M Sell
22,792
-2,107
-8% -$426K 1.44% 15
2025
Q1 		$5.53M Sell
24,899
-47
-0.2% -$10.9K 1.73% 15
2024
Q4 		$6.25M Buy
+24,946
New +$5.88M 1.92% 13
2024
Q2 		$5.15M Sell
24,450
-373
-2% -$69.6K 1.64% 15
2024
Q1 		$4.26M Sell
24,823
-1,598
-6% -$291K 1.3% 17
2023
Q4 		$5.09M Buy
26,421
+2,988
+13% +$552K 1.63% 15
2023
Q3 		$4.01M Buy
23,433
+56
+0.2% +$10.3K 1.42% 16
2023
Q2 		$4.16M Buy
+23,377
New +$4.07M 1.39% 16
2019
Q3 		$5.87M Buy
+100,784
New +$5.27M 1.78% 14

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

PFW Advisors's AAPL Position: Q3 2026 in Review

PFW Advisors increased its Apple (AAPL) stake by 0.81% in Q3 2026, buying an estimated $58.1K and bringing the position to 22,622 shares worth $7.53M. The position accounts for 2.24% of the portfolio, ranked #10.

PFW Advisors first reported a position in AAPL in Q3 2019 and has held it in 14 quarters since. 1,742 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • PFW Advisors held 22,622 shares of Apple worth $7.53M as of Q3 2026.
  • PFW Advisors bought 181 Apple shares in Q3 2026, an estimated $58.1K.
  • Apple made up 2.24% of PFW Advisors's portfolio in Q3 2026, its #10 holding.
  • PFW Advisors first reported a position in Apple in Q3 2019 and has held it in 14 quarters since.
  • 1,742 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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