Phillips Financial Management
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Phillips Financial Management’s Apple AAPL Stock Holding History

Phillips Financial 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 		$6.98M Buy
20,948
+85
+0.4% +$27.3K 0.53% 33
2026
Q2 		$6.04M Sell
20,863
-625
-3% -$179K 0.44% 40
2026
Q1 		$5.45M Sell
21,488
-1,304
-6% -$339K 0.4% 46
2025
Q4 		$6.2M Sell
22,792
-1,620
-7% -$435K 0.4% 45
2025
Q3 		$6.22M Buy
24,412
+2,317
+10% +$523K 0.41% 45
2025
Q2 		$4.53M Buy
22,095
+237
+1% +$47.9K 0.33% 54
2025
Q1 		$4.86M Buy
21,858
+265
+1% +$61.4K 0.38% 53
2024
Q4 		$5.41M Buy
21,593
+425
+2% +$100K 0.43% 47
2024
Q3 		$4.93M Buy
21,168
+82
+0.4% +$18.3K 0.38% 53
2024
Q2 		$4.44M Buy
21,086
+1,164
+6% +$217K 0.37% 56
2024
Q1 		$3.42M Sell
19,922
-1,109
-5% -$202K 0.28% 61
2023
Q4 		$4.05M Buy
21,031
+875
+4% +$162K 0.35% 56
2023
Q3 		$3.45M Buy
20,156
+10,962
+119% +$2.01M 0.33% 60
2023
Q2 		$1.78M Buy
9,194
+535
+6% +$93.2K 0.17% 83
2023
Q1 		$1.43M Sell
8,659
-399
-4% -$58.9K 0.14% 84
2022
Q4 		$1.18M Buy
9,058
+2,178
+32% +$311K 0.12% 87
2022
Q3 		$951K Buy
+6,880
New +$1.08M 0.1% 89
2022
Q2 		– Sell
-8,468
Closed -$1.48M – 105
2022
Q1 		$1.48M Buy
+8,468
New +$1.42M 0.14% 72

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Phillips Financial Management's AAPL Position: Q3 2026 in Review

Phillips Financial Management increased its Apple (AAPL) stake by 0.41% in Q3 2026, buying an estimated $27.3K and bringing the position to 20,948 shares worth $6.98M. The position accounts for 0.53% of the portfolio, ranked #33.

Phillips Financial Management first reported a position in AAPL in Q1 2022 and has held it in 18 quarters since. 2,438 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Phillips Financial Management held 20,948 shares of Apple worth $6.98M as of Q3 2026.
  • Phillips Financial Management bought 85 Apple shares in Q3 2026, an estimated $27.3K.
  • Apple made up 0.53% of Phillips Financial Management's portfolio in Q3 2026, its #33 holding.
  • Phillips Financial Management first reported a position in Apple in Q1 2022 and has held it in 18 quarters since.
  • 2,438 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.