Pines Wealth Management
AAPL icon

Pines Wealth Management’s Apple AAPL Stock Holding History

Pines 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 		$12.9M Sell
38,646
-1,596
-4% -$513K 3.66% 4
2026
Q2 		$11.6M Buy
40,242
+228
+0.6% +$65.2K 3.35% 4
2026
Q1 		$10.2M Buy
40,014
+1,460
+4% +$380K 3.29% 5
2025
Q4 		$10.5M Buy
38,554
+68
+0.2% +$18.3K 3.38% 4
2025
Q3 		$9.8M Sell
38,486
-3,258
-8% -$736K 3.3% 4
2025
Q2 		$8.91M Buy
41,744
+2,616
+7% +$528K 3.15% 4
2025
Q1 		$6.75M Sell
39,128
-792
-2% -$183K 3.12% 5
2024
Q4 		$9.45M Buy
+39,920
New +$9.41M 4.11% 1

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
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
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

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

Pines Wealth Management reduced its Apple (AAPL) stake by 4% in Q3 2026, selling an estimated $513K and leaving 38,646 shares worth $12.9M. The position accounts for 3.66% of the portfolio, ranked #4.

Pines Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 1,959 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Pines Wealth Management held 38,646 shares of Apple worth $12.9M as of Q3 2026.
  • Pines Wealth Management sold 1,596 Apple shares in Q3 2026, an estimated $513K.
  • Apple made up 3.66% of Pines Wealth Management's portfolio in Q3 2026, its #4 holding.
  • Pines Wealth Management first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 1,959 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.