Polaris Financial Partners’s Apple AAPL Stock Holding History

Polaris Financial Partners’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	$13.6M	Buy	+40,278	New	+$12.9M	6.06%	4

Other funds holding AAPL

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GLP Holdings Cumming, Georgia $127M AUM 29.57% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Polaris Financial Partners's AAPL Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Apple (AAPL) in Q3 2026: 40,278 shares worth $13.6M. The stake represents 6.06% of the portfolio and ranks #4 among its holdings.

29 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Polaris Financial Partners held 40,278 shares of Apple worth $13.6M as of Q3 2026.
Apple was a new Polaris Financial Partners position in Q3 2026.
Apple made up 6.06% of Polaris Financial Partners's portfolio in Q3 2026, its #4 holding.
29 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.