Private Client Services
AAPL icon

Private Client Services’s Apple AAPL Stock Holding History

Private Client Services’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 		$5.62M Sell
16,885
-2,030
-11% -$652K 1.51% 14
2026
Q2 		$5.47M Sell
18,915
-1,763
-9% -$504K 1.44% 15
2026
Q1 		$5.25M Buy
20,678
+617
+3% +$161K 1.57% 14
2025
Q4 		$5.45M Sell
20,061
-1,470
-7% -$395K 1.7% 14
2025
Q3 		$5.48M Sell
21,531
-549
-2% -$124K 1.83% 13
2025
Q2 		$4.53M Buy
22,080
+8,272
+60% +$1.67M 1.76% 11
2025
Q1 		$3.07M Sell
13,808
-2,856
-17% -$662K 1.52% 15
2024
Q4 		$4.17M Buy
16,664
+19
+0.1% +$4.48K 2.24% 5
2024
Q3 		$3.88M Sell
16,645
-5,423
-25% -$1.21M 2.09% 11
2024
Q2 		$4.65M Sell
22,068
-183
-0.8% -$34.1K 2.92% 7
2024
Q1 		$3.82M Buy
22,251
+4,297
+24% +$781K 2.56% 6
2023
Q4 		$3.46M Buy
+17,954
New +$3.32M 2.84% 6

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Private Client Services's AAPL Position: Q3 2026 in Review

Private Client Services reduced its Apple (AAPL) stake by 11% in Q3 2026, selling an estimated $652K and leaving 16,885 shares worth $5.62M. The position accounts for 1.51% of the portfolio, ranked #14.

Private Client Services first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. 2,914 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Private Client Services held 16,885 shares of Apple worth $5.62M as of Q3 2026.
  • Private Client Services sold 2,030 Apple shares in Q3 2026, an estimated $652K.
  • Apple made up 1.51% of Private Client Services's portfolio in Q3 2026, its #14 holding.
  • Private Client Services first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • 2,914 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.