PWMG
AAPL icon

Private Wealth Management Group’s Apple AAPL Stock Holding History

Private Wealth Management Group’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 		$11M Buy
33,012
+590
+2% +$190K 2.47% 12
2026
Q2 		$9.38M Buy
32,422
+1,062
+3% +$304K 2.18% 14
2026
Q1 		$7.96M Buy
31,360
+522
+2% +$136K 2.09% 16
2025
Q4 		$8.38M Sell
30,838
-4,793
-13% -$1.29M 2.24% 16
2025
Q3 		$9.07M Sell
35,631
-78
-0.2% -$17.6K 2.5% 16
2025
Q2 		$7.33M Sell
35,709
-441
-1% -$89.1K 2.43% 16
2025
Q1 		$8.03M Sell
36,150
-5,064
-12% -$1.17M 2.96% 14
2024
Q4 		$10.3M Buy
41,214
+23,638
+134% +$5.57M 3.95% 10
2024
Q3 		$4.1M Sell
17,576
-351
-2% -$78.4K 1.62% 16
2024
Q2 		$3.78M Sell
17,927
-1,337
-7% -$249K 1.64% 15
2024
Q1 		$3.3M Buy
19,264
+570
+3% +$104K 1.5% 15
2023
Q4 		$3.6M Buy
+18,694
New +$3.45M 1.77% 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
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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 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

Private Wealth Management Group's AAPL Position: Q3 2026 in Review

Private Wealth Management Group increased its Apple (AAPL) stake by 1.8% in Q3 2026, buying an estimated $190K and bringing the position to 33,012 shares worth $11M. The position accounts for 2.47% of the portfolio, ranked #12.

Private Wealth Management Group first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. 2,298 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Private Wealth Management Group held 33,012 shares of Apple worth $11M as of Q3 2026.
  • Private Wealth Management Group bought 590 Apple shares in Q3 2026, an estimated $190K.
  • Apple made up 2.47% of Private Wealth Management Group's portfolio in Q3 2026, its #12 holding.
  • Private Wealth Management Group first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • 2,298 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.