Processus Wealth & Capital Management
AAPL icon

Processus Wealth & Capital Management’s Apple AAPL Stock Holding History

Processus Wealth & Capital 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 		$13.2M Sell
39,680
-419
-1% -$135K 7.68% 2
2026
Q2 		$11.6M Buy
40,099
+112
+0.3% +$32K 6.87% 3
2026
Q1 		$10.1M Buy
39,987
+107
+0.3% +$27.8K 6.89% 2
2025
Q4 		$10.8M Buy
39,880
+1,358
+4% +$365K 7.15% 2
2025
Q3 		$9.8M Sell
38,522
-83
-0.2% -$18.8K 7.03% 2
2025
Q2 		$7.92M Sell
38,605
-943
-2% -$190K 6.26% 2
2025
Q1 		$8.78M Buy
39,548
+550
+1% +$127K 7.48% 2
2024
Q4 		$9.8M Sell
38,998
-511
-1% -$120K 7.78% 2
2024
Q3 		$9.21M Sell
39,509
-2,118
-5% -$473K 7.59% 2
2024
Q2 		$8.77M Buy
41,627
+352
+0.9% +$65.6K 7.27% 2
2024
Q1 		$7.08M Buy
41,275
+4,330
+12% +$787K 6.27% 2
2023
Q4 		$7.11M Buy
+36,945
New +$6.82M 7.11% 2

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

Processus Wealth & Capital Management's AAPL Position: Q3 2026 in Review

Processus Wealth & Capital Management reduced its Apple (AAPL) stake by 1% in Q3 2026, selling an estimated $135K and leaving 39,680 shares worth $13.2M. The position accounts for 7.68% of the portfolio, ranked #2.

Processus Wealth & Capital Management first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. 2,314 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Processus Wealth & Capital Management held 39,680 shares of Apple worth $13.2M as of Q3 2026.
  • Processus Wealth & Capital Management sold 419 Apple shares in Q3 2026, an estimated $135K.
  • Apple made up 7.68% of Processus Wealth & Capital Management's portfolio in Q3 2026, its #2 holding.
  • Processus Wealth & Capital Management first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • 2,314 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Processus Wealth & Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.