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Professional Financial Advisors’s Apple AAPL Stock Holding History

Professional Financial Advisors’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 		$3.09M Buy
9,269
+144
+2% +$46.3K 0.53% 32
2026
Q2 		$2.64M Sell
9,125
-3,150
-26% -$901K 0.46% 38
2026
Q1 		$3.12M Sell
12,275
-14
-0.1% -$3.64K 0.63% 26
2025
Q4 		$3.34M Buy
12,289
+4
+0% +$1.07K 0.68% 25
2025
Q3 		$3.13M Sell
12,285
-107
-0.9% -$24.2K 0.66% 27
2025
Q2 		$2.54M Sell
12,392
-1,173
-9% -$237K 0.59% 30
2025
Q1 		$3.01M Buy
13,565
+38
+0.3% +$8.8K 0.77% 22
2024
Q4 		$3.39M Sell
13,527
-411
-3% -$96.9K 0.87% 20
2024
Q3 		$3.25M Buy
13,938
+68
+0.5% +$15.2K 0.84% 22
2024
Q2 		$2.92M Buy
13,870
+188
+1% +$35.1K 0.81% 21
2024
Q1 		$2.35M Buy
13,682
+8
+0.1% +$1.46K 0.67% 23
2023
Q4 		$2.63M Buy
13,674
+410
+3% +$75.7K 0.87% 21
2023
Q3 		$2.27M Buy
13,264
+51
+0.4% +$9.35K 1.03% 21
2023
Q2 		$2.56M Buy
13,213
+62
+0.5% +$10.8K 1.32% 13
2023
Q1 		$2.3M Sell
13,151
-39
-0.3% -$5.75K 1.36% 13
2022
Q4 		$1.71M Buy
13,190
+6
+0% +$857 1.16% 15
2022
Q3 		$1.82M Buy
13,184
+7
+0.1% +$1.1K 1.12% 17
2022
Q2 		$1.8M Buy
13,177
+26
+0.2% +$3.94K 1.01% 19
2022
Q1 		$2.3M Sell
13,151
-2,269
-15% -$382K 0.99% 19
2021
Q4 		$2.74M Sell
15,420
-14
-0.1% -$2.21K 1.18% 15
2021
Q3 		$2.18M Buy
15,434
+1,978
+15% +$291K 1.25% 11
2021
Q2 		$1.83M Sell
13,456
-2,955
-18% -$383K 1.01% 18
2021
Q1 		$2M Buy
16,411
+3,256
+25% +$418K 1.25% 13
2020
Q4 		$1.75M Sell
13,155
-2,809
-18% -$338K 1.38% 15
2020
Q3 		$1.74M Buy
15,964
+5,140
+47% +$561K 1.62% 12
2020
Q2 		$987K Sell
10,824
-1,124
-9% -$87.1K 1.3% 21
2020
Q1 		$877K Buy
11,948
+3,172
+36% +$233K 1.59% 19
2019
Q4 		$644K Buy
+8,776
New +$565K 0.61% 42

Other funds holding AAPL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Professional Financial Advisors's AAPL Position: Q3 2026 in Review

Professional Financial Advisors increased its Apple (AAPL) stake by 1.6% in Q3 2026, buying an estimated $46.3K and bringing the position to 9,269 shares worth $3.09M. The position accounts for 0.53% of the portfolio, ranked #32.

Professional Financial Advisors first reported a position in AAPL in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.39M in Q4 2024. 822 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Professional Financial Advisors held 9,269 shares of Apple worth $3.09M as of Q3 2026.
  • Professional Financial Advisors bought 144 Apple shares in Q3 2026, an estimated $46.3K.
  • Apple made up 0.53% of Professional Financial Advisors's portfolio in Q3 2026, its #32 holding.
  • Professional Financial Advisors first reported a position in Apple in Q4 2019 and has held it in 28 quarters since.
  • Professional Financial Advisors's Apple position peaked at $3.39M in Q4 2024.
  • 822 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.