PTM Wealth Management
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PTM Wealth Management’s Apple AAPL Stock Holding History

PTM Wealth 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 		$4.22M Sell
12,662
-73
-0.6% -$23.4K 1.8% 11
2026
Q2 		$4.24M Buy
12,735
+270
+2% +$77.2K 1.91% 11
2026
Q1 		$3.23M Buy
12,465
+596
+5% +$155K 1.71% 11
2025
Q4 		$3.17M Buy
11,869
+331
+3% +$88.9K 1.79% 9
2025
Q3 		$2.96M Sell
11,538
-349
-3% -$78.8K 1.77% 10
2025
Q2 		$2.54M Buy
11,887
+2,272
+24% +$459K 1.68% 10
2025
Q1 		$1.66M Buy
+9,615
New +$2.23M 1.74% 9

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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

PTM Wealth Management's AAPL Position: Q3 2026 in Review

PTM Wealth Management reduced its Apple (AAPL) stake by 0.57% in Q3 2026, selling an estimated $23.4K and leaving 12,662 shares worth $4.22M. The position accounts for 1.8% of the portfolio, ranked #11.

PTM Wealth Management first reported a position in AAPL in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.24M in Q2 2026. 2,771 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • PTM Wealth Management held 12,662 shares of Apple worth $4.22M as of Q3 2026.
  • PTM Wealth Management sold 73 Apple shares in Q3 2026, an estimated $23.4K.
  • Apple made up 1.8% of PTM Wealth Management's portfolio in Q3 2026, its #11 holding.
  • PTM Wealth Management first reported a position in Apple in Q1 2025 and has held it in 7 quarters since.
  • PTM Wealth Management's Apple position peaked at $4.24M in Q2 2026.
  • 2,771 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on PTM Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.