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Puff Wealth Management’s Apple AAPL Stock Holding History

Puff 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 		$6.89M Buy
20,691
+478
+2% +$154K 6.5% 3
2026
Q2 		$5.85M Buy
+20,213
New +$5.78M 5.96% 3
2025
Q4 		$5.71M Buy
21,086
+106
+0.5% +$28.5K 7.38% 1
2025
Q3 		$5.34M Buy
20,980
+484
+2% +$109K 8.11% 1
2025
Q2 		$4.21M Sell
20,496
-309
-1% -$62.4K 3.06% 5
2025
Q1 		$4.62M Sell
20,805
-103
-0.5% -$23.9K 4.33% 4
2024
Q4 		$5.24M Buy
+20,908
New +$4.93M 9.13% 1

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

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

Puff Wealth Management increased its Apple (AAPL) stake by 2.4% in Q3 2026, buying an estimated $154K and bringing the position to 20,691 shares worth $6.89M. The position accounts for 6.5% of the portfolio, ranked #3.

Puff Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 766 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Puff Wealth Management held 20,691 shares of Apple worth $6.89M as of Q3 2026.
  • Puff Wealth Management bought 478 Apple shares in Q3 2026, an estimated $154K.
  • Apple made up 6.5% of Puff Wealth Management's portfolio in Q3 2026, its #3 holding.
  • Puff Wealth Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 766 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.