QP Wealth Management
AAPL icon

QP Wealth Management’s Apple AAPL Stock Holding History

QP 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 		$3.98M Sell
11,953
-187
-2% -$60.1K 5.99% 2
2026
Q2 		$3.51M Sell
12,140
-34
-0.3% -$9.7K 5.01% 2
2026
Q1 		$3.09M Sell
12,174
-12,063
-50% -$3.14M 5.29% 2
2025
Q4 		$6.59M Buy
+24,237
New +$6.51M 5.81% 2
2023
Q3 		$3.59M Sell
20,953
-4,250
-17% -$779K 6.26% 1
2023
Q2 		$4.89M Sell
25,203
-2,323
-8% -$405K 7.75% 1
2023
Q1 		$4.54M Sell
27,526
-1,598
-5% -$236K 7.43% 1
2022
Q4 		$3.78M Buy
29,124
+2,400
+9% +$343K 5.89% 2
2022
Q3 		$3.81M Buy
26,724
+2,031
+8% +$319K 5.48% 4
2022
Q2 		$3.38M Sell
24,693
-2,932
-11% -$444K 4.63% 4
2022
Q1 		$4.82M Buy
27,625
+28
+0.1% +$4.71K 5.39% 2
2021
Q4 		$4.9M Sell
27,597
-723
-3% -$114K 5.2% 3
2021
Q3 		$4.01M Sell
28,320
-6,295
-18% -$927K 4.3% 5
2021
Q2 		$4.74M Sell
34,615
-1,930
-5% -$250K 4.85% 4
2021
Q1 		$4.46M Buy
36,545
+194
+0.5% +$24.9K 4.86% 3
2020
Q4 		$4.82M Sell
36,351
-4,039
-10% -$486K 5.32% 2
2020
Q3 		$4.68M Sell
40,390
-958
-2% -$105K 5.99% 3
2020
Q2 		$3.77M Sell
41,348
-2,740
-6% -$212K 5.21% 5
2020
Q1 		$3.03M Sell
44,088
-972
-2% -$71.5K 4.39% 5
2019
Q4 		$3.65M Buy
+45,060
New +$2.9M 4.45% 3

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

QP Wealth Management reduced its Apple (AAPL) stake by 1.5% in Q3 2026, selling an estimated $60.1K and leaving 11,953 shares worth $3.98M. The position accounts for 5.99% of the portfolio, ranked #2.

QP Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 20 quarters since. The position peaked at $6.59M in Q4 2025. 4,100 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • QP Wealth Management held 11,953 shares of Apple worth $3.98M as of Q3 2026.
  • QP Wealth Management sold 187 Apple shares in Q3 2026, an estimated $60.1K.
  • Apple made up 5.99% of QP Wealth Management's portfolio in Q3 2026, its #2 holding.
  • QP Wealth Management first reported a position in Apple in Q4 2019 and has held it in 20 quarters since.
  • QP Wealth Management's Apple position peaked at $6.59M in Q4 2025.
  • 4,100 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on QP Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.