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

Quaker 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 		$9.02M Buy
27,100
+26
+0.1% +$8.35K 2.64% 14
2026
Q2 		$7.83M Sell
27,074
-404
-1% -$116K 2.28% 15
2026
Q1 		$6.97M Buy
27,478
+466
+2% +$121K 2.18% 16
2025
Q4 		$7.34M Buy
27,012
+19
+0.1% +$5.1K 2.33% 13
2025
Q3 		$6.87M Sell
26,993
-271
-1% -$61.2K 2.24% 13
2025
Q2 		$5.59M Buy
+27,264
New +$5.51M 1.87% 16
2024
Q3 		$6.31M Buy
+27,061
New +$6.04M 2.31% 15
2024
Q1 		$4.44M Sell
25,870
-111
-0.4% -$20.2K 1.8% 19
2023
Q4 		$5M Sell
25,981
-831
-3% -$153K 2.25% 15
2023
Q3 		$4.59M Buy
26,812
+802
+3% +$147K 2.24% 15
2023
Q2 		$5.05M Sell
26,010
-489
-2% -$85.2K 2.28% 15
2023
Q1 		$4.37M Sell
26,499
-424
-2% -$62.6K 2.04% 15
2022
Q4 		$3.5M Sell
26,923
-682
-2% -$97.5K 1.77% 15
2022
Q3 		$3.82M Sell
27,605
-584
-2% -$91.7K 2% 15
2022
Q2 		$3.85M Buy
28,189
+414
+1% +$62.7K 1.95% 13
2022
Q1 		$4.85M Buy
27,775
+714
+3% +$120K 2.1% 14
2021
Q4 		$4.8M Buy
+27,061
New +$4.28M 2.04% 15
2021
Q1 		$3.75M Buy
30,687
+148
+0.5% +$19K 1.74% 16
2020
Q4 		$4.05M Sell
30,539
-1,601
-5% -$193K 2.13% 15
2020
Q3 		$3.72M Buy
32,140
+672
+2% +$73.3K 2% 14
2020
Q2 		$2.87M Sell
31,468
-2,144
-6% -$166K 1.71% 15
2020
Q1 		$2.14M Buy
33,612
+56
+0.2% +$4.12K 1.52% 13
2019
Q4 		$2.46M Buy
+33,556
New +$2.16M 1.46% 13

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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Quaker Wealth Management increased its Apple (AAPL) stake by 0.1% in Q3 2026, buying an estimated $8.35K and bringing the position to 27,100 shares worth $9.02M. The position accounts for 2.64% of the portfolio, ranked #14.

Quaker Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 23 quarters since. 3,899 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Quaker Wealth Management held 27,100 shares of Apple worth $9.02M as of Q3 2026.
  • Quaker Wealth Management bought 26 Apple shares in Q3 2026, an estimated $8.35K.
  • Apple made up 2.64% of Quaker Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Quaker Wealth Management first reported a position in Apple in Q4 2019 and has held it in 23 quarters since.
  • 3,899 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.