Quantum Financial Planning Services’s Apple AAPL Stock Holding History

Quantum Financial Planning Services’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	$3.46M	Buy	10,378 +1,322	+15%	+$425K	0.94%	10
2026 Q2	$2.62M	Sell	9,056 -10	-0.1%	-$2.86K	0.81%	11
2026 Q1	$2.3M	Sell	9,066 -234	-3%	-$60.9K	0.83%	10
2025 Q4	$2.53M	Buy	9,300 +1,465	+19%	+$393K	0.92%	10
2025 Q3	$2M	Buy	7,835 +972	+14%	+$220K	0.81%	10
2025 Q2	$1.41M	Sell	6,863 -1,223	-15%	-$247K	0.66%	11
2025 Q1	$1.8M	Buy	8,086 +1,375	+20%	+$319K	0.98%	8
2024 Q4	$1.68M	Buy	+6,711	New	+$1.58M	0.93%	8

Other funds holding AAPL

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Quantum Financial Planning Services's AAPL Position: Q3 2026 in Review

Quantum Financial Planning Services increased its Apple (AAPL) stake by 15% in Q3 2026, buying an estimated $425K and bringing the position to 10,378 shares worth $3.46M. The position accounts for 0.94% of the portfolio, ranked #10.

Quantum Financial Planning Services first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 1,395 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Quantum Financial Planning Services held 10,378 shares of Apple worth $3.46M as of Q3 2026.
Quantum Financial Planning Services bought 1,322 Apple shares in Q3 2026, an estimated $425K.
Apple made up 0.94% of Quantum Financial Planning Services's portfolio in Q3 2026, its #10 holding.
Quantum Financial Planning Services first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
1,395 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Quantum Financial Planning Services's 13F filing for Q3 2026, filed 14 Oct 2026.