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

RBA 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 		$10.1M Sell
30,211
-3,583
-11% -$1.15M 3.19% 4
2026
Q2 		$9.8M Sell
33,794
-6,115
-15% -$1.75M 3.59% 3
2026
Q1 		$10.1M Sell
39,909
-457
-1% -$119K 3.65% 2
2025
Q4 		$11M Sell
40,366
-760
-2% -$204K 3.72% 2
2025
Q3 		$10.5M Sell
41,126
-1,043
-2% -$236K 3.61% 2
2025
Q2 		$8.65M Buy
42,169
+399
+1% +$80.6K 3.22% 3
2025
Q1 		$9.28M Sell
41,770
-226
-0.5% -$52.4K 3.67% 1
2024
Q4 		$10.5M Sell
41,996
-1,423
-3% -$335K 4% 2
2024
Q3 		$10.1M Sell
43,419
-375
-0.9% -$83.7K 3.9% 1
2024
Q2 		$9.22M Sell
43,794
-712
-2% -$133K 3.7% 1
2024
Q1 		$7.63M Buy
44,506
+626
+1% +$114K 3.09% 4
2023
Q4 		$8.45M Sell
43,880
-22
-0.1% -$4.06K 3.69% 1
2023
Q3 		$7.52M Sell
43,902
-549
-1% -$101K 3.62% 1
2023
Q2 		$8.62M Sell
44,451
-1,298
-3% -$226K 4.02% 1
2023
Q1 		$7.54M Buy
45,749
+1,075
+2% +$159K 3.76% 1
2022
Q4 		$5.8M Buy
44,674
+183
+0.4% +$26.2K 3.04% 3
2022
Q3 		$6.15M Sell
44,491
-295
-0.7% -$46.3K 3.54% 1
2022
Q2 		$6.12M Buy
44,786
+1,166
+3% +$177K 3.39% 1
2022
Q1 		$7.62M Buy
43,620
+115
+0.3% +$19.3K 3.66% 1
2021
Q4 		$7.72M Sell
43,505
-819
-2% -$129K 3.65% 1
2021
Q3 		$6.27M Buy
44,324
+1,785
+4% +$263K 15.12% 1
2021
Q2 		$5.83M Buy
42,539
+143
+0.3% +$18.5K 12.37% 1
2021
Q1 		$5.18M Buy
42,396
+240
+0.6% +$30.8K 4.39% 2
2020
Q4 		$5.59M Sell
42,156
-672
-2% -$80.8K 3.37% 1
2020
Q3 		$4.96M Sell
42,828
-22,632
-35% -$2.47M 3.35% 1
2020
Q2 		$5.97M Sell
65,460
-1,668
-2% -$129K 4.34% 1
2020
Q1 		$4.27M Sell
67,128
-1,200
-2% -$88.2K 3.69% 1
2019
Q4 		$5.01M Sell
68,328
-756
-1% -$48.6K 3.41% 1
2019
Q3 		$3.87M Buy
69,084
+120
+0.2% +$6.27K 2.95% 1
2019
Q2 		$3.41M Sell
68,964
-268
-0.4% -$13.1K 2.63% 2
2019
Q1 		$3.47M Buy
+69,232
New +$2.94M 2.71% 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

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

RBA Wealth Management reduced its Apple (AAPL) stake by 11% in Q3 2026, selling an estimated $1.15M and leaving 30,211 shares worth $10.1M. The position accounts for 3.19% of the portfolio, ranked #4.

RBA Wealth Management first reported a position in AAPL in Q1 2019 and has held it in 31 quarters since. The position peaked at $11M in Q4 2025. 4,148 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • RBA Wealth Management held 30,211 shares of Apple worth $10.1M as of Q3 2026.
  • RBA Wealth Management sold 3,583 Apple shares in Q3 2026, an estimated $1.15M.
  • Apple made up 3.19% of RBA Wealth Management's portfolio in Q3 2026, its #4 holding.
  • RBA Wealth Management first reported a position in Apple in Q1 2019 and has held it in 31 quarters since.
  • RBA Wealth Management's Apple position peaked at $11M in Q4 2025.
  • 4,148 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on RBA Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.