RF&L Wealth Management’s Apple AAPL Stock Holding History

RF&L 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	$1.42M	Sell	4,253 -852	-17%	-$274K	0.95%	22
2026 Q2	$1.48M	Buy	5,105 +370	+8%	+$106K	1%	21
2026 Q1	$1.2M	Sell	4,735 -23,284	-83%	-$6.06M	0.9%	22
2025 Q4	$7.62M	Sell	28,019 -260	-0.9%	-$69.8K	4.27%	6
2025 Q3	$7.2M	Sell	28,279 -10	-0%	-$2.26K	4.23%	6
2025 Q2	$5.8M	Hold	28,289	–	–	3.74%	7
2025 Q1	$6.28M	Hold	28,289	–	–	4.49%	6
2024 Q4	$7.08M	Hold	28,289	–	–	5.01%	6
2024 Q3	$6.59M	Sell	28,289 -20	-0.1%	-$4.47K	4.66%	6
2024 Q2	$5.96M	Sell	28,309 -7,000	-20%	-$1.31M	4.54%	6
2024 Q1	$6.05M	Hold	35,309	–	–	4.66%	6
2023 Q4	$6.8M	Sell	35,309 -40	-0.1%	-$7.39K	5.65%	5
2023 Q3	$6.05M	Sell	35,349 -25	-0.1%	-$4.58K	5.62%	5
2023 Q2	$6.86M	Buy	35,374 +10	+0%	+$1.74K	6.26%	5
2023 Q1	$5.83M	Hold	35,364	–	–	5.65%	6
2022 Q4	$4.59M	Buy	+35,364	New	+$5.05M	4.73%	7

Other funds holding AAPL

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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

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

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 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

RF&L Wealth Management's AAPL Position: Q3 2026 in Review

RF&L Wealth Management reduced its Apple (AAPL) stake by 17% in Q3 2026, selling an estimated $274K and leaving 4,253 shares worth $1.42M. The position accounts for 0.95% of the portfolio, ranked #22.

RF&L Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 16 quarters since. The position peaked at $7.62M in Q4 2025. 2,072 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

RF&L Wealth Management held 4,253 shares of Apple worth $1.42M as of Q3 2026.
RF&L Wealth Management sold 852 Apple shares in Q3 2026, an estimated $274K.
Apple made up 0.95% of RF&L Wealth Management's portfolio in Q3 2026, its #22 holding.
RF&L Wealth Management first reported a position in Apple in Q4 2022 and has held it in 16 quarters since.
RF&L Wealth Management's Apple position peaked at $7.62M in Q4 2025.
2,072 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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