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Rhodes Investment Advisors’s Apple AAPL Stock Holding History

Rhodes Investment Advisors’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 Buy
11,943
+41
+0.3% +$13.2K 2.82% 4
2026
Q2 		$3.44M Sell
11,902
-80
-0.7% -$22.9K 2.53% 7
2026
Q1 		$3.04M Buy
11,982
+10
+0.1% +$2.6K 2.62% 6
2025
Q4 		$3.25M Buy
+11,972
New +$3.21M 2.63% 6

Other funds holding AAPL

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Rhodes Investment Advisors's AAPL Position: Q3 2026 in Review

Rhodes Investment Advisors increased its Apple (AAPL) stake by 0.34% in Q3 2026, buying an estimated $13.2K and bringing the position to 11,943 shares worth $3.98M. The position accounts for 2.82% of the portfolio, ranked #4.

Rhodes Investment Advisors first reported a position in AAPL in Q4 2025 and has held it in 4 quarters since. 218 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Rhodes Investment Advisors held 11,943 shares of Apple worth $3.98M as of Q3 2026.
  • Rhodes Investment Advisors bought 41 Apple shares in Q3 2026, an estimated $13.2K.
  • Apple made up 2.82% of Rhodes Investment Advisors's portfolio in Q3 2026, its #4 holding.
  • Rhodes Investment Advisors first reported a position in Apple in Q4 2025 and has held it in 4 quarters since.
  • 218 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.