Richard C. Young & Co
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Richard C. Young & Co’s Apple AAPL Stock Holding History

Richard C. Young & Co’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 		$29.7M Sell
89,035
-187
-0.2% -$60.1K 2.22% 13
2026
Q2 		$25.8M Buy
89,222
+451
+0.5% +$129K 1.9% 15
2026
Q1 		$22.5M Buy
88,771
+2,540
+3% +$661K 1.87% 19
2025
Q4 		$23.4M Buy
86,231
+4,951
+6% +$1.33M 2.1% 10
2025
Q3 		$20.7M Sell
81,280
-186
-0.2% -$42K 1.92% 17
2025
Q2 		$16.7M Buy
81,466
+610
+0.8% +$123K 1.65% 26
2025
Q1 		$18M Buy
80,856
+646
+0.8% +$150K 1.93% 14
2024
Q4 		$20.1M Buy
80,210
+1,205
+2% +$284K 2.19% 10
2024
Q3 		$18.4M Buy
79,005
+1,245
+2% +$278K 2.01% 15
2024
Q2 		$16.4M Buy
77,760
+64,100
+469% +$12M 1.99% 17
2024
Q1 		$2.34M Buy
+13,660
New +$2.48M 0.29% 60
2022
Q4 		– Sell
-3,477
Closed -$481K – 77
2022
Q3 		$481K Buy
+3,477
New +$546K 0.07% 67

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Richard C. Young & Co's AAPL Position: Q3 2026 in Review

Richard C. Young & Co reduced its Apple (AAPL) stake by 0.21% in Q3 2026, selling an estimated $60.1K and leaving 89,035 shares worth $29.7M. The position accounts for 2.22% of the portfolio, ranked #13.

Richard C. Young & Co first reported a position in AAPL in Q3 2022 and has held it in 12 quarters since. 4,411 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Richard C. Young & Co held 89,035 shares of Apple worth $29.7M as of Q3 2026.
  • Richard C. Young & Co sold 187 Apple shares in Q3 2026, an estimated $60.1K.
  • Apple made up 2.22% of Richard C. Young & Co's portfolio in Q3 2026, its #13 holding.
  • Richard C. Young & Co first reported a position in Apple in Q3 2022 and has held it in 12 quarters since.
  • 4,411 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Richard C. Young & Co's 13F filing for Q3 2026, filed 4 Nov 2026.