Riverbend Wealth Management
AAPL icon

Riverbend Wealth Management’s Apple AAPL Stock Holding History

Riverbend 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 		$8.29M Buy
24,906
+86
+0.3% +$27.6K 3.77% 3
2026
Q2 		$7.18M Buy
24,820
+814
+3% +$233K 3.61% 3
2026
Q1 		$6.09M Buy
24,006
+216
+0.9% +$56.2K 3.49% 4
2025
Q4 		$6.47M Buy
23,790
+562
+2% +$151K 4.02% 3
2025
Q3 		$5.91M Buy
23,228
+318
+1% +$71.8K 4.13% 3
2025
Q2 		$4.7M Buy
22,910
+1,178
+5% +$238K 3.56% 4
2025
Q1 		$4.83M Sell
21,732
-586
-3% -$136K 4.32% 3
2024
Q4 		$5.59M Buy
+22,318
New +$5.26M 4.98% 3

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

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

Riverbend Wealth Management increased its Apple (AAPL) stake by 0.35% in Q3 2026, buying an estimated $27.6K and bringing the position to 24,906 shares worth $8.29M. The position accounts for 3.77% of the portfolio, ranked #3.

Riverbend Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 3,100 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Riverbend Wealth Management held 24,906 shares of Apple worth $8.29M as of Q3 2026.
  • Riverbend Wealth Management bought 86 Apple shares in Q3 2026, an estimated $27.6K.
  • Apple made up 3.77% of Riverbend Wealth Management's portfolio in Q3 2026, its #3 holding.
  • Riverbend Wealth Management first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 3,100 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.