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

RMG 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 		$4.69M Buy
13,549
+152
+1% +$48.8K 0.48% 10
2026
Q2 		$4.05M Buy
13,397
+74
+0.6% +$21.2K 0.42% 12
2026
Q1 		$3.9M Sell
13,323
-108
-0.8% -$28.1K 0.45% 13
2025
Q4 		$3.35M Buy
13,431
+351
+3% +$94.2K 0.43% 12
2025
Q3 		$3.41M Buy
13,080
+112
+0.9% +$25.3K 0.48% 12
2025
Q2 		$2.74M Buy
+12,968
New +$2.62M 0.42% 11

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
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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

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

RMG Wealth Management increased its Apple (AAPL) stake by 1.1% in Q3 2026, buying an estimated $48.8K and bringing the position to 13,549 shares worth $4.69M. The position accounts for 0.48% of the portfolio, ranked #10.

RMG Wealth Management first reported a position in AAPL in Q2 2025 and has held it in 6 quarters since. 2,641 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • RMG Wealth Management held 13,549 shares of Apple worth $4.69M as of Q3 2026.
  • RMG Wealth Management bought 152 Apple shares in Q3 2026, an estimated $48.8K.
  • Apple made up 0.48% of RMG Wealth Management's portfolio in Q3 2026, its #10 holding.
  • RMG Wealth Management first reported a position in Apple in Q2 2025 and has held it in 6 quarters since.
  • 2,641 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on RMG Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.