Robinson Smith Wealth Advisors
AAPL icon

Robinson Smith Wealth Advisors’s Apple AAPL Stock Holding History

Robinson Smith Wealth 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 		$2.89M Buy
8,673
+75
+0.9% +$24.1K 1.76% 14
2026
Q2 		$2.49M Sell
8,598
-868
-9% -$248K 1.49% 16
2026
Q1 		$2.4M Sell
9,466
-1,531
-14% -$398K 1.63% 16
2025
Q4 		$2.99M Buy
10,997
+820
+8% +$220K 2.04% 15
2025
Q3 		$2.59M Sell
10,177
-831
-8% -$188K 1.86% 14
2025
Q2 		$2.26M Sell
11,008
-2,762
-20% -$558K 1.81% 14
2025
Q1 		$3.06M Buy
13,770
+1,856
+16% +$430K 2.56% 9
2024
Q4 		$2.98M Sell
11,914
-3,557
-23% -$838K 2.53% 10
2024
Q3 		$3.6M Sell
15,471
-4,607
-23% -$1.03M 3.06% 6
2024
Q2 		$4.23M Buy
20,078
+3,186
+19% +$594K 3.72% 5
2024
Q1 		$2.9M Sell
16,892
-4,657
-22% -$847K 2.78% 5
2023
Q4 		$4.15M Buy
+21,549
New +$3.98M 4.08% 5

Other funds holding AAPL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 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

Robinson Smith Wealth Advisors's AAPL Position: Q3 2026 in Review

Robinson Smith Wealth Advisors increased its Apple (AAPL) stake by 0.87% in Q3 2026, buying an estimated $24.1K and bringing the position to 8,673 shares worth $2.89M. The position accounts for 1.76% of the portfolio, ranked #14.

Robinson Smith Wealth Advisors first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.23M in Q2 2024. 5,020 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Robinson Smith Wealth Advisors held 8,673 shares of Apple worth $2.89M as of Q3 2026.
  • Robinson Smith Wealth Advisors bought 75 Apple shares in Q3 2026, an estimated $24.1K.
  • Apple made up 1.76% of Robinson Smith Wealth Advisors's portfolio in Q3 2026, its #14 holding.
  • Robinson Smith Wealth Advisors first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • Robinson Smith Wealth Advisors's Apple position peaked at $4.23M in Q2 2024.
  • 5,020 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.