Rockingstone Advisors
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Rockingstone Advisors’s Apple AAPL Stock Holding History

Rockingstone 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 		$6.6M Sell
19,819
-60
-0.3% -$19.3K 2.65% 8
2026
Q2 		$5.75M Buy
19,879
+390
+2% +$112K 2.31% 10
2026
Q1 		$4.95M Buy
19,489
+65
+0.3% +$16.9K 2.27% 8
2025
Q4 		$5.28M Buy
19,424
+36
+0.2% +$9.7K 2.41% 9
2025
Q3 		$4.94M Buy
19,388
+53
+0.3% +$12K 2.44% 8
2025
Q2 		$3.97M Sell
19,335
-5,924
-23% -$1.2M 2.09% 14
2025
Q1 		$5.61M Sell
25,259
-394
-2% -$91.3K 2.53% 5
2024
Q4 		$6.42M Buy
25,653
+1,076
+4% +$254K 2.84% 5
2024
Q3 		$5.73M Buy
24,577
+85
+0.3% +$19K 2.81% 5
2024
Q2 		$5.16M Buy
24,492
+423
+2% +$78.9K 2.65% 5
2024
Q1 		$4.13M Sell
24,069
-688
-3% -$125K 2.13% 11
2023
Q4 		$4.77M Sell
24,757
-2,015
-8% -$372K 2.67% 5
2023
Q3 		$4.58M Buy
26,772
+1,481
+6% +$272K 2.53% 5
2023
Q2 		$4.91M Buy
25,291
+347
+1% +$60.5K 2.77% 5
2023
Q1 		$4.11M Buy
24,944
+809
+3% +$119K 2.51% 4
2022
Q4 		$3.14M Buy
+24,135
New +$3.45M 2.34% 8

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Rockingstone Advisors's AAPL Position: Q3 2026 in Review

Rockingstone Advisors reduced its Apple (AAPL) stake by 0.3% in Q3 2026, selling an estimated $19.3K and leaving 19,819 shares worth $6.6M. The position accounts for 2.65% of the portfolio, ranked #8.

Rockingstone Advisors first reported a position in AAPL in Q4 2022 and has held it in 16 quarters since. 2,982 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Rockingstone Advisors held 19,819 shares of Apple worth $6.6M as of Q3 2026.
  • Rockingstone Advisors sold 60 Apple shares in Q3 2026, an estimated $19.3K.
  • Apple made up 2.65% of Rockingstone Advisors's portfolio in Q3 2026, its #8 holding.
  • Rockingstone Advisors first reported a position in Apple in Q4 2022 and has held it in 16 quarters since.
  • 2,982 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Rockingstone Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.