Roxbury Financial
AAPL icon

Roxbury Financial’s Apple AAPL Stock Holding History

Roxbury Financial’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 		$4.45M Buy
13,370
+232
+2% +$74.5K 3.42% 5
2026
Q2 		$3.8M Buy
13,138
+32
+0.2% +$9.15K 3.01% 7
2026
Q1 		$3.33M Sell
13,106
-93
-0.7% -$24.2K 2.99% 6
2025
Q4 		$3.59M Sell
13,199
-582
-4% -$156K 3.22% 5
2025
Q3 		$3.51M Sell
13,781
-202
-1% -$45.6K 3.24% 6
2025
Q2 		$2.87M Sell
13,983
-771
-5% -$156K 2.79% 9
2025
Q1 		$3.57M Sell
14,754
-247
-2% -$57.2K 3.49% 4
2024
Q4 		$3.56M Buy
+15,001
New +$3.54M 3.43% 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
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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Roxbury Financial's AAPL Position: Q3 2026 in Review

Roxbury Financial increased its Apple (AAPL) stake by 1.8% in Q3 2026, buying an estimated $74.5K and bringing the position to 13,370 shares worth $4.45M. The position accounts for 3.42% of the portfolio, ranked #5.

Roxbury Financial first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 2,914 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Roxbury Financial held 13,370 shares of Apple worth $4.45M as of Q3 2026.
  • Roxbury Financial bought 232 Apple shares in Q3 2026, an estimated $74.5K.
  • Apple made up 3.42% of Roxbury Financial's portfolio in Q3 2026, its #5 holding.
  • Roxbury Financial first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 2,914 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.