Sage Financial Group’s Apple AAPL Stock Holding History

Sage Financial Group’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	$302K	Hold	907	–	–	0.02%	102
2026 Q2	$262K	Hold	907	–	–	0.01%	100
2026 Q1	$230K	Sell	907 -40	-4%	-$10.4K	0.02%	102
2025 Q4	$257K	Hold	947	–	–	0.02%	96
2025 Q3	$241K	Buy	+947	New	+$214K	0.02%	96
2025 Q2	–	Sell	-947	Closed	-$210K	–	102
2025 Q1	$210K	Sell	947 -30	-3%	-$6.95K	0.02%	100
2024 Q4	$245K	Hold	977	–	–	0.02%	95
2024 Q3	$228K	Hold	977	–	–	0.02%	100
2024 Q2	$206K	Buy	+977	New	+$182K	0.02%	101
2023 Q4	–	Sell	-1,397	Closed	-$239K	–	102
2023 Q3	$239K	Buy	+1,397	New	+$256K	0.03%	92
2023 Q1	–	Sell	-1,796	Closed	-$233K	–	96
2022 Q4	$233K	Hold	1,796	–	–	0.03%	91
2022 Q3	$248K	Sell	1,796 -244	-12%	-$38.3K	0.03%	79
2022 Q2	$279K	Buy	2,040 +1,548	+315%	+$234K	0.04%	75
2022 Q1	$86K	Hold	492	–	–	0.01%	57
2021 Q4	$87K	Hold	492	–	–	0.01%	56
2021 Q3	$70K	Hold	492	–	–	0.01%	52
2021 Q2	$67K	Hold	492	–	–	0.01%	51
2021 Q1	$60K	Hold	492	–	–	0.01%	48
2020 Q4	$65K	Hold	492	–	–	0.01%	51
2020 Q3	$57K	Hold	492	–	–	0.01%	49
2020 Q2	$45K	Hold	492	–	–	0.01%	51
2020 Q1	$31K	Hold	492	–	–	0.01%	52
2019 Q4	$36K	Buy	+492	New	+$31.7K	﹤0.01%	55
2019 Q3	–	Sell	-492	Closed	-$24K	–	66
2019 Q2	$24K	Sell	492 -320	-39%	-$15.6K	﹤0.01%	64
2019 Q1	$39K	Hold	812	–	–	0.01%	60
2018 Q4	$32K	Hold	812	–	–	0.01%	59
2018 Q3	$46K	Hold	812	–	–	0.01%	41
2018 Q2	$38K	Hold	812	–	–	0.01%	43
2018 Q1	$34K	Hold	812	–	–	0.01%	42
2017 Q4	$34K	Hold	812	–	–	0.01%	48
2017 Q3	$31K	Hold	812	–	–	0.01%	44
2017 Q2	$29K	Hold	812	–	–	0.01%	44
2017 Q1	$29K	Buy	+812	New	+$26.7K	0.01%	42
2016 Q4	–	Sell	-812	Closed	-$23K	–	48
2016 Q3	$23K	Hold	812	–	–	0.01%	39
2016 Q2	$19K	Hold	812	–	–	0.01%	37
2016 Q1	$22K	Hold	812	–	–	0.01%	40
2015 Q4	$21K	Hold	812	–	–	0.01%	58
2015 Q3	$22K	Hold	812	–	–	0.01%	37
2015 Q2	$25K	Hold	812	–	–	0.01%	36
2015 Q1	$25K	Hold	812	–	–	0.01%	34
2014 Q4	$22K	Hold	812	–	–	0.01%	40
2014 Q3	$20K	Hold	812	–	–	0.01%	31
2014 Q2	$19K	Hold	812	–	–	0.01%	32
2014 Q1	$16K	Buy	+812	New	+$15.4K	0.01%	34

Other funds holding AAPL

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sage Financial Group's AAPL Position: Q3 2026 in Review

Sage Financial Group held its Apple (AAPL) position steady in Q3 2026 at 907 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #102.

Sage Financial Group first reported a position in AAPL in Q1 2014 and has held it in 44 quarters since. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Sage Financial Group held 907 shares of Apple worth $302K as of Q3 2026.
Sage Financial Group left its Apple share count unchanged in Q3 2026.
Apple made up 0.02% of Sage Financial Group's portfolio in Q3 2026, its #102 holding.
Sage Financial Group first reported a position in Apple in Q1 2014 and has held it in 44 quarters since.
5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Sage Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.