Sage Private Wealth Group
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Sage Private Wealth Group’s Apple AAPL Stock Holding History

Sage Private Wealth 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 		$5.92M Buy
17,778
+486
+3% +$156K 1.99% 15
2026
Q2 		$5M Buy
17,292
+696
+4% +$199K 2.25% 10
2026
Q1 		$4.21M Buy
16,596
+1,348
+9% +$351K 2.12% 10
2025
Q4 		$4.15M Sell
15,248
-142
-0.9% -$38.1K 2.23% 9
2025
Q3 		$3.92M Sell
15,390
-291
-2% -$65.7K 2.18% 10
2025
Q2 		$3.22M Buy
15,681
+2,623
+20% +$530K 2.06% 10
2025
Q1 		$2.9M Buy
13,058
+18
+0.1% +$4.17K 2.2% 7
2024
Q4 		$3.27M Sell
13,040
-88
-0.7% -$20.7K 2.45% 8
2024
Q3 		$3.06M Sell
13,128
-992
-7% -$222K 2.41% 7
2024
Q2 		$2.97M Buy
14,120
+3,041
+27% +$567K 2.5% 7
2024
Q1 		$1.9M Buy
11,079
+3,154
+40% +$573K 1.52% 10
2023
Q4 		$1.53M Buy
7,925
+951
+14% +$176K 1.36% 11
2023
Q3 		$1.19M Buy
6,974
+167
+2% +$30.6K 1.64% 8
2023
Q2 		$1.32M Sell
6,807
-3
-0% -$523 1.8% 8
2023
Q1 		$1.12M Sell
6,810
-800
-11% -$118K 1.29% 10
2022
Q4 		$989K Sell
7,610
-3,522
-32% -$503K 1.17% 11
2022
Q3 		$1.54M Buy
11,132
+403
+4% +$63.3K 2.03% 9
2022
Q2 		$1.47M Buy
10,729
+624
+6% +$94.5K 2.11% 7
2022
Q1 		$1.76M Sell
10,105
-5
-0% -$841 1.72% 8
2021
Q4 		$1.8M Buy
10,110
+16
+0.2% +$2.53K 2.23% 5
2021
Q3 		$1.43M Buy
10,094
+26
+0.3% +$3.83K 1.97% 5
2021
Q2 		$1.38M Buy
10,068
+36
+0.4% +$4.66K 1.87% 5
2021
Q1 		$1.22M Buy
10,032
+310
+3% +$39.8K 2.11% 3
2020
Q4 		$1.29M Buy
+9,722
New +$1.17M 3.6% 2

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sage Private Wealth Group's AAPL Position: Q3 2026 in Review

Sage Private Wealth Group increased its Apple (AAPL) stake by 2.8% in Q3 2026, buying an estimated $156K and bringing the position to 17,778 shares worth $5.92M. The position accounts for 1.99% of the portfolio, ranked #15.

Sage Private Wealth Group first reported a position in AAPL in Q4 2020 and has held it in 24 quarters since. 4,148 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Sage Private Wealth Group held 17,778 shares of Apple worth $5.92M as of Q3 2026.
  • Sage Private Wealth Group bought 486 Apple shares in Q3 2026, an estimated $156K.
  • Apple made up 1.99% of Sage Private Wealth Group's portfolio in Q3 2026, its #15 holding.
  • Sage Private Wealth Group first reported a position in Apple in Q4 2020 and has held it in 24 quarters since.
  • 4,148 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Sage Private Wealth Group's 13F filing for Q3 2026, filed 21 Oct 2026.