Sard Wealth Management Group
AAPL icon

Sard Wealth Management Group’s Apple AAPL Stock Holding History

Sard Wealth Management 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 		$4.09M Buy
12,284
+445
+4% +$143K 1.64% 13
2026
Q2 		$3.43M Sell
11,839
-607
-5% -$174K 1.64% 11
2026
Q1 		$3.16M Buy
12,446
+3,212
+35% +$836K 1.72% 12
2025
Q4 		$2.51M Sell
9,234
-44
-0.5% -$11.8K 1.38% 13
2025
Q3 		$2.36M Sell
9,278
-1,972
-18% -$445K 1.35% 13
2025
Q2 		$2.31M Sell
11,250
-998
-8% -$202K 1.42% 13
2025
Q1 		$2.72M Buy
12,248
+1,907
+18% +$442K 1.82% 11
2024
Q4 		$2.59M Sell
10,341
-117
-1% -$27.6K 1.74% 11
2024
Q3 		$2.44M Buy
10,458
+9
+0.1% +$2.01K 1.61% 12
2024
Q2 		$2.2M Buy
10,449
+47
+0.5% +$8.76K 1.55% 12
2024
Q1 		$1.78M Buy
10,402
+1,013
+11% +$184K 1.61% 13
2023
Q4 		$1.81M Buy
+9,389
New +$1.73M 1.82% 11

Other funds holding AAPL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

Sard Wealth Management Group's AAPL Position: Q3 2026 in Review

Sard Wealth Management Group increased its Apple (AAPL) stake by 3.8% in Q3 2026, buying an estimated $143K and bringing the position to 12,284 shares worth $4.09M. The position accounts for 1.64% of the portfolio, ranked #13.

Sard Wealth Management Group first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Sard Wealth Management Group held 12,284 shares of Apple worth $4.09M as of Q3 2026.
  • Sard Wealth Management Group bought 445 Apple shares in Q3 2026, an estimated $143K.
  • Apple made up 1.64% of Sard Wealth Management Group's portfolio in Q3 2026, its #13 holding.
  • Sard Wealth Management Group first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • 5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Sard Wealth Management Group's 13F filing for Q3 2026, filed 16 Oct 2026.