Sax Wealth Advisors
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Sax Wealth Advisors’s Apple AAPL Stock Holding History

Sax Wealth 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 		$108M Buy
325,723
+201,062
+161% +$64.6M 3.1% 6
2026
Q2 		$31.6M Buy
124,661
+16,504
+15% +$4.72M 1.29% 15
2026
Q1 		$29.4M Sell
108,157
-6,837
-6% -$1.78M 1.42% 14
2025
Q4 		$31.3M Buy
114,994
+6,651
+6% +$1.79M 1.47% 15
2025
Q3 		$27.6M Buy
108,343
+4,864
+5% +$1.1M 1.48% 13
2025
Q2 		$21.2M Buy
103,479
+14,705
+17% +$2.97M 1.28% 15
2025
Q1 		$19.7M Buy
88,774
+1,222
+1% +$283K 1.41% 15
2024
Q4 		$21.9M Buy
+87,552
New +$20.6M 1.72% 12
2024
Q3 		– Sell
-54,726
Closed -$11.5M – 288
2024
Q2 		$11.5M Buy
+54,726
New +$10.2M 1.1% 20
2024
Q1 		– Sell
-46,371
Closed -$8.93M – 191
2023
Q4 		$8.93M Buy
46,371
+317
+0.7% +$58.5K 1.46% 19
2023
Q3 		$7.88M Buy
46,054
+310
+0.7% +$56.8K 1.55% 17
2023
Q2 		$8.87M Sell
45,744
-318
-0.7% -$55.4K 1.77% 16
2023
Q1 		$7.6M Sell
46,062
-1,030
-2% -$152K 1.65% 16
2022
Q4 		$6.12M Sell
47,092
-9,165
-16% -$1.31M 1.41% 17
2022
Q3 		$7.78M Sell
56,257
-3,194
-5% -$501K 2% 14
2022
Q2 		$8.13M Buy
59,451
+820
+1% +$124K 2.07% 12
2022
Q1 		$10.2M Sell
58,631
-8,422
-13% -$1.42M 2.48% 10
2021
Q4 		$11.9M Buy
67,053
+35,226
+111% +$5.57M 2.48% 10
2021
Q3 		$4.5M Buy
31,827
+41
+0.1% +$6.04K 1.07% 22
2021
Q2 		$4.35M Sell
31,786
-2,700
-8% -$350K 1.49% 18
2021
Q1 		$4.21M Buy
34,486
+713
+2% +$91.5K 1.54% 16
2020
Q4 		$4.48M Buy
+33,773
New +$4.06M 2.06% 12

Other funds holding AAPL

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
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sax Wealth Advisors's AAPL Position: Q3 2026 in Review

Sax Wealth Advisors increased its Apple (AAPL) stake by 161% in Q3 2026, buying an estimated $64.6M and bringing the position to 325,723 shares worth $108M. The position accounts for 3.1% of the portfolio, ranked #6.

Sax Wealth Advisors first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. 4,482 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Sax Wealth Advisors held 325,723 shares of Apple worth $108M as of Q3 2026.
  • Sax Wealth Advisors bought 201,062 Apple shares in Q3 2026, an estimated $64.6M.
  • Apple made up 3.1% of Sax Wealth Advisors's portfolio in Q3 2026, its #6 holding.
  • Sax Wealth Advisors first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • 4,482 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.