Schaeffer Financial’s Apple AAPL Stock Holding History

Schaeffer 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	$394K	Buy	1,183 +1	+0.1%	+$321	0.3%	17
2026 Q2	$342K	Buy	1,182 +1	+0.1%	+$286	0.26%	18
2026 Q1	$300K	Hold	1,181	–	–	0.25%	18
2025 Q4	$321K	Buy	1,181 +1	+0.1%	+$268	0.28%	14
2025 Q3	$300K	Buy	1,180 +21	+2%	+$4.74K	0.27%	13
2025 Q2	$238K	Buy	1,159 +1	+0.1%	+$202	0.23%	14
2025 Q1	$257K	Buy	1,158 +1	+0.1%	+$232	0.28%	14
2024 Q4	$290K	Hold	1,157	–	–	0.29%	12
2024 Q3	$269K	Sell	1,157 -33	-3%	-$7.37K	0.27%	14
2024 Q2	$251K	Buy	1,190 +1	+0.1%	+$186	0.27%	14
2024 Q1	$204K	Buy	1,189 +1	+0.1%	+$182	0.2%	17
2023 Q4	$229K	Buy	+1,188	New	+$219K	0.24%	16

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Schaeffer Financial's AAPL Position: Q3 2026 in Review

Schaeffer Financial increased its Apple (AAPL) stake by 0.08% in Q3 2026, buying an estimated $321 and bringing the position to 1,183 shares worth $394K. The position accounts for 0.3% of the portfolio, ranked #17.

Schaeffer Financial first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. 2,914 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Schaeffer Financial held 1,183 shares of Apple worth $394K as of Q3 2026.
Schaeffer Financial bought 1 Apple share in Q3 2026, an estimated $321.
Apple made up 0.3% of Schaeffer Financial's portfolio in Q3 2026, its #17 holding.
Schaeffer Financial first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
2,914 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Schaeffer Financial's 13F filing for Q3 2026, filed 23 Oct 2026.