Schwallier Wealth Management
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Schwallier Wealth Management’s Apple AAPL Stock Holding History

Schwallier Wealth Management’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 		$852K Sell
2,559
-58
-2% -$18.6K 0.54% 31
2026
Q2 		$757K Sell
2,617
-149
-5% -$42.6K 0.48% 34
2026
Q1 		$702K Sell
2,766
-606
-18% -$158K 0.51% 26
2025
Q4 		$875K Sell
3,372
-523
-13% -$140K 0.56% 18
2025
Q3 		$992K Buy
3,895
+467
+14% +$105K 0.62% 18
2025
Q2 		$703K Sell
3,428
-380
-10% -$76.7K 0.43% 23
2025
Q1 		$846K Buy
3,808
+871
+30% +$202K 0.62% 21
2024
Q4 		$736K Buy
2,937
+261
+10% +$61.5K 0.56% 18
2024
Q3 		$624K Buy
2,676
+83
+3% +$18.5K 0.45% 20
2024
Q2 		$546K Sell
2,593
-52
-2% -$9.7K 0.44% 21
2024
Q1 		$454K Sell
2,645
-1,573
-37% -$286K 0.37% 22
2023
Q4 		$812K Buy
+4,218
New +$779K 0.67% 18

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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Schwallier Wealth Management's AAPL Position: Q3 2026 in Review

Schwallier Wealth Management reduced its Apple (AAPL) stake by 2.2% in Q3 2026, selling an estimated $18.6K and leaving 2,559 shares worth $852K. The position accounts for 0.54% of the portfolio, ranked #31.

Schwallier Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. The position peaked at $992K in Q3 2025. 3,899 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Schwallier Wealth Management held 2,559 shares of Apple worth $852K as of Q3 2026.
  • Schwallier Wealth Management sold 58 Apple shares in Q3 2026, an estimated $18.6K.
  • Apple made up 0.54% of Schwallier Wealth Management's portfolio in Q3 2026, its #31 holding.
  • Schwallier Wealth Management first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • Schwallier Wealth Management's Apple position peaked at $992K in Q3 2025.
  • 3,899 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Schwallier Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.