Seamount Financial Group’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$17.5M Sell
52,525
-2,678
-5% -$860K 6.87% 1
2026
Q2
$16M Sell
55,203
-592
-1% -$169K 6.44% 1
2026
Q1
$14.2M Sell
55,795
-2,018
-3% -$525K 6.38% 1
2025
Q4
$15.7M Sell
57,813
-1,206
-2% -$324K 7.14% 1
2025
Q3
$15M Sell
59,019
-6,961
-11% -$1.57M 7.1% 1
2025
Q2
$13.5M Buy
65,980
+10,257
+18% +$2.07M 6.96% 1
2025
Q1
$12.4M Buy
55,723
+1,781
+3% +$413K 8.42% 1
2024
Q4
$13.5M Sell
53,942
-26
-0% -$6.13K 9.33% 1
2024
Q3
$12.6M Sell
53,968
-1,128
-2% -$252K 9.46% 1
2024
Q2
$11.6M Sell
55,096
-826
-1% -$154K 9.47% 1
2024
Q1
$9.6M Sell
55,922
-1,428
-2% -$260K 8.41% 1
2023
Q4
$11M Buy
+57,350
New +$10.6M 10.58% 1

Other funds holding AAPL

Seamount Financial Group's AAPL Position: Q3 2026 in Review

Seamount Financial Group reduced its Apple (AAPL) stake by 4.9% in Q3 2026, selling an estimated $860K and leaving 52,525 shares worth $17.5M. The position accounts for 6.87% of the portfolio, ranked #1.

Seamount Financial Group first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. 2,298 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Seamount Financial Group held 52,525 shares of Apple worth $17.5M as of Q3 2026.
  • Seamount Financial Group sold 2,678 Apple shares in Q3 2026, an estimated $860K.
  • Apple made up 6.87% of Seamount Financial Group's portfolio in Q3 2026, its #1 holding.
  • Seamount Financial Group first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • 2,298 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Seamount Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.