Secure Asset Management
AAPL icon

Secure Asset Management’s Apple AAPL Stock Holding History

Secure Asset 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
2025
Q2 		– Sell
-300
Closed -$66.6K – 312
2025
Q1 		$66.6K Sell
300
-100
-25% -$23.2K 0.01% 305
2024
Q4 		$2.26K Hold
400
– – ﹤0.01% 318
2024
Q3 		$93.2K Hold
400
– – 0.02% 301
2024
Q2 		$84.2K Buy
+400
New +$74.6K 0.02% 278

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

Secure Asset Management's AAPL Position: Q3 2026 in Review

Secure Asset Management increased its Apple (AAPL) stake by 12% in Q3 2026, buying an estimated $2.24M and bringing the position to 66,699 shares worth $22.2M. The position accounts for 2.95% of the portfolio, ranked #4.

Secure Asset Management first reported a position in AAPL in Q4 2019 and has held it in 28 quarters since. The position peaked at $54.6M in Q4 2024. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Secure Asset Management held 66,699 shares of Apple worth $22.2M as of Q3 2026.
  • Secure Asset Management bought 6,977 Apple shares in Q3 2026, an estimated $2.24M.
  • Apple made up 2.95% of Secure Asset Management's portfolio in Q3 2026, its #4 holding.
  • Secure Asset Management first reported a position in Apple in Q4 2019 and has held it in 28 quarters since.
  • Secure Asset Management's Apple position peaked at $54.6M in Q4 2024.
  • 5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Secure Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.