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

Segment 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
2013
Q3 		– Sell
-5,600
Closed -$1K – 151
2013
Q2 		$1K Buy
+5,600
New +$86.1K ﹤0.01% 151

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Segment Wealth Management increased its Apple (AAPL) stake by 0.59% in Q3 2026, buying an estimated $290K and bringing the position to 153,816 shares worth $51.2M. The position accounts for 2.64% of the portfolio, ranked #7.

Segment Wealth Management first reported a position in AAPL in Q2 2013 and has held it in 54 quarters since. 4,148 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Segment Wealth Management held 153,816 shares of Apple worth $51.2M as of Q3 2026.
  • Segment Wealth Management bought 902 Apple shares in Q3 2026, an estimated $290K.
  • Apple made up 2.64% of Segment Wealth Management's portfolio in Q3 2026, its #7 holding.
  • Segment Wealth Management first reported a position in Apple in Q2 2013 and has held it in 54 quarters since.
  • 4,148 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Segment Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.