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

SFG 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 		$2.92M Buy
8,780
+25
+0.3% +$8.03K 1.04% 18
2026
Q2 		$2.53M Sell
8,755
-94
-1% -$26.9K 0.91% 19
2026
Q1 		$2.25M Sell
8,849
-2,229
-20% -$580K 0.92% 20
2025
Q4 		$3.01M Buy
11,078
+261
+2% +$70.1K 1.18% 14
2025
Q3 		$2.75M Sell
10,817
-1,594
-13% -$360K 1.19% 14
2025
Q2 		$2.55M Sell
12,411
-284
-2% -$57.4K 1.54% 12
2025
Q1 		$2.82M Sell
12,695
-1,014
-7% -$235K 1.38% 14
2024
Q4 		$3.43M Sell
13,709
-18
-0.1% -$4.24K 1.8% 10
2024
Q3 		$3.2M Buy
13,727
+159
+1% +$35.5K 1.7% 12
2024
Q2 		$2.86M Sell
13,568
-417
-3% -$77.8K 1.63% 13
2024
Q1 		$2.4M Sell
13,985
-1,360
-9% -$247K 1.42% 14
2023
Q4 		$2.95M Buy
15,345
+49
+0.3% +$9.05K 1.97% 10
2023
Q3 		$2.62M Sell
15,296
-166
-1% -$30.4K 2.08% 9
2023
Q2 		$3M Buy
15,462
+3,686
+31% +$642K 2.51% 8
2023
Q1 		$1.94M Sell
11,776
-37
-0.3% -$5.46K 2.15% 7
2022
Q4 		$1.53M Sell
11,813
-762
-6% -$109K 1.9% 8
2022
Q3 		$1.74M Sell
12,575
-470
-4% -$73.8K 2.35% 10
2022
Q2 		$1.78M Sell
13,045
-22
-0.2% -$3.33K 2.08% 15
2022
Q1 		$2.28M Sell
13,067
-81
-0.6% -$13.6K 2.14% 16
2021
Q4 		$2.34M Buy
+13,148
New +$2.08M 2.08% 14

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

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

SFG Wealth Management increased its Apple (AAPL) stake by 0.29% in Q3 2026, buying an estimated $8.03K and bringing the position to 8,780 shares worth $2.92M. The position accounts for 1.04% of the portfolio, ranked #18.

SFG Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.43M in Q4 2024. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • SFG Wealth Management held 8,780 shares of Apple worth $2.92M as of Q3 2026.
  • SFG Wealth Management bought 25 Apple shares in Q3 2026, an estimated $8.03K.
  • Apple made up 1.04% of SFG Wealth Management's portfolio in Q3 2026, its #18 holding.
  • SFG Wealth Management first reported a position in Apple in Q4 2021 and has held it in 20 quarters since.
  • SFG Wealth Management's Apple position peaked at $3.43M in Q4 2024.
  • 5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on SFG Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.