Sherman Wealth Management
AAPL icon

Sherman Wealth Management’s Apple AAPL Stock Holding History

Sherman 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 		$2.88M Buy
8,647
+6
+0.1% +$1.93K 2.05% 13
2026
Q2 		$2.5M Sell
8,641
-430
-5% -$123K 1.88% 13
2026
Q1 		$2.3M Sell
9,071
-337
-4% -$87.7K 1.98% 14
2025
Q4 		$2.56M Buy
+9,408
New +$2.53M 2.22% 12

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

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

Sherman Wealth Management increased its Apple (AAPL) stake by 0.07% in Q3 2026, buying an estimated $1.93K and bringing the position to 8,647 shares worth $2.88M. The position accounts for 2.05% of the portfolio, ranked #13.

Sherman Wealth Management first reported a position in AAPL in Q4 2025 and has held it in 4 quarters since. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Sherman Wealth Management held 8,647 shares of Apple worth $2.88M as of Q3 2026.
  • Sherman Wealth Management bought 6 Apple shares in Q3 2026, an estimated $1.93K.
  • Apple made up 2.05% of Sherman Wealth Management's portfolio in Q3 2026, its #13 holding.
  • Sherman Wealth Management first reported a position in Apple in Q4 2025 and has held it in 4 quarters since.
  • 5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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