Slocum, Gordon & Co
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Slocum, Gordon & Co’s Apple AAPL Stock Holding History

Slocum, Gordon & Co’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 		$1.98M Sell
5,938
-800
-12% -$257K 1.38% 22
2026
Q2 		$1.95M Buy
6,738
+10
+0.1% +$2.86K 1.3% 25
2026
Q1 		$1.71M Sell
6,728
-220
-3% -$57.3K 1.16% 27
2025
Q4 		$1.89M Hold
6,948
– – 1.37% 25
2025
Q3 		$1.77M Buy
6,948
+500
+8% +$113K 1.41% 22
2025
Q2 		$1.32M Buy
6,448
+200
+3% +$40.4K 1.07% 26
2025
Q1 		$1.39M Sell
6,248
-1,260
-17% -$292K 1.03% 25
2024
Q4 		$1.88M Sell
7,508
-28
-0.4% -$6.6K 1.55% 22
2024
Q3 		$1.76M Sell
7,536
-1,000
-12% -$223K 0.71% 30
2024
Q2 		$1.8M Buy
8,536
+300
+4% +$55.9K 1.34% 23
2024
Q1 		$1.41M Buy
+8,236
New +$1.5M 1.05% 27
2023
Q4 		– Sell
-10,236
Closed -$1.75M – 134
2023
Q3 		$1.75M Buy
10,236
+300
+3% +$55K 1.53% 19
2023
Q2 		$19.2M Buy
+9,936
New +$1.73M 13.96% 1
2023
Q1 		– Sell
-9,830
Closed -$1.28M – 145
2022
Q4 		$1.28M Buy
+9,830
New +$1.4M 0.82% 25

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Slocum, Gordon & Co's AAPL Position: Q3 2026 in Review

Slocum, Gordon & Co reduced its Apple (AAPL) stake by 12% in Q3 2026, selling an estimated $257K and leaving 5,938 shares worth $1.98M. The position accounts for 1.38% of the portfolio, ranked #22.

Slocum, Gordon & Co first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $19.2M in Q2 2023. 2,914 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Slocum, Gordon & Co held 5,938 shares of Apple worth $1.98M as of Q3 2026.
  • Slocum, Gordon & Co sold 800 Apple shares in Q3 2026, an estimated $257K.
  • Apple made up 1.38% of Slocum, Gordon & Co's portfolio in Q3 2026, its #22 holding.
  • Slocum, Gordon & Co first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Slocum, Gordon & Co's Apple position peaked at $19.2M in Q2 2023.
  • 2,914 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Slocum, Gordon & Co's 13F filing for Q3 2026, filed 19 Oct 2026.