Smartleaf Asset Management
AAPL icon

Smartleaf Asset Management’s Apple AAPL Stock Holding History

Smartleaf 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
2026
Q3 		$108M Buy
327,668
+9,399
+3% +$3.02M 3.09% 3
2026
Q2 		$89.7M Hold
318,269
– – 2.91% 4
2026
Q1 		$78.5M Buy
318,269
+30,611
+11% +$7.97M 2.84% 4
2025
Q4 		$78.6M Buy
287,658
+94,970
+49% +$25.5M 2.98% 4
2025
Q3 		$49M Buy
192,688
+48,138
+33% +$10.9M 3.03% 3
2025
Q2 		$29.1M Sell
144,550
-21,922
-13% -$4.43M 2.56% 3
2025
Q1 		$36.3M Buy
166,472
+5,467
+3% +$1.27M 3.5% 1
2024
Q4 		$40.6M Buy
161,005
+27,852
+21% +$6.56M 4.14% 1
2024
Q3 		$30.3M Buy
133,153
+34,961
+36% +$7.81M 3.68% 1
2024
Q2 		$21M Buy
98,192
+19,221
+24% +$3.58M 3.45% 2
2024
Q1 		$13.7M Buy
78,971
+22,289
+39% +$4.05M 2.65% 3
2023
Q4 		$10.5M Buy
+56,682
New +$10.5M 2.8% 2

Other funds holding AAPL

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
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

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

Smartleaf Asset Management increased its Apple (AAPL) stake by 3% in Q3 2026, buying an estimated $3.02M and bringing the position to 327,668 shares worth $108M. The position accounts for 3.09% of the portfolio, ranked #3.

Smartleaf Asset Management first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. 4,411 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Smartleaf Asset Management held 327,668 shares of Apple worth $108M as of Q3 2026.
  • Smartleaf Asset Management bought 9,399 Apple shares in Q3 2026, an estimated $3.02M.
  • Apple made up 3.09% of Smartleaf Asset Management's portfolio in Q3 2026, its #3 holding.
  • Smartleaf Asset Management first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • 4,411 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.