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Sound Stewardship’s Apple AAPL Stock Holding History

Sound Stewardship’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 		$1.39M Sell
4,186
-13
-0.3% -$4.18K 0.57% 29
2026
Q2 		$1.22M Buy
4,199
+1,111
+36% +$318K 0.5% 31
2026
Q1 		$784K Buy
3,088
+1
+0% +$260 0.36% 35
2025
Q4 		$839K Sell
3,087
-390
-11% -$105K 0.4% 33
2025
Q3 		$885K Hold
3,477
– – 0.42% 34
2025
Q2 		$713K Buy
3,477
+1
+0% +$202 0.37% 35
2025
Q1 		$772K Buy
3,476
+219
+7% +$50.7K 0.44% 34
2024
Q4 		$816K Buy
3,257
+91
+3% +$21.4K 0.48% 33
2024
Q3 		$738K Buy
3,166
+111
+4% +$24.8K 0.41% 34
2024
Q2 		$644K Hold
3,055
– – 0.39% 35
2024
Q1 		$524K Buy
3,055
+44
+1% +$8K 0.32% 40
2023
Q4 		$580K Hold
3,011
– – 0.38% 41
2023
Q3 		$516K Sell
3,011
-33
-1% -$6.05K 0.35% 44
2023
Q2 		$590K Buy
3,044
+8
+0.3% +$1.39K 0.39% 41
2023
Q1 		$501K Sell
3,036
-70
-2% -$10.3K 0.34% 45
2022
Q4 		$404K Buy
+3,106
New +$444K 0.3% 46

Other funds holding AAPL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sound Stewardship's AAPL Position: Q3 2026 in Review

Sound Stewardship reduced its Apple (AAPL) stake by 0.31% in Q3 2026, selling an estimated $4.18K and leaving 4,186 shares worth $1.39M. The position accounts for 0.57% of the portfolio, ranked #29.

Sound Stewardship first reported a position in AAPL in Q4 2022 and has held it in 16 quarters since. 822 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Sound Stewardship held 4,186 shares of Apple worth $1.39M as of Q3 2026.
  • Sound Stewardship sold 13 Apple shares in Q3 2026, an estimated $4.18K.
  • Apple made up 0.57% of Sound Stewardship's portfolio in Q3 2026, its #29 holding.
  • Sound Stewardship first reported a position in Apple in Q4 2022 and has held it in 16 quarters since.
  • 822 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Sound Stewardship's 13F filing for Q3 2026, filed 14 Oct 2026.