Spectrum Wealth Advisory Group
AAPL icon

Spectrum Wealth Advisory Group’s Apple AAPL Stock Holding History

Spectrum Wealth Advisory Group’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 		$10.7M Sell
32,257
-397
-1% -$128K 3.03% 12
2026
Q2 		$9.45M Buy
32,654
+892
+3% +$255K 2.69% 10
2026
Q1 		$8.06M Buy
31,762
+64
+0.2% +$16.7K 3% 9
2025
Q4 		$8.62M Sell
31,698
-1,806
-5% -$485K 3.17% 10
2025
Q3 		$8.53M Buy
33,504
+213
+0.6% +$48.1K 3.52% 9
2025
Q2 		$6.83M Sell
33,291
-205
-0.6% -$41.4K 3.18% 10
2025
Q1 		$7.44M Buy
33,496
+118
+0.4% +$27.3K 3.57% 10
2024
Q4 		$8.36M Buy
33,378
+9,785
+41% +$2.31M 3.94% 8
2024
Q3 		$5.5M Sell
23,593
-2,416
-9% -$540K 3.08% 11
2024
Q2 		$5.48M Buy
26,009
+214
+0.8% +$39.9K 5.86% 6
2024
Q1 		$4.42M Sell
25,795
-54
-0.2% -$9.8K 5.09% 6
2023
Q4 		$4.98M Sell
25,849
-154
-0.6% -$28.4K 6.14% 6
2023
Q3 		$4.45M Buy
26,003
+2
+0% +$367 6.16% 6
2023
Q2 		$5.04M Sell
26,001
-2,913
-10% -$508K 6.68% 6
2023
Q1 		$4.77M Buy
28,914
+387
+1% +$57.1K 6.43% 7
2022
Q4 		$3.71M Buy
28,527
+2,475
+10% +$354K 5.16% 7
2022
Q3 		$3.6M Sell
26,052
-3,339
-11% -$524K 4.52% 8
2022
Q2 		$4.02M Sell
29,391
-249
-0.8% -$37.7K 4.48% 8
2022
Q1 		$5.18M Sell
29,640
-410
-1% -$68.9K 4.99% 6
2021
Q4 		$5.34M Sell
30,050
-22
-0.1% -$3.48K 4.75% 5
2021
Q3 		$4.26M Buy
30,072
+239
+0.8% +$35.2K 4.2% 6
2021
Q2 		$4.09M Sell
29,833
-295
-1% -$38.2K 4% 7
2021
Q1 		$3.68M Sell
30,128
-166
-0.5% -$21.3K 3.51% 8
2020
Q4 		$4.02M Sell
30,294
-30,463
-50% -$3.66M 4.54% 6
2020
Q3 		$7.04M Buy
60,757
+30,669
+102% +$3.35M 4.51% 5
2020
Q2 		$2.74M Sell
30,088
-1,148
-4% -$89K 3.87% 6
2020
Q1 		$1.99M Buy
31,236
+240
+0.8% +$17.6K 4.29% 8
2019
Q4 		$2.28M Sell
30,996
-24
-0.1% -$1.54K 4.08% 7
2019
Q3 		$1.74M Sell
31,020
-1,148
-4% -$60K 3.45% 8
2019
Q2 		$1.6M Sell
32,168
-2,460
-7% -$120K 3.26% 11
2019
Q1 		$1.64M Buy
+34,628
New +$1.47M 2.57% 15

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

Spectrum Wealth Advisory Group's AAPL Position: Q3 2026 in Review

Spectrum Wealth Advisory Group reduced its Apple (AAPL) stake by 1.2% in Q3 2026, selling an estimated $128K and leaving 32,257 shares worth $10.7M. The position accounts for 3.03% of the portfolio, ranked #12.

Spectrum Wealth Advisory Group first reported a position in AAPL in Q1 2019 and has held it in 31 quarters since. 2,914 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Spectrum Wealth Advisory Group held 32,257 shares of Apple worth $10.7M as of Q3 2026.
  • Spectrum Wealth Advisory Group sold 397 Apple shares in Q3 2026, an estimated $128K.
  • Apple made up 3.03% of Spectrum Wealth Advisory Group's portfolio in Q3 2026, its #12 holding.
  • Spectrum Wealth Advisory Group first reported a position in Apple in Q1 2019 and has held it in 31 quarters since.
  • 2,914 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.