Sterling Wealth Management
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Sterling Wealth Management’s Apple AAPL Stock Holding History

Sterling 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 		$3.75M Sell
11,253
-326
-3% -$105K 0.97% 21
2026
Q2 		$3.35M Buy
11,579
+30
+0.3% +$8.58K 0.83% 22
2026
Q1 		$2.93M Buy
11,549
+38
+0.3% +$9.9K 0.8% 24
2025
Q4 		$3.13M Sell
11,511
-810
-7% -$217K 0.89% 23
2025
Q3 		$3.14M Buy
12,321
+1,588
+15% +$359K 0.95% 23
2025
Q2 		$2.2M Buy
+10,733
New +$2.17M 0.75% 27
2024
Q4 		$4.33M Sell
17,277
-293
-2% -$69.1K 1.6% 17
2024
Q3 		$4.09M Buy
17,570
+5,954
+51% +$1.33M 1.53% 18
2024
Q2 		$2.45M Buy
11,616
+45
+0.4% +$8.39K 1.16% 17
2024
Q1 		$1.98M Buy
11,571
+34
+0.3% +$6.18K 0.99% 20
2023
Q4 		$2.22M Buy
+11,537
New +$2.13M 1.25% 16

Other funds holding AAPL

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
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

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

Sterling Wealth Management reduced its Apple (AAPL) stake by 2.8% in Q3 2026, selling an estimated $105K and leaving 11,253 shares worth $3.75M. The position accounts for 0.97% of the portfolio, ranked #21.

Sterling Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.33M in Q4 2024. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Sterling Wealth Management held 11,253 shares of Apple worth $3.75M as of Q3 2026.
  • Sterling Wealth Management sold 326 Apple shares in Q3 2026, an estimated $105K.
  • Apple made up 0.97% of Sterling Wealth Management's portfolio in Q3 2026, its #21 holding.
  • Sterling Wealth Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Sterling Wealth Management's Apple position peaked at $4.33M in Q4 2024.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Sterling Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.