Stewardship Advisors
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Stewardship Advisors’s Apple AAPL Stock Holding History

Stewardship Advisors’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 		$2.79M Buy
8,390
+268
+3% +$86.1K 0.58% 32
2026
Q2 		$2.35M Buy
8,122
+91
+1% +$26K 0.49% 34
2026
Q1 		$2.04M Sell
8,031
-1,530
-16% -$398K 0.47% 37
2025
Q4 		$2.6M Buy
9,561
+807
+9% +$217K 0.6% 34
2025
Q3 		$2.23M Sell
8,754
-346
-4% -$78.2K 0.53% 34
2025
Q2 		$1.87M Sell
9,100
-280
-3% -$56.5K 0.47% 34
2025
Q1 		$2.08M Buy
9,380
+159
+2% +$36.8K 0.56% 33
2024
Q4 		$2.31M Buy
9,221
+432
+5% +$102K 0.64% 31
2024
Q3 		$2.05M Buy
8,789
+1,708
+24% +$381K 0.58% 35
2024
Q2 		$1.49M Buy
7,081
+33
+0.5% +$6.15K 0.49% 33
2024
Q1 		$1.21M Buy
7,048
+218
+3% +$39.6K 0.41% 43
2023
Q4 		$1.31M Buy
6,830
+272
+4% +$50.2K 0.47% 30
2023
Q3 		$1.12M Buy
6,558
+70
+1% +$12.8K 0.44% 31
2023
Q2 		$1.26M Buy
6,488
+388
+6% +$67.6K 0.47% 30
2023
Q1 		$1.01M Sell
6,100
-122
-2% -$18K 0.39% 31
2022
Q4 		$808K Hold
6,222
– – 0.33% 36
2022
Q3 		$860K Buy
6,222
+9
+0.1% +$1.41K 0.37% 33
2022
Q2 		$849K Buy
6,213
+2
+0% +$303 0.36% 33
2022
Q1 		$1.08M Buy
6,211
+10
+0.2% +$1.68K 0.4% 32
2021
Q4 		$1.1M Buy
6,201
+2,950
+91% +$466K 0.4% 35
2021
Q3 		$460K Buy
3,251
+3
+0.1% +$442 0.17% 39
2021
Q2 		$445K Sell
3,248
-5
-0.2% -$648 0.17% 42
2021
Q1 		$397K Buy
3,253
+6
+0.2% +$770 0.16% 38
2020
Q4 		$431K Hold
3,247
– – 0.18% 38
2020
Q3 		$392K Sell
3,247
-1
-0% -$109 0.2% 28
2020
Q2 		$296K Buy
3,248
+80
+3% +$6.2K 0.16% 30
2020
Q1 		$201K Buy
3,168
+40
+1% +$2.94K 0.13% 38
2019
Q4 		$230K Buy
+3,128
New +$201K 0.14% 43

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Stewardship Advisors's AAPL Position: Q3 2026 in Review

Stewardship Advisors increased its Apple (AAPL) stake by 3.3% in Q3 2026, buying an estimated $86.1K and bringing the position to 8,390 shares worth $2.79M. The position accounts for 0.58% of the portfolio, ranked #32.

Stewardship Advisors first reported a position in AAPL in Q4 2019 and has held it in 28 quarters since. 3,152 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Stewardship Advisors held 8,390 shares of Apple worth $2.79M as of Q3 2026.
  • Stewardship Advisors bought 268 Apple shares in Q3 2026, an estimated $86.1K.
  • Apple made up 0.58% of Stewardship Advisors's portfolio in Q3 2026, its #32 holding.
  • Stewardship Advisors first reported a position in Apple in Q4 2019 and has held it in 28 quarters since.
  • 3,152 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.