Stiles Financial Services
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Stiles Financial Services’s Apple AAPL Stock Holding History

Stiles Financial Services’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 		$13.4M Sell
40,144
-828
-2% -$266K 3.41% 3
2026
Q2 		$11.9M Sell
40,972
-1,072
-3% -$307K 2.98% 5
2026
Q1 		$10.7M Sell
42,044
-370
-0.9% -$96.3K 3.26% 3
2025
Q4 		$11.5M Sell
42,414
-1,602
-4% -$430K 3.55% 2
2025
Q3 		$11.2M Buy
44,016
+141
+0.3% +$31.9K 3.53% 2
2025
Q2 		$9M Buy
43,875
+49
+0.1% +$9.9K 3.11% 2
2025
Q1 		$9.7M Sell
43,826
-655
-1% -$152K 3.74% 2
2024
Q4 		$11.1M Sell
44,481
-2,766
-6% -$652K 4.03% 2
2024
Q3 		$11M Sell
47,247
-571
-1% -$128K 3.88% 2
2024
Q2 		$10.1M Sell
47,818
-4,936
-9% -$920K 3.87% 2
2024
Q1 		$9.05M Sell
52,754
-895
-2% -$163K 3.63% 2
2023
Q4 		$10.3M Sell
53,649
-727
-1% -$134K 4.69% 1
2023
Q3 		$9.31M Sell
54,376
-13
-0% -$2.38K 4.83% 1
2023
Q2 		$10.5M Sell
54,389
-3,669
-6% -$639K 5.24% 1
2023
Q1 		$9.6M Sell
58,058
-7,978
-12% -$1.18M 5.14% 1
2022
Q4 		$8.58M Sell
66,036
-7,384
-10% -$1.06M 4.9% 1
2022
Q3 		$10.1M Sell
73,420
-1,667
-2% -$262K 6.16% 1
2022
Q2 		$10.3M Sell
75,087
-266
-0.4% -$40.3K 6.17% 1
2022
Q1 		$13.2M Buy
75,353
+149
+0.2% +$25.1K 6.59% 1
2021
Q4 		$13.4M Buy
+75,204
New +$11.9M 6.44% 1

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

Stiles Financial Services's AAPL Position: Q3 2026 in Review

Stiles Financial Services reduced its Apple (AAPL) stake by 2% in Q3 2026, selling an estimated $266K and leaving 40,144 shares worth $13.4M. The position accounts for 3.41% of the portfolio, ranked #3.

Stiles Financial Services first reported a position in AAPL in Q4 2021 and has held it in 20 quarters since. 2,869 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Stiles Financial Services held 40,144 shares of Apple worth $13.4M as of Q3 2026.
  • Stiles Financial Services sold 828 Apple shares in Q3 2026, an estimated $266K.
  • Apple made up 3.41% of Stiles Financial Services's portfolio in Q3 2026, its #3 holding.
  • Stiles Financial Services first reported a position in Apple in Q4 2021 and has held it in 20 quarters since.
  • 2,869 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.