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Stone Summit Wealth’s Apple AAPL Stock Holding History

Stone Summit Wealth’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 		$5.93M Sell
17,801
-157
-0.9% -$50.4K 1.6% 17
2026
Q2 		$5.2M Sell
17,958
-59
-0.3% -$16.9K 1.32% 24
2026
Q1 		$4.57M Sell
18,017
-588
-3% -$153K 1.27% 22
2025
Q4 		$5.06M Buy
18,605
+747
+4% +$201K 1.37% 20
2025
Q3 		$4.55M Sell
17,858
-175
-1% -$39.5K 1.29% 23
2025
Q2 		$3.7M Sell
18,033
-360
-2% -$72.7K 1.15% 30
2025
Q1 		$4.09M Sell
18,393
-465
-2% -$108K 1.38% 22
2024
Q4 		$4.72M Sell
18,858
-187
-1% -$44.1K 1.58% 15
2024
Q3 		$4.44M Sell
19,045
-229
-1% -$51.1K 1.43% 20
2024
Q2 		$4.06M Sell
19,274
-108
-0.6% -$20.1K 1.46% 18
2024
Q1 		$3.32M Sell
19,382
-1,041
-5% -$189K 1.16% 28
2023
Q4 		$3.93M Sell
20,423
-799
-4% -$148K 1.51% 14
2023
Q3 		$3.63M Sell
21,222
-92
-0.4% -$16.9K 1.56% 14
2023
Q2 		$4.13M Sell
21,314
-716
-3% -$125K 1.71% 11
2023
Q1 		$3.63M Sell
22,030
-689
-3% -$102K 1.62% 13
2022
Q4 		$2.95M Sell
22,719
-232
-1% -$33.2K 1.45% 15
2022
Q3 		$3.17M Buy
22,951
+669
+3% +$105K 1.95% 8
2022
Q2 		$3.05M Buy
22,282
+2,067
+10% +$313K 1.82% 11
2022
Q1 		$3.52M Buy
20,215
+2,542
+14% +$427K 1.97% 9
2021
Q4 		$3.14M Buy
+17,673
New +$2.79M 2.55% 7

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Stone Summit Wealth's AAPL Position: Q3 2026 in Review

Stone Summit Wealth reduced its Apple (AAPL) stake by 0.87% in Q3 2026, selling an estimated $50.4K and leaving 17,801 shares worth $5.93M. The position accounts for 1.6% of the portfolio, ranked #17.

Stone Summit Wealth first reported a position in AAPL in Q4 2021 and has held it in 20 quarters since. 1,405 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Stone Summit Wealth held 17,801 shares of Apple worth $5.93M as of Q3 2026.
  • Stone Summit Wealth sold 157 Apple shares in Q3 2026, an estimated $50.4K.
  • Apple made up 1.6% of Stone Summit Wealth's portfolio in Q3 2026, its #17 holding.
  • Stone Summit Wealth first reported a position in Apple in Q4 2021 and has held it in 20 quarters since.
  • 1,405 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.