Succession Financial’s Apple AAPL Stock Holding History

Succession Financial’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	$1.07M	Buy	3,217 +3	+0.1%	+$964	1.03%	14
2026 Q2	$930K	Buy	+3,214	New	+$919K	0.88%	14

Other funds holding AAPL

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Succession Financial's AAPL Position: Q3 2026 in Review

Succession Financial increased its Apple (AAPL) stake by 0.09% in Q3 2026, buying an estimated $964 and bringing the position to 3,217 shares worth $1.07M. The position accounts for 1.03% of the portfolio, ranked #14.

Succession Financial first reported a position in AAPL in Q2 2026 and has held it in 2 quarters since. 5,403 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Succession Financial held 3,217 shares of Apple worth $1.07M as of Q3 2026.
Succession Financial bought 3 Apple shares in Q3 2026, an estimated $964.
Apple made up 1.03% of Succession Financial's portfolio in Q3 2026, its #14 holding.
Succession Financial first reported a position in Apple in Q2 2026 and has held it in 2 quarters since.
5,403 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Succession Financial's 13F filing for Q3 2026, filed 14 Oct 2026.