SVB Wealth
AAPL icon

SVB Wealth’s Apple AAPL Stock Holding History

SVB 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
2020
Q2 		– Sell
-400
Closed -$261K – 636
2020
Q1 		$261K Buy
+400
New +$29.4K 0.01% 412
2015
Q4 		– Sell
-160,000
Closed -$4.41M – 536
2015
Q3 		$4.41M Buy
+160,000
New +$4.69M 0.17% 134

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SVB Wealth's AAPL Position: Q3 2026 in Review

SVB Wealth reduced its Apple (AAPL) stake by 5.9% in Q3 2026, selling an estimated $5.92M and leaving 294,090 shares worth $97.9M. The position accounts for 6.74% of the portfolio, ranked #1.

SVB Wealth first reported a position in AAPL in Q4 2014 and has held it in 48 quarters since. The position peaked at $421M in Q4 2021. 3,899 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • SVB Wealth held 294,090 shares of Apple worth $97.9M as of Q3 2026.
  • SVB Wealth sold 18,422 Apple shares in Q3 2026, an estimated $5.92M.
  • Apple made up 6.74% of SVB Wealth's portfolio in Q3 2026, its #1 holding.
  • SVB Wealth first reported a position in Apple in Q4 2014 and has held it in 48 quarters since.
  • SVB Wealth's Apple position peaked at $421M in Q4 2021.
  • 3,899 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on SVB Wealth's 13F filing for Q3 2026, filed 6 Nov 2026.