Tanglewood Wealth Management
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Tanglewood Wealth Management’s Apple AAPL Stock Holding History

Tanglewood Wealth Management’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 		$761K Buy
2,284
+124
+6% +$39.8K 0.06% 32
2026
Q2 		$625K Hold
2,160
– – 0.05% 30
2026
Q1 		$548K Sell
2,160
-571
-21% -$149K 0.05% 29
2025
Q4 		$742K Hold
2,731
– – 0.07% 26
2025
Q3 		$695K Hold
2,731
– – 0.06% 29
2025
Q2 		$560K Sell
2,731
-325
-11% -$65.6K 0.06% 31
2025
Q1 		$679K Hold
3,056
– – 0.08% 27
2024
Q4 		$765K Buy
3,056
+663
+28% +$156K 0.09% 24
2024
Q3 		$558K Sell
2,393
-2,509
-51% -$560K 0.06% 26
2024
Q2 		$1.03M Buy
4,902
+2,510
+105% +$468K 0.13% 20
2024
Q1 		$410K Hold
2,392
– – 0.05% 26
2023
Q4 		$460K Buy
+2,392
New +$442K 0.06% 24
2023
Q3 		– Sell
-1,699
Closed -$330K – 24
2023
Q2 		$330K Buy
1,699
+1
+0.1% +$174 0.05% 25
2023
Q1 		$280K Hold
1,698
– – 0.04% 31
2022
Q4 		$221K Buy
1,698
+1
+0.1% +$143 0.03% 32
2022
Q3 		$235K Hold
1,697
– – 0.04% 29
2022
Q2 		$232K Buy
1,697
+1
+0.1% +$151 0.03% 29
2022
Q1 		$296K Hold
1,696
– – 0.04% 28
2021
Q4 		$301K Buy
+1,696
New +$268K 0.05% 23

Other funds holding AAPL

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
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 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

Tanglewood Wealth Management's AAPL Position: Q3 2026 in Review

Tanglewood Wealth Management increased its Apple (AAPL) stake by 5.7% in Q3 2026, buying an estimated $39.8K and bringing the position to 2,284 shares worth $761K. The position accounts for 0.06% of the portfolio, ranked #32.

Tanglewood Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.03M in Q2 2024. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Tanglewood Wealth Management held 2,284 shares of Apple worth $761K as of Q3 2026.
  • Tanglewood Wealth Management bought 124 Apple shares in Q3 2026, an estimated $39.8K.
  • Apple made up 0.06% of Tanglewood Wealth Management's portfolio in Q3 2026, its #32 holding.
  • Tanglewood Wealth Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Tanglewood Wealth Management's Apple position peaked at $1.03M in Q2 2024.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Tanglewood Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.