Teamwork Financial Advisors
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Teamwork Financial Advisors’s Apple AAPL Stock Holding History

Teamwork Financial Advisors’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 		$35.7M Sell
107,263
-48,766
-31% -$15.7M 3.93% 2
2026
Q2 		$45.1M Buy
156,029
+2,978
+2% +$852K 4.1% 1
2026
Q1 		$38.8M Sell
153,051
-7,415
-5% -$1.93M 4.1% 1
2025
Q4 		$43.6M Sell
160,466
-7,566
-5% -$2.03M 4.41% 1
2025
Q3 		$42.8M Buy
168,032
+53,343
+47% +$12.1M 4.41% 1
2025
Q2 		$23.5M Sell
114,689
-90,400
-44% -$18.3M 2.73% 10
2025
Q1 		$45.6M Sell
205,089
-48,711
-19% -$11.3M 6.07% 1
2024
Q4 		$63.6M Sell
253,800
-444
-0.2% -$105K 8.26% 1
2024
Q3 		$59.2M Buy
254,244
+10,385
+4% +$2.32M 8.21% 1
2024
Q2 		$51.4M Sell
243,859
-163,453
-40% -$30.5M 7.61% 1
2024
Q1 		$69.8M Sell
407,312
-373,938
-48% -$68M 10.74% 1
2023
Q4 		$150M Sell
781,250
-16,050
-2% -$2.96M 25.81% 1
2023
Q3 		$137M Buy
797,300
+11,226
+1% +$2.06M 22.28% 1
2023
Q2 		$152M Sell
786,074
-6,472
-0.8% -$1.13M 24.78% 1
2023
Q1 		$131M Buy
792,546
+13,349
+2% +$1.97M 24.16% 1
2022
Q4 		$101M Buy
779,197
+20,740
+3% +$2.96M 20.39% 1
2022
Q3 		$105M Buy
758,457
+11,288
+2% +$1.77M 22.6% 1
2022
Q2 		$102M Buy
747,169
+48,768
+7% +$7.39M 22.3% 1
2022
Q1 		$122M Buy
698,401
+5,029
+0.7% +$846K 22.73% 1
2021
Q4 		$123M Sell
693,372
-21,382
-3% -$3.38M 22.62% 1
2021
Q3 		$101M Buy
714,754
+35,644
+5% +$5.25M 19.99% 1
2021
Q2 		$93M Sell
679,110
-242
-0% -$31.4K 18.99% 1
2021
Q1 		$83M Buy
679,352
+14,912
+2% +$1.91M 19.46% 1
2020
Q4 		$88.2M Buy
664,440
+23,652
+4% +$2.84M 20.96% 1
2020
Q3 		$74.2M Buy
640,788
+31,764
+5% +$3.47M 23% 1
2020
Q2 		$55.5M Sell
609,024
-392
-0.1% -$30.4K 19.89% 1
2020
Q1 		$38.7M Buy
609,416
+63,048
+12% +$4.64M 24.02% 1
2019
Q4 		$40.1M Buy
+546,368
New +$35.1M 24% 1

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

Teamwork Financial Advisors's AAPL Position: Q3 2026 in Review

Teamwork Financial Advisors reduced its Apple (AAPL) stake by 31% in Q3 2026, selling an estimated $15.7M and leaving 107,263 shares worth $35.7M. The position accounts for 3.93% of the portfolio, ranked #2.

Teamwork Financial Advisors first reported a position in AAPL in Q4 2019 and has held it in 28 quarters since. The position peaked at $152M in Q2 2023. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Teamwork Financial Advisors held 107,263 shares of Apple worth $35.7M as of Q3 2026.
  • Teamwork Financial Advisors sold 48,766 Apple shares in Q3 2026, an estimated $15.7M.
  • Apple made up 3.93% of Teamwork Financial Advisors's portfolio in Q3 2026, its #2 holding.
  • Teamwork Financial Advisors first reported a position in Apple in Q4 2019 and has held it in 28 quarters since.
  • Teamwork Financial Advisors's Apple position peaked at $152M in Q2 2023.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.