TFC Financial Management
AAPL icon

TFC Financial Management’s Apple AAPL Stock Holding History

TFC Financial 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 		$13.8M Sell
41,552
-345
-0.8% -$111K 1.55% 10
2026
Q2 		$12.1M Sell
41,897
-1,261
-3% -$361K 1.34% 12
2026
Q1 		$11M Sell
43,158
-2,919
-6% -$760K 1.35% 11
2025
Q4 		$12.5M Sell
46,077
-5,606
-11% -$1.5M 1.57% 9
2025
Q3 		$13.2M Buy
51,683
+4,202
+9% +$949K 1.69% 9
2025
Q2 		$9.7M Sell
47,481
-104
-0.2% -$21K 1.33% 9
2025
Q1 		$10.6M Sell
47,585
-7,150
-13% -$1.66M 1.62% 8
2024
Q4 		$13.7M Buy
54,735
+1,705
+3% +$402K 2.17% 8
2024
Q3 		$12.4M Buy
53,030
+120
+0.2% +$26.8K 1.95% 8
2024
Q2 		$11.1M Buy
52,910
+377
+0.7% +$70.3K 1.95% 9
2024
Q1 		$9.01M Buy
52,533
+612
+1% +$111K 1.6% 9
2023
Q4 		$10M Sell
51,921
-480
-0.9% -$88.6K 2.02% 9
2023
Q3 		$8.97M Buy
52,401
+586
+1% +$107K 2.14% 8
2023
Q2 		$10.1M Sell
51,815
-2
-0% -$349 2.47% 6
2023
Q1 		$8.54M Buy
51,817
+2,007
+4% +$296K 2.21% 7
2022
Q4 		$6.47M Sell
49,810
-642
-1% -$91.7K 1.87% 8
2022
Q3 		$6.97M Buy
50,452
+732
+1% +$115K 2.21% 7
2022
Q2 		$6.8M Sell
49,720
-123
-0.2% -$18.6K 2.03% 8
2022
Q1 		$8.7M Buy
49,843
+48
+0.1% +$8.07K 2.48% 6
2021
Q4 		$8.84M Buy
49,795
+1,970
+4% +$311K 2.68% 5
2021
Q3 		$6.77M Sell
47,825
-387
-0.8% -$57K 2.24% 5
2021
Q2 		$6.6M Sell
48,212
-585
-1% -$75.8K 2.26% 5
2021
Q1 		$5.96M Sell
48,797
-2,183
-4% -$280K 2.36% 4
2020
Q4 		$6.76M Sell
50,980
-437
-0.8% -$52.6K 2.86% 4
2020
Q3 		$5.96M Buy
+51,417
New +$5.61M 2.95% 4

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

TFC Financial Management's AAPL Position: Q3 2026 in Review

TFC Financial Management reduced its Apple (AAPL) stake by 0.82% in Q3 2026, selling an estimated $111K and leaving 41,552 shares worth $13.8M. The position accounts for 1.55% of the portfolio, ranked #10.

TFC Financial Management first reported a position in AAPL in Q3 2020 and has held it in 25 quarters since. 4,141 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • TFC Financial Management held 41,552 shares of Apple worth $13.8M as of Q3 2026.
  • TFC Financial Management sold 345 Apple shares in Q3 2026, an estimated $111K.
  • Apple made up 1.55% of TFC Financial Management's portfolio in Q3 2026, its #10 holding.
  • TFC Financial Management first reported a position in Apple in Q3 2020 and has held it in 25 quarters since.
  • 4,141 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.