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Todd Wealth Management’s Apple AAPL Stock Holding History

Todd 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 		$5.94M Sell
17,828
-316
-2% -$101K 4.53% 5
2026
Q2 		$5.25M Sell
18,144
-108
-0.6% -$30.9K 3.98% 5
2026
Q1 		$4.63M Buy
18,252
+31
+0.2% +$8.07K 4.21% 5
2025
Q4 		$4.95M Buy
+18,221
New +$4.89M 4.48% 3

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

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

Todd Wealth Management reduced its Apple (AAPL) stake by 1.7% in Q3 2026, selling an estimated $101K and leaving 17,828 shares worth $5.94M. The position accounts for 4.53% of the portfolio, ranked #5.

Todd Wealth Management first reported a position in AAPL in Q4 2025 and has held it in 4 quarters since. 2,613 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Todd Wealth Management held 17,828 shares of Apple worth $5.94M as of Q3 2026.
  • Todd Wealth Management sold 316 Apple shares in Q3 2026, an estimated $101K.
  • Apple made up 4.53% of Todd Wealth Management's portfolio in Q3 2026, its #5 holding.
  • Todd Wealth Management first reported a position in Apple in Q4 2025 and has held it in 4 quarters since.
  • 2,613 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.