Total Wealth Planning & Management
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Total Wealth Planning & Management’s Apple AAPL Stock Holding History

Total Wealth Planning & 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 		$4.66M Sell
13,986
-1,200
-8% -$385K 3.46% 1
2026
Q2 		$4.39M Buy
15,186
+145
+1% +$41.5K 2.97% 2
2026
Q1 		$3.82M Sell
15,041
-788
-5% -$205K 2.82% 2
2025
Q4 		$4.3M Buy
+15,829
New +$4.25M 3.19% 1
2025
Q2 		$3.02M Buy
14,718
+1,014
+7% +$205K 2.45% 2
2025
Q1 		$3.04M Sell
13,704
-428
-3% -$99.2K 2.89% 2
2024
Q4 		$3.54M Buy
+14,132
New +$3.33M 3.21% 2

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

Total Wealth Planning & Management's AAPL Position: Q3 2026 in Review

Total Wealth Planning & Management reduced its Apple (AAPL) stake by 7.9% in Q3 2026, selling an estimated $385K and leaving 13,986 shares worth $4.66M. The position accounts for 3.46% of the portfolio, ranked #1.

Total Wealth Planning & Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Total Wealth Planning & Management held 13,986 shares of Apple worth $4.66M as of Q3 2026.
  • Total Wealth Planning & Management sold 1,200 Apple shares in Q3 2026, an estimated $385K.
  • Apple made up 3.46% of Total Wealth Planning & Management's portfolio in Q3 2026, its #1 holding.
  • Total Wealth Planning & Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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