TradeWell Securities’s Apple AAPL Stock Holding History

TradeWell Securities’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	$48.7M	Sell	146,206 -3,865	-3%	-$1.24M	16.47%	2
2026 Q2	$43.4M	Sell	150,071 -3,276	-2%	-$937K	15.5%	2
2026 Q1	$39.1M	Sell	153,347 -3,825	-2%	-$995K	16.5%	2
2025 Q4	$42.7M	Sell	157,172 -3,606	-2%	-$968K	16.63%	2
2025 Q3	$41.1M	Sell	160,778 -818	-0.5%	-$185K	17.27%	2
2025 Q2	$33.2M	Buy	161,596 +2,713	+2%	+$548K	15.86%	2
2025 Q1	$35.3M	Sell	158,883 -711	-0.4%	-$165K	19.44%	2
2024 Q4	$40M	Buy	+159,594	New	+$37.6M	20.7%	2

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

TradeWell Securities's AAPL Position: Q3 2026 in Review

TradeWell Securities reduced its Apple (AAPL) stake by 2.6% in Q3 2026, selling an estimated $1.24M and leaving 146,206 shares worth $48.7M. The position accounts for 16.47% of the portfolio, ranked #2.

TradeWell Securities first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 2,949 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

TradeWell Securities held 146,206 shares of Apple worth $48.7M as of Q3 2026.
TradeWell Securities sold 3,865 Apple shares in Q3 2026, an estimated $1.24M.
Apple made up 16.47% of TradeWell Securities's portfolio in Q3 2026, its #2 holding.
TradeWell Securities first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
2,949 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on TradeWell Securities's 13F filing for Q3 2026, filed 21 Oct 2026.