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Traphagen Investment Advisors’s Apple AAPL Stock Holding History

Traphagen Investment 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 		$49.1M Sell
147,517
-11,631
-7% -$3.74M 3.36% 7
2026
Q2 		$46.1M Buy
159,148
+17,734
+13% +$5.07M 3.29% 7
2026
Q1 		$35.9M Buy
141,414
+2,890
+2% +$752K 2.91% 8
2025
Q4 		$37.7M Buy
138,524
+2,095
+2% +$562K 3.1% 8
2025
Q3 		$34.7M Sell
136,429
-830
-0.6% -$188K 2.99% 8
2025
Q2 		$28.2M Buy
137,259
+32,957
+32% +$6.66M 2.67% 7
2025
Q1 		$23.2M Buy
104,302
+5,200
+5% +$1.2M 2.42% 10
2024
Q4 		$24.8M Buy
99,102
+516
+0.5% +$122K 2.52% 11
2024
Q3 		$23M Buy
98,586
+9,302
+10% +$2.08M 2.32% 11
2024
Q2 		$18.8M Buy
89,284
+365
+0.4% +$68.1K 2.04% 13
2024
Q1 		$15.2M Buy
88,919
+2,681
+3% +$487K 1.63% 13
2023
Q4 		$16.6M Sell
86,238
-469
-0.5% -$86.6K 1.95% 14
2023
Q3 		$14.8M Sell
86,707
-2,457
-3% -$451K 1.88% 13
2023
Q2 		$17.3M Buy
89,164
+578
+0.7% +$101K 2.24% 12
2023
Q1 		$14.6M Buy
88,586
+3,485
+4% +$514K 2.15% 11
2022
Q4 		$11.1M Buy
85,101
+79,696
+1,474% +$11.4M 1.74% 11
2022
Q3 		$204K Sell
5,405
-188
-3% -$29.5K 0.04% 134
2022
Q2 		$223K Sell
5,593
-75
-1% -$11.4K 0.04% 127
2022
Q1 		$376K Sell
5,668
-85,490
-94% -$14.4M 0.06% 89
2021
Q4 		$15.3M Buy
91,158
+746
+0.8% +$118K 2.5% 9
2021
Q3 		$12.4M Sell
90,412
-52,510
-37% -$7.73M 2.22% 11
2021
Q2 		$19.2M Sell
142,922
-100
-0.1% -$13K 3.26% 8
2021
Q1 		$17.3M Sell
143,022
-57,463
-29% -$7.38M 3.18% 8
2020
Q4 		$25.6M Buy
200,485
+7,278
+4% +$875K 4.61% 6
2020
Q3 		$19.6M Buy
193,207
+119,791
+163% +$13.1M 3.97% 8
2020
Q2 		$6.7M Sell
73,416
-3,784
-5% -$293K 1.51% 17
2020
Q1 		$4.91M Buy
77,200
+2,756
+4% +$203K 1.31% 21
2019
Q4 		$5.47M Sell
74,444
-42,544
-36% -$2.74M 1.3% 17
2019
Q3 		$6.55M Sell
116,988
-3,416
-3% -$179K 1.71% 16
2019
Q2 		$5.96M Buy
120,404
+1,576
+1% +$76.8K 1.59% 18
2019
Q1 		$5.64M Buy
+118,828
New +$5.04M 1.59% 19

Other funds holding AAPL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Traphagen Investment Advisors's AAPL Position: Q3 2026 in Review

Traphagen Investment Advisors reduced its Apple (AAPL) stake by 7.3% in Q3 2026, selling an estimated $3.74M and leaving 147,517 shares worth $49.1M. The position accounts for 3.36% of the portfolio, ranked #7.

Traphagen Investment Advisors first reported a position in AAPL in Q1 2019 and has held it in 31 quarters since. 785 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Traphagen Investment Advisors held 147,517 shares of Apple worth $49.1M as of Q3 2026.
  • Traphagen Investment Advisors sold 11,631 Apple shares in Q3 2026, an estimated $3.74M.
  • Apple made up 3.36% of Traphagen Investment Advisors's portfolio in Q3 2026, its #7 holding.
  • Traphagen Investment Advisors first reported a position in Apple in Q1 2019 and has held it in 31 quarters since.
  • 785 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Traphagen Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.