Traveka Wealth
AAPL icon

Traveka Wealth’s Apple AAPL Stock Holding History

Traveka Wealth’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 		$9.33M Buy
28,016
+2,276
+9% +$731K 2.88% 8
2026
Q2 		$7.45M Buy
25,740
+274
+1% +$78.4K 2.48% 8
2026
Q1 		$6.46M Buy
25,466
+695
+3% +$181K 2.47% 8
2025
Q4 		$6.73M Buy
24,771
+506
+2% +$136K 2.74% 7
2025
Q3 		$6.18M Buy
24,265
+937
+4% +$212K 2.76% 7
2025
Q2 		$4.79M Sell
23,328
-1,051
-4% -$212K 2.54% 12
2025
Q1 		$5.42M Sell
24,379
-2,438
-9% -$565K 3.04% 4
2024
Q4 		$6.72M Buy
26,817
+1,987
+8% +$468K 3.7% 4
2024
Q3 		$5.79M Buy
24,830
+657
+3% +$147K 2.94% 8
2024
Q2 		$5.09M Buy
24,173
+1,044
+5% +$195K 2.49% 9
2024
Q1 		$3.97M Sell
23,129
-12,518
-35% -$2.28M 1.83% 16
2023
Q4 		$6.86M Buy
+35,647
New +$6.58M 3.45% 6

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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Traveka Wealth's AAPL Position: Q3 2026 in Review

Traveka Wealth increased its Apple (AAPL) stake by 8.8% in Q3 2026, buying an estimated $731K and bringing the position to 28,016 shares worth $9.33M. The position accounts for 2.88% of the portfolio, ranked #8.

Traveka Wealth first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. 3,899 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Traveka Wealth held 28,016 shares of Apple worth $9.33M as of Q3 2026.
  • Traveka Wealth bought 2,276 Apple shares in Q3 2026, an estimated $731K.
  • Apple made up 2.88% of Traveka Wealth's portfolio in Q3 2026, its #8 holding.
  • Traveka Wealth first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • 3,899 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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