TSA Wealth Management’s Apple AAPL Stock Holding History

TSA 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	$3.73M	Buy	11,195 +426	+4%	+$137K	1.05%	25
2026 Q2	$3.12M	Buy	10,769 +1,700	+19%	+$486K	0.88%	29
2026 Q1	$2.3M	Buy	9,069 +1,119	+14%	+$291K	0.74%	30
2025 Q4	$2.16M	Buy	7,950 +1,121	+16%	+$301K	0.72%	30
2025 Q3	$1.74M	Buy	6,829 +680	+11%	+$154K	0.59%	33
2025 Q2	$1.26M	Buy	6,149 +783	+15%	+$158K	0.46%	35
2025 Q1	$1.19M	Buy	5,366 +78	+1%	+$18.1K	0.47%	33
2024 Q4	$1.32M	Buy	5,288 +20	+0.4%	+$4.71K	0.54%	29
2024 Q3	$1.23M	Buy	5,268 +286	+6%	+$63.9K	0.49%	29
2024 Q2	$1.05M	Buy	4,982 +1,024	+26%	+$191K	0.45%	31
2024 Q1	$679K	Buy	3,958 +11	+0.3%	+$2K	0.3%	34
2023 Q4	$760K	Buy	+3,947	New	+$729K	0.35%	32

Other funds holding AAPL

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

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

TSA Wealth Management increased its Apple (AAPL) stake by 4% in Q3 2026, buying an estimated $137K and bringing the position to 11,195 shares worth $3.73M. The position accounts for 1.05% of the portfolio, ranked #25.

TSA Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

TSA Wealth Management held 11,195 shares of Apple worth $3.73M as of Q3 2026.
TSA Wealth Management bought 426 Apple shares in Q3 2026, an estimated $137K.
Apple made up 1.05% of TSA Wealth Management's portfolio in Q3 2026, its #25 holding.
TSA Wealth Management first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on TSA Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.