Twele Capital Management
AAPL icon

Twele Capital Management’s Apple AAPL Stock Holding History

Twele Capital 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 		$852K Buy
2,559
+1
+0% +$321 0.14% 30
2026
Q2 		$740K Buy
2,558
+1
+0% +$286 0.12% 32
2026
Q1 		$649K Buy
2,557
+1
+0% +$260 0.12% 32
2025
Q4 		$695K Sell
2,556
-85
-3% -$22.8K 0.12% 32
2025
Q3 		$672K Buy
2,641
+1
+0% +$226 0.12% 32
2025
Q2 		$542K Sell
2,640
-199
-7% -$40.2K 0.11% 32
2025
Q1 		$631K Buy
2,839
+2
+0.1% +$463 0.13% 29
2024
Q4 		$711K Sell
2,837
-211
-7% -$49.7K 0.15% 29
2024
Q3 		$710K Buy
3,048
+1,846
+154% +$412K 0.15% 29
2024
Q2 		$253K Buy
+1,202
New +$224K 0.06% 38
2024
Q1 		– Sell
-1,200
Closed -$231K – 38
2023
Q4 		$231K Hold
1,200
– – 0.04% 40
2023
Q3 		$205K Hold
1,200
– – 0.04% 41
2023
Q2 		$233K Buy
+1,200
New +$209K 0.04% 39

Other funds holding AAPL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Twele Capital Management's AAPL Position: Q3 2026 in Review

Twele Capital Management increased its Apple (AAPL) stake by 0.04% in Q3 2026, buying an estimated $321 and bringing the position to 2,559 shares worth $852K. The position accounts for 0.14% of the portfolio, ranked #30.

Twele Capital Management first reported a position in AAPL in Q2 2023 and has held it in 13 quarters since. 4,963 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Twele Capital Management held 2,559 shares of Apple worth $852K as of Q3 2026.
  • Twele Capital Management bought 1 Apple share in Q3 2026, an estimated $321.
  • Apple made up 0.14% of Twele Capital Management's portfolio in Q3 2026, its #30 holding.
  • Twele Capital Management first reported a position in Apple in Q2 2023 and has held it in 13 quarters since.
  • 4,963 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Twele Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.