Vawter Financial
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Vawter Financial’s Apple AAPL Stock Holding History

Vawter Financial’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 		$3.42M Sell
10,278
-25
-0.2% -$8.03K 1.27% 21
2026
Q2 		$2.98M Sell
10,303
-46
-0.4% -$13.2K 1.12% 24
2026
Q1 		$2.63M Buy
10,349
+1
+0% +$260 1.1% 24
2025
Q4 		$2.81M Sell
10,348
-453
-4% -$122K 1.19% 24
2025
Q3 		$2.75M Buy
+10,801
New +$2.44M 1.25% 23
2025
Q2 		– Sell
-9,504
Closed -$2.11M – 25
2025
Q1 		$2.11M Buy
9,504
+60
+0.6% +$13.9K 1.18% 24
2024
Q4 		$2.37M Sell
9,444
-414
-4% -$97.6K 1.42% 21
2024
Q3 		$2.3M Sell
9,858
-522
-5% -$117K 1.4% 21
2024
Q2 		$2.19M Buy
10,380
+381
+4% +$71.1K 1.5% 20
2024
Q1 		$1.71M Buy
9,999
+416
+4% +$75.6K 1.24% 20
2023
Q4 		$1.85M Sell
9,583
-587
-6% -$108K 1.44% 20
2023
Q3 		$1.74M Buy
10,170
+4,383
+76% +$804K 1.56% 18
2023
Q2 		$1.12M Buy
5,787
+123
+2% +$21.4K 0.97% 22
2023
Q1 		$934K Buy
5,664
+649
+13% +$95.8K 0.95% 23
2022
Q4 		$652K Buy
+5,015
New +$717K 0.76% 23

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
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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vawter Financial's AAPL Position: Q3 2026 in Review

Vawter Financial reduced its Apple (AAPL) stake by 0.24% in Q3 2026, selling an estimated $8.03K and leaving 10,278 shares worth $3.42M. The position accounts for 1.27% of the portfolio, ranked #21.

Vawter Financial first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 4,649 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Vawter Financial held 10,278 shares of Apple worth $3.42M as of Q3 2026.
  • Vawter Financial sold 25 Apple shares in Q3 2026, an estimated $8.03K.
  • Apple made up 1.27% of Vawter Financial's portfolio in Q3 2026, its #21 holding.
  • Vawter Financial first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 4,649 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Vawter Financial's 13F filing for Q3 2026, filed 10 Nov 2026.