Visionary Horizons’s Apple AAPL Stock Holding History

Visionary Horizons’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	$1.01M	Buy	3,031 +73	+2%	+$23.4K	0.4%	38
2026 Q2	$856K	Buy	2,958 +242	+9%	+$69.2K	0.36%	43
2026 Q1	$689K	Buy	2,716 +100	+4%	+$26K	0.34%	57
2025 Q4	$711K	Buy	2,616 +1	+0%	+$268	0.37%	52
2025 Q3	$666K	Sell	2,615 -510	-16%	-$115K	0.37%	55
2025 Q2	$641K	Sell	3,125 -149	-5%	-$30.1K	0.41%	51
2025 Q1	$727K	Sell	3,274 -2,479	-43%	-$574K	0.51%	33
2024 Q4	$1.44M	Buy	5,753 +628	+12%	+$148K	0.95%	14
2024 Q3	$1.19M	Buy	5,125 +196	+4%	+$43.8K	0.8%	16
2024 Q2	$1.04M	Buy	4,929 +149	+3%	+$27.8K	0.76%	17
2024 Q1	$844K	Buy	4,780 +66	+1%	+$12K	0.66%	22
2023 Q4	$908K	Buy	+4,714	New	+$870K	0.74%	15

Other funds holding AAPL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Visionary Horizons's AAPL Position: Q3 2026 in Review

Visionary Horizons increased its Apple (AAPL) stake by 2.5% in Q3 2026, buying an estimated $23.4K and bringing the position to 3,031 shares worth $1.01M. The position accounts for 0.4% of the portfolio, ranked #38.

Visionary Horizons first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.44M in Q4 2024. 3,899 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Visionary Horizons held 3,031 shares of Apple worth $1.01M as of Q3 2026.
Visionary Horizons bought 73 Apple shares in Q3 2026, an estimated $23.4K.
Apple made up 0.4% of Visionary Horizons's portfolio in Q3 2026, its #38 holding.
Visionary Horizons first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
Visionary Horizons's Apple position peaked at $1.44M in Q4 2024.
3,899 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.