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Wavvest Wealth’s Apple AAPL Stock Holding History

Wavvest 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 		$1.63M Buy
+4,891
New +$1.57M 1.31% 17

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Wavvest Wealth's AAPL Position: Q3 2026 in Review

Wavvest Wealth opened a new position in Apple (AAPL) in Q3 2026: 4,891 shares worth $1.63M. The stake represents 1.31% of the portfolio and ranks #17 among its holdings.

4,086 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Wavvest Wealth held 4,891 shares of Apple worth $1.63M as of Q3 2026.
  • Apple was a new Wavvest Wealth position in Q3 2026.
  • Apple made up 1.31% of Wavvest Wealth's portfolio in Q3 2026, its #17 holding.
  • 4,086 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Wavvest Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.