WD Rutherford
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WD Rutherford’s Apple AAPL Stock Holding History

WD Rutherford’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 		$8.66M Sell
26,008
-2,176
-8% -$699K 3.29% 7
2026
Q2 		$8.16M Sell
28,184
-713
-2% -$204K 2.95% 7
2026
Q1 		$7.33M Sell
28,897
-542
-2% -$141K 3.26% 3
2025
Q4 		$8M Sell
29,439
-47
-0.2% -$12.6K 3.35% 3
2025
Q3 		$7.51M Buy
29,486
+338
+1% +$76.4K 3.19% 4
2025
Q2 		$5.98M Sell
29,148
-2,102
-7% -$424K 2.75% 7
2025
Q1 		$6.32M Sell
31,250
-568
-2% -$132K 3.36% 3
2024
Q4 		$7.97M Sell
31,818
-817
-3% -$193K 3.78% 2
2024
Q3 		$7.6M Sell
32,635
-409
-1% -$91.3K 3.71% 2
2024
Q2 		$6.96M Sell
33,044
-1,504
-4% -$280K 3.49% 3
2024
Q1 		$5.92M Sell
34,548
-120
-0.3% -$21.8K 3.07% 4
2023
Q4 		$6.72M Sell
34,668
-1,165
-3% -$215K 3.91% 3
2023
Q3 		$6.14M Sell
35,833
-3,369
-9% -$618K 4.21% 2
2023
Q2 		$7.6M Sell
39,202
-795
-2% -$139K 4.86% 2
2023
Q1 		$6.6M Sell
39,997
-1,832
-4% -$270K 4.65% 2
2022
Q4 		$5.46M Sell
41,829
-915
-2% -$131K 4.29% 1
2022
Q3 		$5.91M Sell
42,744
-1,870
-4% -$293K 4.74% 1
2022
Q2 		$6.1M Sell
44,614
-730
-2% -$111K 4.71% 1
2022
Q1 		$7.92M Sell
45,344
-235
-0.5% -$39.5K 4.52% 2
2021
Q4 		$8.09M Sell
45,579
-827
-2% -$131K 4.1% 2
2021
Q3 		$6.57M Sell
46,406
-2,705
-6% -$398K 3.57% 2
2021
Q2 		$6.73M Sell
49,111
-415
-0.8% -$53.8K 3.74% 2
2021
Q1 		$6.05M Sell
49,526
-4,880
-9% -$626K 3.76% 1
2020
Q4 		$7.22M Buy
+54,406
New +$6.54M 4.57% 1

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

WD Rutherford's AAPL Position: Q3 2026 in Review

WD Rutherford reduced its Apple (AAPL) stake by 7.7% in Q3 2026, selling an estimated $699K and leaving 26,008 shares worth $8.66M. The position accounts for 3.29% of the portfolio, ranked #7.

WD Rutherford first reported a position in AAPL in Q4 2020 and has held it in 24 quarters since. 3,100 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • WD Rutherford held 26,008 shares of Apple worth $8.66M as of Q3 2026.
  • WD Rutherford sold 2,176 Apple shares in Q3 2026, an estimated $699K.
  • Apple made up 3.29% of WD Rutherford's portfolio in Q3 2026, its #7 holding.
  • WD Rutherford first reported a position in Apple in Q4 2020 and has held it in 24 quarters since.
  • 3,100 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on WD Rutherford's 13F filing for Q3 2026, filed 26 Oct 2026.