Wealth Alliance’s Apple AAPL Stock Holding History

Wealth Alliance’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	–	Hold	0	–	–	–	329

Other funds holding AAPL

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

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

Wealth Alliance's AAPL Position: Q3 2026 in Review

Wealth Alliance reduced its Apple (AAPL) stake by 0.75% in Q3 2026, selling an estimated $891K and leaving 368,853 shares worth $123M. The position accounts for 9.85% of the portfolio, ranked #1.

Wealth Alliance first reported a position in AAPL in Q4 2019 and has held it in 28 quarters since. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Wealth Alliance held 368,853 shares of Apple worth $123M as of Q3 2026.
Wealth Alliance sold 2,775 Apple shares in Q3 2026, an estimated $891K.
Apple made up 9.85% of Wealth Alliance's portfolio in Q3 2026, its #1 holding.
Wealth Alliance first reported a position in Apple in Q4 2019 and has held it in 28 quarters since.
5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.