Wealth Enhancement Trust Services
AAPL icon

Wealth Enhancement Trust Services’s Apple AAPL Stock Holding History

Wealth Enhancement Trust Services’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 		$37.7M Buy
113,125
+6,491
+6% +$2.08M 4.02% 2
2026
Q2 		$30.9M Sell
106,634
-9,789
-8% -$2.8M 3.43% 3
2026
Q1 		$29.5M Buy
116,423
+5,615
+5% +$1.46M 3.58% 3
2025
Q4 		$30.1M Buy
+110,808
New +$29.7M 3.81% 3

Other funds holding AAPL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealth Enhancement Trust Services's AAPL Position: Q3 2026 in Review

Wealth Enhancement Trust Services increased its Apple (AAPL) stake by 6.1% in Q3 2026, buying an estimated $2.08M and bringing the position to 113,125 shares worth $37.7M. The position accounts for 4.02% of the portfolio, ranked #2.

Wealth Enhancement Trust Services first reported a position in AAPL in Q4 2025 and has held it in 4 quarters since. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Wealth Enhancement Trust Services held 113,125 shares of Apple worth $37.7M as of Q3 2026.
  • Wealth Enhancement Trust Services bought 6,491 Apple shares in Q3 2026, an estimated $2.08M.
  • Apple made up 4.02% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #2 holding.
  • Wealth Enhancement Trust Services first reported a position in Apple in Q4 2025 and has held it in 4 quarters since.
  • 5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.