Wealth Quarterback
AAPL icon

Wealth Quarterback’s Apple AAPL Stock Holding History

Wealth Quarterback’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 		$11.7M Buy
35,161
+476
+1% +$153K 3.57% 5
2026
Q2 		$10M Sell
34,685
-2,315
-6% -$662K 3.1% 6
2026
Q1 		$9.39M Sell
37,000
-1,845
-5% -$480K 3.7% 5
2025
Q4 		$10.6M Buy
38,845
+790
+2% +$212K 3.8% 5
2025
Q3 		$9.7M Sell
38,055
-103
-0.3% -$23.3K 3.75% 5
2025
Q2 		$7.83M Buy
38,158
+499
+1% +$101K 3.71% 5
2025
Q1 		$8.37M Buy
37,659
+318
+0.9% +$73.7K 4.71% 4
2024
Q4 		$9.35M Buy
37,341
+2,943
+9% +$694K 4.39% 5
2024
Q3 		$8.01M Buy
34,398
+1,965
+6% +$439K 4.17% 5
2024
Q2 		$6.83M Buy
32,433
+330
+1% +$61.5K 3.87% 5
2024
Q1 		$5.51M Buy
32,103
+412
+1% +$74.9K 3.08% 8
2023
Q4 		$6.1M Sell
31,691
-471
-1% -$87K 3.73% 8
2023
Q3 		$5.51M Sell
32,162
-977
-3% -$179K 4.76% 5
2023
Q2 		$6.43M Buy
33,139
+7,461
+29% +$1.3M 4.45% 6
2023
Q1 		$4.23M Sell
25,678
-458
-2% -$67.6K 3.59% 10
2022
Q4 		$3.4M Sell
26,136
-487
-2% -$69.6K 2.82% 11
2022
Q3 		$3.68M Buy
26,623
+395
+2% +$62K 3.91% 7
2022
Q2 		$3.59M Buy
+26,228
New +$3.97M 2.8% 14
2021
Q3 		$4.06M Buy
34,941
+4,684
+15% +$690K 2.69% 9
2021
Q2 		$4.14M Buy
+30,257
New +$3.92M 2.52% 9
2020
Q4 		$3.79M Buy
28,593
+20,413
+250% +$2.46M 3.15% 6
2020
Q3 		$2.98M Sell
8,180
-24,540
-75% -$2.68M 2.74% 8
2020
Q2 		$2.98M Buy
32,720
+2,948
+10% +$228K 2.74% 8
2020
Q1 		$1.91M Buy
29,772
+880
+3% +$64.7K 1.75% 10
2019
Q4 		$2.12M Buy
+28,892
New +$1.86M 1.84% 8

Other funds holding AAPL

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
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Quarterback's AAPL Position: Q3 2026 in Review

Wealth Quarterback increased its Apple (AAPL) stake by 1.4% in Q3 2026, buying an estimated $153K and bringing the position to 35,161 shares worth $11.7M. The position accounts for 3.57% of the portfolio, ranked #5.

Wealth Quarterback first reported a position in AAPL in Q4 2019 and has held it in 25 quarters since. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Wealth Quarterback held 35,161 shares of Apple worth $11.7M as of Q3 2026.
  • Wealth Quarterback bought 476 Apple shares in Q3 2026, an estimated $153K.
  • Apple made up 3.57% of Wealth Quarterback's portfolio in Q3 2026, its #5 holding.
  • Wealth Quarterback first reported a position in Apple in Q4 2019 and has held it in 25 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.