Wedmont Private Capital
AAPL icon

Wedmont Private Capital’s Apple AAPL Stock Holding History

Wedmont Private Capital’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 		$116M Buy
339,449
+37,572
+12% +$12.1M 2.76% 7
2026
Q2 		$95.2M Buy
301,877
+16,505
+6% +$4.72M 2.61% 10
2026
Q1 		$73.9M Buy
285,372
+2,519
+0.9% +$656K 2.38% 10
2025
Q4 		$73.6M Buy
282,853
+7,836
+3% +$2.1M 2.56% 9
2025
Q3 		$70.5M Buy
275,017
+21,396
+8% +$4.83M 2.62% 9
2025
Q2 		$53.5M Sell
253,621
-7,097
-3% -$1.43M 2.28% 10
2025
Q1 		$51.7M Buy
260,718
+10,062
+4% +$2.33M 2.65% 9
2024
Q4 		$59.4M Buy
250,656
+21,149
+9% +$4.98M 3.13% 9
2024
Q3 		$50.9M Buy
229,507
+24,928
+12% +$5.57M 2.9% 9
2024
Q2 		$47.2M Buy
204,579
+10,400
+5% +$1.94M 2.97% 8
2024
Q1 		$32.9M Buy
194,179
+1,179
+0.6% +$214K 2.41% 10
2023
Q4 		$35.8M Buy
193,000
+27,547
+17% +$5.09M 2.93% 8
2023
Q3 		$29.6M Buy
165,453
+16,375
+11% +$3M 3% 7
2023
Q2 		$28.4M Buy
149,078
+28,329
+23% +$4.94M 3.06% 7
2023
Q1 		$19.6M Buy
120,749
+30,528
+34% +$4.5M 2.58% 8
2022
Q4 		$11.7M Sell
90,221
-13,593
-13% -$1.94M 1.75% 11
2022
Q3 		$14.3M Buy
103,814
+26,385
+34% +$4.14M 2.88% 9
2022
Q2 		$10.6M Buy
77,429
+8,925
+13% +$1.35M 2.28% 10
2022
Q1 		$12.2M Buy
68,504
+3,534
+5% +$594K 2.73% 7
2021
Q4 		$11.2M Buy
+64,970
New +$10.3M 3.45% 7

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wedmont Private Capital's AAPL Position: Q3 2026 in Review

Wedmont Private Capital increased its Apple (AAPL) stake by 12% in Q3 2026, buying an estimated $12.1M and bringing the position to 339,449 shares worth $116M. The position accounts for 2.76% of the portfolio, ranked #7.

Wedmont Private Capital first reported a position in AAPL in Q4 2021 and has held it in 20 quarters since. 930 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Wedmont Private Capital held 339,449 shares of Apple worth $116M as of Q3 2026.
  • Wedmont Private Capital bought 37,572 Apple shares in Q3 2026, an estimated $12.1M.
  • Apple made up 2.76% of Wedmont Private Capital's portfolio in Q3 2026, its #7 holding.
  • Wedmont Private Capital first reported a position in Apple in Q4 2021 and has held it in 20 quarters since.
  • 930 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.