Weitzel Financial Services’s Apple AAPL Stock Holding History

Weitzel Financial 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	$201K	Buy	+601	New	+$193K	0.07%	51
2024 Q2	–	Sell	-1,458	Closed	-$248K	–	43
2024 Q1	$248K	Sell	1,458 -532	-27%	-$96.7K	0.13%	33
2023 Q4	$370K	Hold	1,990	–	–	0.2%	27
2023 Q3	$345K	Buy	1,990 +345	+21%	+$63.3K	0.2%	26
2023 Q2	$319K	Sell	1,645 -301	-15%	-$52.4K	0.18%	31
2023 Q1	$323K	Buy	1,946 +302	+18%	+$44.6K	0.19%	28
2022 Q4	$214K	Hold	1,644	–	–	0.14%	30
2022 Q3	$227K	Hold	1,644	–	–	0.16%	32
2022 Q2	$225K	Buy	1,644 +35	+2%	+$5.3K	0.15%	31
2022 Q1	$281K	Hold	1,609	–	–	0.18%	26
2021 Q4	$286K	Buy	+1,609	New	+$254K	0.17%	26
2021 Q3	–	Sell	-1,608	Closed	-$239K	–	29
2021 Q2	$239K	Buy	+1,608	New	+$208K	0.16%	26

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Weitzel Financial Services's AAPL Position: Q3 2026 in Review

Weitzel Financial Services opened a new position in Apple (AAPL) in Q3 2026: 601 shares worth $201K. The stake represents 0.07% of the portfolio and ranks #51 among its holdings. This is a return to the name: Weitzel Financial Services previously reported a position in AAPL as recently as Q1 2024.

Weitzel Financial Services first reported a position in AAPL in Q2 2021 and has held it in 12 quarters since. The position peaked at $370K in Q4 2023. 2,914 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Weitzel Financial Services held 601 shares of Apple worth $201K as of Q3 2026.
Apple was a new Weitzel Financial Services position in Q3 2026.
Apple made up 0.07% of Weitzel Financial Services's portfolio in Q3 2026, its #51 holding.
Weitzel Financial Services first reported a position in Apple in Q2 2021 and has held it in 12 quarters since.
Weitzel Financial Services's Apple position peaked at $370K in Q4 2023.
2,914 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Weitzel Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.