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Whalen Wealth Management’s Apple AAPL Stock Holding History

Whalen Wealth Management’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 		$7.2M Buy
21,628
+56
+0.3% +$18K 3.07% 4
2026
Q2 		$6.24M Sell
21,572
-2,824
-12% -$808K 2.81% 5
2026
Q1 		$6.19M Buy
24,396
+8,056
+49% +$2.1M 3.32% 4
2025
Q4 		$4.44M Buy
16,340
+5,930
+57% +$1.59M 2.38% 7
2025
Q3 		$2.65M Buy
10,410
+3,235
+45% +$731K 1.55% 13
2025
Q2 		$1.47M Buy
7,175
+405
+6% +$81.8K 0.92% 21
2025
Q1 		$1.5M Buy
6,770
+550
+9% +$127K 1% 29
2024
Q4 		$1.56M Sell
6,220
-9,571
-61% -$2.26M 1.08% 18
2024
Q3 		$3.68M Sell
15,791
-6,361
-29% -$1.42M 2.6% 9
2024
Q2 		$4.67M Buy
22,152
+10,561
+91% +$1.97M 3.7% 4
2024
Q1 		$1.99M Buy
11,591
+5,260
+83% +$956K 1.47% 12
2023
Q4 		$1.22M Buy
+6,331
New +$1.17M 1.1% 15

Other funds holding AAPL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Whalen Wealth Management's AAPL Position: Q3 2026 in Review

Whalen Wealth Management increased its Apple (AAPL) stake by 0.26% in Q3 2026, buying an estimated $18K and bringing the position to 21,628 shares worth $7.2M. The position accounts for 3.07% of the portfolio, ranked #4.

Whalen Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. 690 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Whalen Wealth Management held 21,628 shares of Apple worth $7.2M as of Q3 2026.
  • Whalen Wealth Management bought 56 Apple shares in Q3 2026, an estimated $18K.
  • Apple made up 3.07% of Whalen Wealth Management's portfolio in Q3 2026, its #4 holding.
  • Whalen Wealth Management first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • 690 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.