Whelan Financial
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Whelan Financial’s Apple AAPL Stock Holding History

Whelan Financial’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 		$12.8M Buy
38,553
+3,922
+11% +$1.26M 3.33% 9
2026
Q2 		$10M Buy
34,631
+360
+1% +$103K 2.73% 9
2026
Q1 		$8.7M Buy
34,271
+711
+2% +$185K 2.7% 9
2025
Q4 		$9.12M Sell
33,560
-1,113
-3% -$299K 2.85% 9
2025
Q3 		$8.83M Buy
34,673
+3,720
+12% +$840K 2.8% 9
2025
Q2 		$6.35M Buy
30,953
+109
+0.4% +$22K 2.3% 9
2025
Q1 		$6.85M Buy
30,844
+1,841
+6% +$427K 2.66% 9
2024
Q4 		$7.26M Buy
29,003
+7,458
+35% +$1.76M 2.86% 9
2024
Q3 		$5.02M Buy
21,545
+745
+4% +$166K 2.07% 9
2024
Q2 		$4.38M Sell
20,800
-135
-0.6% -$25.2K 1.96% 9
2024
Q1 		$3.59M Buy
20,935
+1,691
+9% +$307K 1.64% 10
2023
Q4 		$3.7M Buy
19,244
+6
+0% +$1.11K 1.73% 9
2023
Q3 		$3.29M Buy
19,238
+909
+5% +$167K 1.74% 9
2023
Q2 		$3.56M Buy
18,329
+15
+0.1% +$2.61K 1.86% 9
2023
Q1 		$3.02M Sell
18,314
-191
-1% -$28.2K 1.67% 9
2022
Q4 		$2.4M Buy
18,505
+9,827
+113% +$1.4M 1.45% 9
2022
Q3 		$1.2M Sell
8,678
-165
-2% -$25.9K 0.82% 11
2022
Q2 		$1.21M Buy
8,843
+6,617
+297% +$1M 0.82% 12
2022
Q1 		$389K Buy
2,226
+1,055
+90% +$177K 0.24% 15
2021
Q4 		$208K Buy
+1,171
New +$185K 0.13% 19

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Whelan Financial's AAPL Position: Q3 2026 in Review

Whelan Financial increased its Apple (AAPL) stake by 11% in Q3 2026, buying an estimated $1.26M and bringing the position to 38,553 shares worth $12.8M. The position accounts for 3.33% of the portfolio, ranked #9.

Whelan Financial first reported a position in AAPL in Q4 2021 and has held it in 20 quarters since. 3,100 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Whelan Financial held 38,553 shares of Apple worth $12.8M as of Q3 2026.
  • Whelan Financial bought 3,922 Apple shares in Q3 2026, an estimated $1.26M.
  • Apple made up 3.33% of Whelan Financial's portfolio in Q3 2026, its #9 holding.
  • Whelan Financial first reported a position in Apple in Q4 2021 and has held it in 20 quarters since.
  • 3,100 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.