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Whitaker-Myers Wealth Managers’s Apple AAPL Stock Holding History

Whitaker-Myers Wealth Managers’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 		$3.01M Sell
9,029
-1,257
-12% -$404K 0.49% 28
2026
Q2 		$2.98M Buy
10,286
+278
+3% +$79.5K 0.5% 25
2026
Q1 		$2.54M Sell
10,008
-921
-8% -$240K 0.51% 26
2025
Q4 		$2.97M Sell
10,929
-43
-0.4% -$11.5K 0.62% 23
2025
Q3 		$2.79M Sell
10,972
-5,147
-32% -$1.16M 0.61% 23
2025
Q2 		$3.31M Sell
16,119
-2,439
-13% -$493K 0.83% 19
2025
Q1 		$4.12M Buy
18,558
+328
+2% +$76K 1.16% 18
2024
Q4 		$4.57M Buy
18,230
+2,330
+15% +$549K 1.33% 18
2024
Q3 		$3.7M Buy
15,900
+519
+3% +$116K 1.23% 17
2024
Q2 		$3.24M Buy
15,381
+1,284
+9% +$239K 1.2% 17
2024
Q1 		$2.42M Buy
14,097
+2,399
+21% +$436K 1.02% 14
2023
Q4 		$2.25M Buy
11,698
+1,081
+10% +$200K 1.12% 15
2023
Q3 		$1.82M Buy
10,617
+1,176
+12% +$216K 1.13% 17
2023
Q2 		$1.83M Buy
9,441
+621
+7% +$108K 1.23% 21
2023
Q1 		$1.45M Buy
8,820
+238
+3% +$35.1K 1.13% 24
2022
Q4 		$1.12M Buy
+8,582
New +$1.23M 1.07% 27

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
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
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Whitaker-Myers Wealth Managers's AAPL Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers reduced its Apple (AAPL) stake by 12% in Q3 2026, selling an estimated $404K and leaving 9,029 shares worth $3.01M. The position accounts for 0.49% of the portfolio, ranked #28.

Whitaker-Myers Wealth Managers first reported a position in AAPL in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.57M in Q4 2024. 610 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Whitaker-Myers Wealth Managers held 9,029 shares of Apple worth $3.01M as of Q3 2026.
  • Whitaker-Myers Wealth Managers sold 1,257 Apple shares in Q3 2026, an estimated $404K.
  • Apple made up 0.49% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #28 holding.
  • Whitaker-Myers Wealth Managers first reported a position in Apple in Q4 2022 and has held it in 16 quarters since.
  • Whitaker-Myers Wealth Managers's Apple position peaked at $4.57M in Q4 2024.
  • 610 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.