Whitcomb & Hess
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Whitcomb & Hess’s Apple AAPL Stock Holding History

Whitcomb & Hess’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 		$1.21M Sell
3,635
-43
-1% -$13.8K 0.26% 29
2026
Q2 		$1.06M Buy
3,678
+2
+0.1% +$572 0.23% 31
2026
Q1 		$933K Hold
3,676
– – 0.22% 31
2025
Q4 		$960K Buy
3,676
+97
+3% +$26K 0.23% 32
2025
Q3 		$911K Buy
3,579
+106
+3% +$23.9K 0.23% 31
2025
Q2 		$713K Hold
3,473
– – 0.2% 31
2025
Q1 		$771K Sell
3,473
-32
-0.9% -$7.41K 0.23% 30
2024
Q4 		$878K Sell
3,505
-8
-0.2% -$1.88K 0.27% 29
2024
Q3 		$819K Sell
3,513
-27
-0.8% -$6.03K 0.24% 29
2024
Q2 		$746K Buy
3,540
+59
+2% +$11K 0.23% 30
2024
Q1 		$597K Buy
3,481
+1
+0% +$182 0.19% 30
2023
Q4 		$670K Buy
3,480
+305
+10% +$56.3K 0.23% 29
2023
Q3 		$544K Sell
3,175
-308
-9% -$56.5K 0.2% 29
2023
Q2 		$676K Buy
3,483
+1
+0% +$174 0.25% 28
2023
Q1 		$574K Sell
3,482
-129
-4% -$19K 0.22% 28
2022
Q4 		$469K Buy
3,611
+42
+1% +$6K 0.19% 27
2022
Q3 		$493K Sell
3,569
-268
-7% -$42.1K 0.22% 24
2022
Q2 		$525K Sell
3,837
-1,123
-23% -$170K 0.23% 23
2022
Q1 		$866K Sell
4,960
-24
-0.5% -$4.04K 0.34% 18
2021
Q4 		$858K Buy
4,984
+86
+2% +$13.6K 0.34% 20
2021
Q3 		$693K Buy
4,898
+3
+0.1% +$442 0.29% 20
2021
Q2 		$670K Buy
+4,895
New +$634K 0.29% 20

Other funds holding AAPL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 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

Whitcomb & Hess's AAPL Position: Q3 2026 in Review

Whitcomb & Hess reduced its Apple (AAPL) stake by 1.2% in Q3 2026, selling an estimated $13.8K and leaving 3,635 shares worth $1.21M. The position accounts for 0.26% of the portfolio, ranked #29.

Whitcomb & Hess first reported a position in AAPL in Q2 2021 and has held it in 22 quarters since. 3,588 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Whitcomb & Hess held 3,635 shares of Apple worth $1.21M as of Q3 2026.
  • Whitcomb & Hess sold 43 Apple shares in Q3 2026, an estimated $13.8K.
  • Apple made up 0.26% of Whitcomb & Hess's portfolio in Q3 2026, its #29 holding.
  • Whitcomb & Hess first reported a position in Apple in Q2 2021 and has held it in 22 quarters since.
  • 3,588 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Whitcomb & Hess's 13F filing for Q3 2026, filed 7 Oct 2026.