William B. Walkup & Associates’s Apple AAPL Stock Holding History

William B. Walkup & Associates’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	$1.57M	Buy	4,703 +1,189	+34%	+$382K	0.71%	36
2026 Q2	$1.02M	Buy	3,514 +1,561	+80%	+$447K	0.49%	48
2026 Q1	$434K	Sell	1,953 -17	-0.9%	-$4.42K	0.26%	64
2025 Q4	$536K	Buy	1,970 +17	+0.9%	+$4.56K	0.29%	63
2025 Q3	$497K	Hold	1,953	–	–	0.27%	63
2025 Q2	$401K	Hold	1,953	–	–	0.24%	66
2025 Q1	$434K	Buy	1,953 +164	+9%	+$38K	0.26%	63
2024 Q4	$448K	Buy	1,789 +15	+0.8%	+$3.54K	0.28%	67
2024 Q3	$413K	Sell	1,774 -18	-1%	-$4.02K	0.26%	69
2024 Q2	$377K	Buy	+1,792	New	+$334K	0.25%	70

Other funds holding AAPL

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

William B. Walkup & Associates's AAPL Position: Q3 2026 in Review

William B. Walkup & Associates increased its Apple (AAPL) stake by 34% in Q3 2026, buying an estimated $382K and bringing the position to 4,703 shares worth $1.57M. The position accounts for 0.71% of the portfolio, ranked #36.

William B. Walkup & Associates first reported a position in AAPL in Q2 2024 and has held it in 10 quarters since. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

William B. Walkup & Associates held 4,703 shares of Apple worth $1.57M as of Q3 2026.
William B. Walkup & Associates bought 1,189 Apple shares in Q3 2026, an estimated $382K.
Apple made up 0.71% of William B. Walkup & Associates's portfolio in Q3 2026, its #36 holding.
William B. Walkup & Associates first reported a position in Apple in Q2 2024 and has held it in 10 quarters since.
5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on William B. Walkup & Associates's 13F filing for Q3 2026, filed 5 Nov 2026.