Williams & Novak’s Apple AAPL Stock Holding History

Williams & Novak’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	$4.7M	Buy	14,123 +1,331	+10%	+$428K	2.78%	8
2026 Q2	$3.7M	Buy	12,792 +1,311	+11%	+$375K	2.45%	8
2026 Q1	$2.93M	Buy	11,481 +1,484	+15%	+$386K	2.2%	8
2025 Q4	$2.72M	Buy	9,997 +294	+3%	+$78.9K	2.05%	9
2025 Q3	$2.47M	Buy	9,703 +245	+3%	+$55.3K	1.9%	10
2025 Q2	$1.94M	Buy	9,458 +11	+0.1%	+$2.22K	1.65%	14
2025 Q1	$2.11M	Sell	9,447 -2,664	-22%	-$617K	2.06%	9
2024 Q4	$3.03M	Sell	12,111 -597	-5%	-$141K	2.92%	6
2024 Q3	$2.96M	Buy	12,708 +1,604	+14%	+$358K	2.76%	6
2024 Q2	$2.34M	Buy	11,104 +815	+8%	+$152K	2.18%	9
2024 Q1	$1.98M	Hold	10,289	–	–	2.25%	12
2023 Q4	$1.98M	Buy	+10,289	New	+$1.9M	2.25%	12

Other funds holding AAPL

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Williams & Novak's AAPL Position: Q3 2026 in Review

Williams & Novak increased its Apple (AAPL) stake by 10% in Q3 2026, buying an estimated $428K and bringing the position to 14,123 shares worth $4.7M. The position accounts for 2.78% of the portfolio, ranked #8.

Williams & Novak first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. 1,793 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Williams & Novak held 14,123 shares of Apple worth $4.7M as of Q3 2026.
Williams & Novak bought 1,331 Apple shares in Q3 2026, an estimated $428K.
Apple made up 2.78% of Williams & Novak's portfolio in Q3 2026, its #8 holding.
Williams & Novak first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
1,793 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.