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Wiser Wealth Management’s Apple AAPL Stock Holding History

Wiser Wealth Management’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 		$5.1M Buy
15,316
+1,349
+10% +$433K 0.93% 13
2026
Q2 		$4.04M Buy
13,967
+1,664
+14% +$476K 0.77% 13
2026
Q1 		$3.12M Buy
12,303
+323
+3% +$84.1K 0.67% 15
2025
Q4 		$3.26M Buy
11,980
+186
+2% +$49.9K 0.72% 14
2025
Q3 		$3M Buy
11,794
+512
+5% +$116K 0.69% 14
2025
Q2 		$2.31M Buy
11,282
+449
+4% +$90.7K 0.58% 17
2025
Q1 		$2.41M Buy
10,833
+385
+4% +$89.2K 0.68% 14
2024
Q4 		$2.62M Buy
10,448
+1,115
+12% +$263K 0.73% 12
2024
Q3 		$2.17M Buy
9,333
+646
+7% +$144K 0.62% 17
2024
Q2 		$1.83M Sell
8,687
-862
-9% -$161K 0.57% 17
2024
Q1 		$1.64M Buy
9,549
+476
+5% +$86.6K 0.54% 15
2023
Q4 		$1.65M Buy
9,073
+3,901
+75% +$720K 0.6% 16
2023
Q3 		$885K Buy
5,172
+222
+4% +$40.7K 0.36% 25
2023
Q2 		$960K Hold
4,950
– – 0.39% 22
2023
Q1 		$816K Buy
4,950
+96
+2% +$14.2K 0.35% 23
2022
Q4 		$631K Sell
4,854
-1,320
-21% -$189K 0.29% 27
2022
Q3 		$853K Sell
6,174
-1,645
-21% -$258K 0.45% 22
2022
Q2 		$1.07M Buy
7,819
+423
+6% +$64.1K 0.55% 24
2022
Q1 		$1.29M Buy
7,396
+1,600
+28% +$269K 0.6% 20
2021
Q4 		$1.03M Buy
5,796
+818
+16% +$129K 0.5% 21
2021
Q3 		$704K Buy
4,978
+1,320
+36% +$194K 0.38% 21
2021
Q2 		$501K Buy
3,658
+280
+8% +$36.3K 0.31% 23
2021
Q1 		$413K Sell
3,378
-227
-6% -$29.1K 0.28% 23
2020
Q4 		$478K Buy
+3,605
New +$434K 0.36% 22

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wiser Wealth Management's AAPL Position: Q3 2026 in Review

Wiser Wealth Management increased its Apple (AAPL) stake by 9.7% in Q3 2026, buying an estimated $433K and bringing the position to 15,316 shares worth $5.1M. The position accounts for 0.93% of the portfolio, ranked #13.

Wiser Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 24 quarters since. 1,401 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Wiser Wealth Management held 15,316 shares of Apple worth $5.1M as of Q3 2026.
  • Wiser Wealth Management bought 1,349 Apple shares in Q3 2026, an estimated $433K.
  • Apple made up 0.93% of Wiser Wealth Management's portfolio in Q3 2026, its #13 holding.
  • Wiser Wealth Management first reported a position in Apple in Q4 2020 and has held it in 24 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Wiser Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.