Wolff Financial Management
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Wolff Financial Management’s Apple AAPL Stock Holding History

Wolff Financial 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 		$5.88M Buy
17,660
+215
+1% +$69.1K 1.19% 16
2026
Q2 		$5.05M Sell
17,445
-127
-0.7% -$36.3K 1.01% 17
2026
Q1 		$4.46M Buy
17,572
+1
+0% +$260 0.99% 16
2025
Q4 		$4.78M Buy
17,571
+1
+0% +$268 1.07% 16
2025
Q3 		$4.47M Sell
17,570
-2,162
-11% -$488K 1.04% 16
2025
Q2 		$4.05M Buy
19,732
+209
+1% +$42.2K 1.05% 16
2025
Q1 		$4.34M Buy
19,523
+1
+0% +$232 1.2% 14
2024
Q4 		$4.89M Sell
19,522
-64
-0.3% -$15.1K 1.36% 13
2024
Q3 		$4.56M Buy
19,586
+234
+1% +$52.3K 1.24% 13
2024
Q2 		$4.08M Buy
19,352
+1
+0% +$186 3.01% 6
2024
Q1 		$3.32M Buy
19,351
+2,130
+12% +$387K 0.97% 18
2023
Q4 		$3.32M Buy
17,221
+1
+0% +$185 1.02% 16
2023
Q3 		$2.95M Buy
+17,220
New +$3.16M 1.01% 17
2023
Q2 		– Sell
-19,109
Closed -$3.15M – 36
2023
Q1 		$3.15M Sell
19,109
-71
-0.4% -$10.5K 1.1% 17
2022
Q4 		$2.49M Sell
19,180
-141
-0.7% -$20.2K 0.92% 22
2022
Q3 		$2.67M Sell
19,321
-239
-1% -$37.5K 1.22% 21
2022
Q2 		$2.67M Buy
19,560
+232
+1% +$35.1K 1.19% 23
2022
Q1 		$3.38M Sell
19,328
-161
-0.8% -$27.1K 1.34% 19
2021
Q4 		$3.46M Buy
+19,489
New +$3.08M 1.31% 21
2021
Q1 		$2.38M Sell
19,464
-18
-0.1% -$2.31K 1.09% 23
2020
Q4 		$2.58M Sell
19,482
-121
-0.6% -$14.6K 1.36% 18
2020
Q3 		$2.27M Buy
19,603
+31
+0.2% +$3.38K 1.35% 18
2020
Q2 		$1.78M Buy
19,572
+16
+0.1% +$1.24K 1.14% 22
2020
Q1 		$1.24M Buy
19,556
+968
+5% +$71.2K 0.94% 25
2019
Q4 		$1.36M Sell
18,588
-116
-0.6% -$7.46K 0.91% 22
2019
Q3 		$1.05M Buy
18,704
+4
+0% +$209 0.76% 28
2019
Q2 		$925K Buy
18,700
+1,204
+7% +$58.7K 0.71% 31
2019
Q1 		$831K Buy
17,496
+8
+0% +$339 0.69% 32
2018
Q4 		$690K Buy
+17,488
New +$848K 0.67% 33

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wolff Financial Management's AAPL Position: Q3 2026 in Review

Wolff Financial Management increased its Apple (AAPL) stake by 1.2% in Q3 2026, buying an estimated $69.1K and bringing the position to 17,660 shares worth $5.88M. The position accounts for 1.19% of the portfolio, ranked #16.

Wolff Financial Management first reported a position in AAPL in Q4 2018 and has held it in 29 quarters since. 3,899 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Wolff Financial Management held 17,660 shares of Apple worth $5.88M as of Q3 2026.
  • Wolff Financial Management bought 215 Apple shares in Q3 2026, an estimated $69.1K.
  • Apple made up 1.19% of Wolff Financial Management's portfolio in Q3 2026, its #16 holding.
  • Wolff Financial Management first reported a position in Apple in Q4 2018 and has held it in 29 quarters since.
  • 3,899 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Wolff Financial Management's 13F filing for Q3 2026, filed 23 Oct 2026.