Wormser Freres Gestion’s Apple AAPL Stock Holding History

Wormser Freres Gestion’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	$133K	Hold	400	–	–	0.07%	44
2026 Q2	$125K	Hold	400	–	–	0.07%	40
2026 Q1	$104K	Hold	400	–	–	0.07%	31
2025 Q4	$109K	Hold	400	–	–	0.06%	35
2025 Q3	$102K	Hold	400	–	–	0.06%	36
2025 Q2	$82K	Sell	400 -25,403	-98%	-$5.13M	0.05%	38
2025 Q1	$5.64M	Sell	25,803 -1,144	-4%	-$265K	3.46%	15
2024 Q4	$6.81M	Sell	26,947 -228	-0.8%	-$53.7K	4.05%	16
2024 Q3	$6.31M	Sell	27,175 -14,776	-35%	-$3.3M	3.86%	13
2024 Q2	$9.13M	Buy	41,951 +2,043	+5%	+$381K	5.95%	4
2024 Q1	$6.95M	Buy	39,908 +1,104	+3%	+$201K	4.76%	13
2023 Q4	$7.52M	Buy	+38,804	New	+$7.16M	6.1%	7

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

Wormser Freres Gestion's AAPL Position: Q3 2026 in Review

Wormser Freres Gestion held its Apple (AAPL) position steady in Q3 2026 at 400 shares worth $133K. The position accounts for 0.07% of the portfolio, ranked #44.

Wormser Freres Gestion first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. The position peaked at $9.13M in Q2 2024. 1,793 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Wormser Freres Gestion held 400 shares of Apple worth $133K as of Q3 2026.
Wormser Freres Gestion left its Apple share count unchanged in Q3 2026.
Apple made up 0.07% of Wormser Freres Gestion's portfolio in Q3 2026, its #44 holding.
Wormser Freres Gestion first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
Wormser Freres Gestion's Apple position peaked at $9.13M in Q2 2024.
1,793 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Wormser Freres Gestion's 13F filing for Q3 2026, filed 21 Oct 2026.