WWM
AAPL icon

WT Wealth Management’s Apple AAPL Stock Holding History

WT 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 		$9.41M Sell
28,246
-3,414
-11% -$1.1M 2.63% 9
2026
Q2 		$9.16M Buy
31,660
+2,712
+9% +$776K 2.54% 9
2026
Q1 		$7.35M Sell
28,948
-5,254
-15% -$1.37M 2.18% 12
2025
Q4 		$9.3M Sell
34,202
-7,743
-18% -$2.08M 2.67% 7
2025
Q3 		$10.7M Sell
41,945
-2,618
-6% -$591K 3.07% 6
2025
Q2 		$9.14M Buy
44,563
+3,556
+9% +$718K 2.71% 9
2025
Q1 		$9.11M Sell
41,007
-250
-0.6% -$57.9K 2.96% 6
2024
Q4 		$10.3M Buy
41,257
+1,283
+3% +$302K 3.24% 4
2024
Q3 		$9.39M Sell
39,974
-4,104
-9% -$916K 3% 6
2024
Q2 		$9.28M Sell
44,078
-2,466
-5% -$460K 3.17% 4
2024
Q1 		$7.98M Buy
46,544
+7,971
+21% +$1.45M 2.85% 7
2023
Q4 		$7.43M Buy
38,573
+4,692
+14% +$866K 2.93% 8
2023
Q3 		$5.8M Buy
33,881
+4,084
+14% +$749K 2.49% 10
2023
Q2 		$5.78M Sell
29,797
-4,229
-12% -$737K 2.4% 10
2023
Q1 		$5.61M Buy
34,026
+1,539
+5% +$227K 2.43% 10
2022
Q4 		$4.22M Sell
32,487
-4,361
-12% -$623K 2.05% 12
2022
Q3 		$5.09M Buy
36,848
+1,089
+3% +$171K 2.56% 11
2022
Q2 		$4.89M Sell
35,759
-1,159
-3% -$176K 2.41% 11
2022
Q1 		$6.45M Sell
36,918
-1,713
-4% -$288K 2.48% 6
2021
Q4 		$6.86M Buy
38,631
+1,346
+4% +$213K 2.52% 6
2021
Q3 		$5.28M Buy
37,285
+1,642
+5% +$242K 2.03% 9
2021
Q2 		$4.88M Buy
35,643
+642
+2% +$83.2K 1.98% 10
2021
Q1 		$4.28M Buy
35,001
+4,047
+13% +$519K 1.98% 9
2020
Q4 		$4.11M Buy
30,954
+3,749
+14% +$451K 2.24% 6
2020
Q3 		$3.15M Sell
27,205
-299
-1% -$32.6K 2.09% 10
2020
Q2 		$2.51M Sell
27,504
-608
-2% -$47.1K 2.02% 9
2020
Q1 		$1.79M Buy
28,112
+3,180
+13% +$234K 1.88% 13
2019
Q4 		$1.83M Sell
24,932
-1,020
-4% -$65.6K 1.39% 20
2019
Q3 		$1.45M Buy
+25,952
New +$1.36M 1.26% 21

Other funds holding AAPL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

WT Wealth Management reduced its Apple (AAPL) stake by 11% in Q3 2026, selling an estimated $1.1M and leaving 28,246 shares worth $9.41M. The position accounts for 2.63% of the portfolio, ranked #9.

WT Wealth Management first reported a position in AAPL in Q3 2019 and has held it in 29 quarters since. The position peaked at $10.7M in Q3 2025. 822 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • WT Wealth Management held 28,246 shares of Apple worth $9.41M as of Q3 2026.
  • WT Wealth Management sold 3,414 Apple shares in Q3 2026, an estimated $1.1M.
  • Apple made up 2.63% of WT Wealth Management's portfolio in Q3 2026, its #9 holding.
  • WT Wealth Management first reported a position in Apple in Q3 2019 and has held it in 29 quarters since.
  • WT Wealth Management's Apple position peaked at $10.7M in Q3 2025.
  • 822 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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