XML Financial’s Apple AAPL Stock Holding History

XML Financial’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
2025 Q2	–	Sell	-600	Closed	-$133K	–	394
2025 Q1	$133K	Buy	+600	New	+$139K	0.01%	347

Other funds holding AAPL

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

XML Financial's AAPL Position: Q3 2026 in Review

XML Financial reduced its Apple (AAPL) stake by 1.8% in Q3 2026, selling an estimated $667K and leaving 113,884 shares worth $37.9M. The position accounts for 2.72% of the portfolio, ranked #4.

XML Financial first reported a position in AAPL in Q4 2019 and has held it in 28 quarters since. 4,475 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

XML Financial held 113,884 shares of Apple worth $37.9M as of Q3 2026.
XML Financial sold 2,077 Apple shares in Q3 2026, an estimated $667K.
Apple made up 2.72% of XML Financial's portfolio in Q3 2026, its #4 holding.
XML Financial first reported a position in Apple in Q4 2019 and has held it in 28 quarters since.
4,475 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on XML Financial's 13F filing for Q3 2026, filed 29 Oct 2026.