James T. Borello RIA’s Apple AAPL Stock Holding History

James T. Borello RIA’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	$2.67M	Buy	8,004 +367	+5%	+$118K	0.55%	28
2026 Q2	$2.21M	Buy	7,637 +276	+4%	+$78.9K	0.48%	32
2026 Q1	$1.87M	Buy	7,361 +1,953	+36%	+$508K	0.47%	33
2025 Q4	$1.47M	Buy	5,408 +1,029	+23%	+$276K	0.38%	35
2025 Q3	$1.11M	Buy	4,379 +2,327	+113%	+$526K	0.3%	42
2025 Q2	$421K	Buy	2,052 +279	+16%	+$56.3K	0.12%	59
2025 Q1	$394K	Buy	1,773 +896	+102%	+$208K	0.13%	61
2024 Q4	$220K	Buy	877 +61	+7%	+$14.4K	0.08%	71
2024 Q3	$190K	Buy	816 +15	+2%	+$3.35K	0.08%	70
2024 Q2	$169K	Hold	801	–	–	0.07%	67
2024 Q1	$137K	Hold	801	–	–	0.06%	69
2023 Q4	$154K	Buy	+801	New	+$148K	0.13%	47

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

James T. Borello RIA's AAPL Position: Q3 2026 in Review

James T. Borello RIA increased its Apple (AAPL) stake by 4.8% in Q3 2026, buying an estimated $118K and bringing the position to 8,004 shares worth $2.67M. The position accounts for 0.55% of the portfolio, ranked #28.

James T. Borello RIA first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. 1,793 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

James T. Borello RIA held 8,004 shares of Apple worth $2.67M as of Q3 2026.
James T. Borello RIA bought 367 Apple shares in Q3 2026, an estimated $118K.
Apple made up 0.55% of James T. Borello RIA's portfolio in Q3 2026, its #28 holding.
James T. Borello RIA first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
1,793 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.