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Annis Gardner Whiting Capital Advisors’s Apple AAPL Stock Holding History

Annis Gardner Whiting Capital Advisors’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
Q2 		$14.8M Buy
51,138
+1,927
+4% +$551K 2.22% 8
2026
Q1 		$12.5M Buy
49,211
+3,438
+8% +$895K 2% 9
2025
Q4 		$12.4M Buy
45,773
+4,795
+12% +$1.29M 2.36% 6
2025
Q3 		$10.4M Buy
40,978
+7,164
+21% +$1.62M 2.15% 8
2025
Q2 		$6.94M Buy
33,814
+204
+0.6% +$41.2K 2.4% 5
2025
Q1 		$7.47M Sell
33,610
-1,416
-4% -$328K 3.16% 4
2024
Q4 		$8.77M Sell
35,026
-1,678
-5% -$395K 2.46% 7
2024
Q3 		$8.55M Sell
36,704
-2,353
-6% -$525K 2.41% 7
2024
Q2 		$8.23M Buy
39,057
+8,269
+27% +$1.54M 2.34% 9
2024
Q1 		$5.28M Buy
30,788
+4,880
+19% +$887K 1.89% 10
2023
Q4 		$4.99M Sell
25,908
-228
-0.9% -$42.1K 2.2% 8
2023
Q3 		$4.47M Buy
+26,136
New +$4.79M 2.39% 8

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Annis Gardner Whiting Capital Advisors's AAPL Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Apple (AAPL) stake by 3.9% in Q2 2026, buying an estimated $551K and bringing the position to 51,138 shares worth $14.8M. The position accounts for 2.22% of the portfolio, ranked #8.

Annis Gardner Whiting Capital Advisors first reported a position in AAPL in Q3 2023 and has held it in 12 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 51,138 shares of Apple worth $14.8M as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors bought 1,927 Apple shares in Q2 2026, an estimated $551K.
  • Apple made up 2.22% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #8 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Apple in Q3 2023 and has held it in 12 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.