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Colton Groome Financial Advisors’s Apple AAPL Stock Holding History

Colton Groome Financial 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 		$9.53M Buy
32,923
+3,918
+14% +$1.12M 2.3% 8
2026
Q1 		$7.36M Buy
29,005
+401
+1% +$104K 2.1% 10
2025
Q4 		$7.78M Buy
28,604
+1,456
+5% +$391K 2.23% 8
2025
Q3 		$6.91M Buy
27,148
+494
+2% +$112K 2.12% 11
2025
Q2 		$5.47M Buy
26,654
+474
+2% +$95.7K 1.85% 12
2025
Q1 		$5.56M Sell
26,180
-1,161
-4% -$269K 2.16% 11
2024
Q4 		$6.85M Sell
27,341
-3,033
-10% -$715K 2.62% 6
2024
Q3 		$7.08M Sell
30,374
-135
-0.4% -$30.1K 2.65% 7
2024
Q2 		$6.43M Buy
30,509
+333
+1% +$62.1K 2.53% 8
2024
Q1 		$5.17M Buy
30,176
+758
+3% +$138K 2.08% 9
2023
Q4 		$5.66M Buy
29,418
+4,836
+20% +$893K 2.47% 7
2023
Q3 		$4.21M Buy
24,582
+1,537
+7% +$282K 2.11% 11
2023
Q2 		$4.47M Buy
23,045
+3,271
+17% +$570K 2.1% 12
2023
Q1 		$3.26M Buy
19,774
+2,801
+17% +$413K 1.56% 17
2022
Q4 		$2.21M Buy
16,973
+6,284
+59% +$898K 1.08% 27
2022
Q3 		$1.48M Buy
10,689
+1,964
+23% +$308K 0.75% 37
2022
Q2 		$1.19M Buy
8,725
+1,634
+23% +$247K 0.6% 33
2022
Q1 		$1.24M Sell
7,091
-16,283
-70% -$2.74M 0.57% 37
2021
Q4 		$4.15M Sell
23,374
-619
-3% -$97.8K 1.69% 18
2021
Q3 		$3.4M Sell
23,993
-50
-0.2% -$7.36K 1.48% 19
2021
Q2 		$3.29M Buy
24,043
+22,065
+1,116% +$2.86M 1.51% 19
2021
Q1 		$242K Buy
1,978
+150
+8% +$19.3K 0.14% 63
2020
Q4 		$243K Buy
+1,828
New +$220K 0.16% 56

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Colton Groome Financial Advisors's AAPL Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its Apple (AAPL) stake by 14% in Q2 2026, buying an estimated $1.12M and bringing the position to 32,923 shares worth $9.53M. The position accounts for 2.3% of the portfolio, ranked #8.

Colton Groome Financial Advisors first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 1,719 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Colton Groome Financial Advisors held 32,923 shares of Apple worth $9.53M as of Q2 2026.
  • Colton Groome Financial Advisors bought 3,918 Apple shares in Q2 2026, an estimated $1.12M.
  • Apple made up 2.3% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #8 holding.
  • Colton Groome Financial Advisors first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 1,719 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.