Financial Gravity Asset Management’s Apple AAPL Stock Holding History

Financial Gravity Asset 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 Q1	$7.04M	Buy	27,738 +2,129	+8%	+$554K	1.25%	22
2025 Q4	$6.96M	Buy	25,609 +825	+3%	+$221K	1.34%	22
2025 Q3	$6.31M	Buy	+24,784	New	+$5.6M	1.25%	22
2025 Q1	$5.88M	Buy	+26,492	New	+$6.14M	1.28%	20
2024 Q2	$3.58M	Buy	16,991 +3,658	+27%	+$682K	0.89%	25
2024 Q1	$2.57M	Sell	13,333 -6	-0%	-$1.09K	0.72%	31
2023 Q4	$2.57M	Buy	+13,339	New	+$2.46M	0.72%	31
2021 Q3	$803K	Sell	4,856 -4,933	-50%	-$726K	0.38%	46
2021 Q2	$1.46M	Buy	+9,789	New	+$1.27M	0.52%	42
2020 Q4	$731K	Buy	+5,448	New	+$655K	0.67%	32
2019 Q4	$387K	Sell	3,216 -800	-20%	-$51.5K	0.27%	33
2019 Q3	$225K	Sell	4,016 -16	-0.4%	-$837	0.19%	107
2019 Q2	$199K	Sell	4,032 -400	-9%	-$19.5K	0.16%	144
2019 Q1	$212K	Buy	+4,432	New	+$188K	0.17%	129
2018 Q3	$335K	Sell	6,312 -400	-6%	-$20.8K	0.35%	47
2018 Q2	$349K	Sell	6,712 -4,400	-40%	-$200K	0.33%	46
2018 Q1	$491K	Buy	+11,112	New	+$478K	0.5%	32

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Financial Gravity Asset Management's AAPL Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Apple (AAPL) stake by 8.3% in Q1 2026, buying an estimated $554K and bringing the position to 27,738 shares worth $7.04M. The position accounts for 1.25% of the portfolio, ranked #22.

Financial Gravity Asset Management first reported a position in AAPL in Q1 2018 and has held it in 17 quarters since. 6,112 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Financial Gravity Asset Management held 27,738 shares of Apple worth $7.04M as of Q1 2026.
Financial Gravity Asset Management bought 2,129 Apple shares in Q1 2026, an estimated $554K.
Apple made up 1.25% of Financial Gravity Asset Management's portfolio in Q1 2026, its #22 holding.
Financial Gravity Asset Management first reported a position in Apple in Q1 2018 and has held it in 17 quarters since.
6,112 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.