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Financial Gravity Companies’s Apple AAPL Stock Holding History

Financial Gravity Companies’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 		$7.97M Buy
+27,558
New +$7.88M 1.29% 22
2025
Q2 		$5.97M Buy
+29,122
New +$5.88M 1.17% 22
2024
Q4 		$8.8M Buy
+35,159
New +$8.29M 2.01% 15
2018
Q4 		$275K Buy
+6,604
New +$320K 0.25% 85
2018
Q1 		$491K Buy
11,112
+6,256
+129% +$269K 0.5% 32
2017
Q4 		$203K Buy
+4,856
New +$203K 0.23% 78

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

Financial Gravity Companies's AAPL Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Apple (AAPL) in Q2 2026: 27,558 shares worth $7.97M. The stake represents 1.29% of the portfolio and ranks #22 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in AAPL as recently as Q2 2025.

Financial Gravity Companies first reported a position in AAPL in Q4 2017 and has held it in 6 quarters since. The position peaked at $8.8M in Q4 2024. 6,121 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Financial Gravity Companies held 27,558 shares of Apple worth $7.97M as of Q2 2026.
  • Apple was a new Financial Gravity Companies position in Q2 2026.
  • Apple made up 1.29% of Financial Gravity Companies's portfolio in Q2 2026, its #22 holding.
  • Financial Gravity Companies first reported a position in Apple in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's Apple position peaked at $8.8M in Q4 2024.
  • 6,121 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.