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Gallagher Capital Advisors’s Apple AAPL Stock Holding History

Gallagher 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 		$8.3M Sell
28,673
-182
-0.6% -$52.1K 4.74% 4
2026
Q1 		$7.32M Sell
28,855
-751
-3% -$195K 4.94% 3
2025
Q4 		$8.05M Sell
29,606
-610
-2% -$164K 5.2% 3
2025
Q3 		$8.03M Buy
30,216
+11,722
+63% +$2.65M 4.62% 5
2025
Q2 		$3.93M Sell
18,494
-12,670
-41% -$2.56M 3.17% 9
2025
Q1 		$6.92M Sell
31,164
-431
-1% -$99.8K 5.27% 3
2024
Q4 		$7.91M Buy
+31,595
New +$7.45M 5.77% 3

Other funds holding AAPL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Gallagher Capital Advisors's AAPL Position: Q2 2026 in Review

Gallagher Capital Advisors reduced its Apple (AAPL) stake by 0.63% in Q2 2026, selling an estimated $52.1K and leaving 28,673 shares worth $8.3M. The position accounts for 4.74% of the portfolio, ranked #4.

Gallagher Capital Advisors first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 3,529 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Gallagher Capital Advisors held 28,673 shares of Apple worth $8.3M as of Q2 2026.
  • Gallagher Capital Advisors sold 182 Apple shares in Q2 2026, an estimated $52.1K.
  • Apple made up 4.74% of Gallagher Capital Advisors's portfolio in Q2 2026, its #4 holding.
  • Gallagher Capital Advisors first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 3,529 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Gallagher Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.