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Gallagher Fiduciary Advisors’s Apple AAPL Stock Holding History

Gallagher Fiduciary 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 		$5.04M Sell
17,403
-105
-0.6% -$30K 0.17% 45
2026
Q1 		$4.44M Sell
17,508
-223
-1% -$58K 0.17% 30
2025
Q4 		$4.82M Buy
17,731
+43
+0.2% +$11.5K 0.16% 40
2025
Q3 		$4.5M Sell
17,688
-585
-3% -$132K 0.17% 35
2025
Q2 		$3.75M Buy
18,273
+1,118
+7% +$226K 0.15% 33
2025
Q1 		$3.81M Sell
17,155
-4,032
-19% -$934K 0.13% 44
2024
Q4 		$5.31M Buy
21,187
+1,346
+7% +$317K 1.04% 24
2024
Q3 		$4.62M Sell
19,841
-740
-4% -$165K 0.94% 24
2024
Q2 		$4.33M Sell
20,581
-761
-4% -$142K 0.97% 21
2024
Q1 		$3.66M Sell
21,342
-805
-4% -$146K 0.13% 31
2023
Q4 		$4.26M Sell
22,147
-209
-0.9% -$38.6K 0.15% 28
2023
Q3 		$3.83M Buy
22,356
+788
+4% +$145K 0.34% 25
2023
Q2 		$4.18M Sell
21,568
-558
-3% -$97.2K 0.32% 26
2023
Q1 		$3.65M Buy
+22,126
New +$3.26M 0.3% 28

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

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

Gallagher Fiduciary Advisors reduced its Apple (AAPL) stake by 0.6% in Q2 2026, selling an estimated $30K and leaving 17,403 shares worth $5.04M. The position accounts for 0.17% of the portfolio, ranked #45.

Gallagher Fiduciary Advisors first reported a position in AAPL in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.31M in Q4 2024. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Gallagher Fiduciary Advisors held 17,403 shares of Apple worth $5.04M as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 105 Apple shares in Q2 2026, an estimated $30K.
  • Apple made up 0.17% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #45 holding.
  • Gallagher Fiduciary Advisors first reported a position in Apple in Q1 2023 and has held it in 14 quarters since.
  • Gallagher Fiduciary Advisors's Apple position peaked at $5.31M in Q4 2024.
  • 6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.