Garrett Wealth Advisory Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18M | Sell |
62,176
-369
| -0.6% | -$106K | 2.77% | 11 |
|
|
2026
Q1 | $15.9M | Buy |
62,545
+9,543
| +18% | +$2.48M | 2.82% | 10 |
|
|
2025
Q4 | $14.4M | Buy |
53,002
+1,462
| +3% | +$392K | 2.72% | 10 |
|
|
2025
Q3 | $13.1M | Buy |
51,540
+3,061
| +6% | +$691K | 2.56% | 11 |
|
|
2025
Q2 | $9.95M | Sell |
48,479
-69
| -0.1% | -$13.9K | 2.1% | 13 |
|
|
2025
Q1 | $10.8M | Sell |
48,548
-350
| -0.7% | -$81.1K | 2.41% | 11 |
|
|
2024
Q4 | $12.2M | Buy |
48,898
+48
| +0.1% | +$11.3K | 2.79% | 10 |
|
|
2024
Q3 | $11.4M | Buy |
48,850
+9,875
| +25% | +$2.21M | 2.81% | 10 |
|
|
2024
Q2 | $8.21M | Buy |
38,975
+9,411
| +32% | +$1.76M | 3.01% | 11 |
|
|
2024
Q1 | $5.07M | Sell |
29,564
-117
| -0.4% | -$21.3K | 2.08% | 14 |
|
|
2023
Q4 | $5.71M | Buy |
29,681
+11
| +0% | +$2.03K | 2.38% | 15 |
|
|
2023
Q3 | $5.08M | Buy |
29,670
+296
| +1% | +$54.3K | 2.31% | 14 |
|
|
2023
Q2 | $5.7M | Buy |
29,374
+1,471
| +5% | +$256K | 2.53% | 14 |
|
|
2023
Q1 | $4.6M | Buy |
27,903
+33
| +0.1% | +$4.87K | 2.24% | 13 |
|
|
2022
Q4 | $3.62M | Sell |
27,870
-468
| -2% | -$66.9K | 1.86% | 14 |
|
|
2022
Q3 | $3.92M | Sell |
28,338
-274
| -1% | -$43K | 2.19% | 13 |
|
|
2022
Q2 | $3.91M | Sell |
28,612
-25
| -0.1% | -$3.79K | 2.13% | 14 |
|
|
2022
Q1 | $5M | Sell |
28,637
-840
| -3% | -$141K | 2.57% | 13 |
|
|
2021
Q4 | $5.23M | Sell |
29,477
-55
| -0.2% | -$8.69K | 2.54% | 12 |
|
|
2021
Q3 | $4.18M | Sell |
29,532
-691
| -2% | -$102K | 2.67% | 9 |
|
|
2021
Q2 | $4.14M | Sell |
30,223
-1,009
| -3% | -$131K | 2.71% | 9 |
|
|
2021
Q1 | $3.81M | Buy |
31,232
+722
| +2% | +$92.7K | 2.7% | 9 |
|
|
2020
Q4 | $4.05M | Sell |
30,510
-223
| -0.7% | -$26.8K | 3.04% | 9 |
|
|
2020
Q3 | $3.56M | Sell |
30,733
-1,631
| -5% | -$178K | 2.81% | 8 |
|
|
2020
Q2 | $2.95M | Sell |
32,364
-256
| -0.8% | -$19.8K | 2.36% | 10 |
|
|
2020
Q1 | $2.07M | Sell |
32,620
-1,088
| -3% | -$80K | 1.96% | 9 |
|
|
2019
Q4 | $2.47M | Sell |
33,708
-328
| -1% | -$21.1K | 1.83% | 11 |
|
|
2019
Q3 | $1.91M | Sell |
34,036
-60
| -0.2% | -$3.14K | 1.33% | 11 |
|
|
2019
Q2 | $1.69M | Buy |
34,096
+728
| +2% | +$35.5K | 1.34% | 11 |
|
|
2019
Q1 | $1.58M | Sell |
33,368
-148
| -0.4% | -$6.28K | 1.3% | 11 |
|
|
2018
Q4 | $1.32M | Buy |
+33,516
| New | +$1.62M | 1.2% | 11 |
|
Other funds holding AAPL
Garrett Wealth Advisory Group's AAPL Position: Q2 2026 in Review
Garrett Wealth Advisory Group reduced its Apple (AAPL) stake by 0.59% in Q2 2026, selling an estimated $106K and leaving 62,176 shares worth $18M. The position accounts for 2.77% of the portfolio, ranked #11.
Garrett Wealth Advisory Group first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Garrett Wealth Advisory Group held 62,176 shares of Apple worth $18M as of Q2 2026.
- Garrett Wealth Advisory Group sold 369 Apple shares in Q2 2026, an estimated $106K.
- Apple made up 2.77% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #11 holding.
- Garrett Wealth Advisory Group first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
- 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.