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Garton & Associates Financial Advisors’s Apple AAPL Stock Holding History

Garton & Associates Financial 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 		$5.52M Sell
19,062
-986
-5% -$282K 12.47% 1
2026
Q1 		$5.09M Sell
20,048
-680
-3% -$177K 4.16% 3
2025
Q4 		$5.64M Buy
+20,728
New +$5.56M 3.16% 2

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

Garton & Associates Financial Advisors's AAPL Position: Q2 2026 in Review

Garton & Associates Financial Advisors reduced its Apple (AAPL) stake by 4.9% in Q2 2026, selling an estimated $282K and leaving 19,062 shares worth $5.52M. The position accounts for 12.47% of the portfolio, ranked #1.

Garton & Associates Financial Advisors first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.64M in Q4 2025. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Garton & Associates Financial Advisors held 19,062 shares of Apple worth $5.52M as of Q2 2026.
  • Garton & Associates Financial Advisors sold 986 Apple shares in Q2 2026, an estimated $282K.
  • Apple made up 12.47% of Garton & Associates Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • Garton & Associates Financial Advisors first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • Garton & Associates Financial Advisors's Apple position peaked at $5.64M in Q4 2025.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.