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Gateway Wealth Partners’s Apple AAPL Stock Holding History

Gateway Wealth Partners’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 		$36.9M Sell
127,474
-87,502
-41% -$25M 2.21% 2
2026
Q1 		$54.6M Buy
214,976
+130,820
+155% +$34M 2.13% 2
2025
Q4 		$22.9M Buy
84,156
+18,888
+29% +$5.07M 2.55% 1
2025
Q3 		$16.6M Buy
65,268
+28,503
+78% +$6.44M 2.24% 3
2025
Q2 		$7.54M Buy
36,765
+1,104
+3% +$223K 1.43% 9
2025
Q1 		$7.92M Buy
35,661
+681
+2% +$158K 1.78% 6
2024
Q4 		$8.76M Buy
34,980
+1,687
+5% +$398K 2.27% 5
2024
Q3 		$7.76M Sell
33,293
-2,260
-6% -$505K 2.14% 6
2024
Q2 		$7.49M Buy
35,553
+9,536
+37% +$1.78M 2.26% 6
2024
Q1 		$4.46M Sell
26,017
-698
-3% -$127K 1.6% 12
2023
Q4 		$5.14M Sell
26,715
-10,680
-29% -$1.97M 2.07% 9
2023
Q3 		$6.4M Buy
37,395
+144
+0.4% +$26.4K 1.15% 17
2023
Q2 		$7.23M Sell
37,251
-140,788
-79% -$24.5M 1.29% 15
2023
Q1 		$29.4M Buy
178,039
+657
+0.4% +$96.9K 4.52% 5
2022
Q4 		$23M Buy
+177,382
New +$25.3M 3.96% 6

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

Gateway Wealth Partners's AAPL Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Apple (AAPL) stake by 41% in Q2 2026, selling an estimated $25M and leaving 127,474 shares worth $36.9M. The position accounts for 2.21% of the portfolio, ranked #2.

Gateway Wealth Partners first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $54.6M in Q1 2026. 6,121 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Gateway Wealth Partners held 127,474 shares of Apple worth $36.9M as of Q2 2026.
  • Gateway Wealth Partners sold 87,502 Apple shares in Q2 2026, an estimated $25M.
  • Apple made up 2.21% of Gateway Wealth Partners's portfolio in Q2 2026, its #2 holding.
  • Gateway Wealth Partners first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Gateway Wealth Partners's Apple position peaked at $54.6M in Q1 2026.
  • 6,121 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.