GC Wealth Management RIA’s Apple AAPL Stock Holding History

GC Wealth Management RIA’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	$70.6M	Sell	244,096 -111,187	-31%	-$31.8M	4.07%	3
2026 Q1	$90.2M	Buy	355,283 +7,529	+2%	+$1.96M	3.73%	6
2025 Q4	$94.5M	Sell	347,754 -114,949	-25%	-$30.9M	3.47%	6
2025 Q3	$118M	Buy	462,703 +233,983	+102%	+$52.9M	3.88%	5
2025 Q2	$46.9M	Buy	228,720 +117,785	+106%	+$23.8M	3.84%	5
2025 Q1	$24.6M	Buy	110,935 +1,780	+2%	+$412K	4.52%	2
2024 Q4	$27.3M	Sell	109,155 -7,658	-7%	-$1.8M	4.8%	2
2024 Q3	$27.2M	Buy	116,813 +10,601	+10%	+$2.37M	4.75%	2
2024 Q2	$22.4M	Buy	106,212 +2,287	+2%	+$426K	4.42%	3
2024 Q1	$17.8M	Buy	103,925 +31,409	+43%	+$5.71M	3.57%	3
2023 Q4	$14M	Buy	+72,516	New	+$13.4M	6.29%	1

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

GC Wealth Management RIA's AAPL Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Apple (AAPL) stake by 31% in Q2 2026, selling an estimated $31.8M and leaving 244,096 shares worth $70.6M. The position accounts for 4.07% of the portfolio, ranked #3.

GC Wealth Management RIA first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $118M in Q3 2025. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

GC Wealth Management RIA held 244,096 shares of Apple worth $70.6M as of Q2 2026.
GC Wealth Management RIA sold 111,187 Apple shares in Q2 2026, an estimated $31.8M.
Apple made up 4.07% of GC Wealth Management RIA's portfolio in Q2 2026, its #3 holding.
GC Wealth Management RIA first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
GC Wealth Management RIA's Apple position peaked at $118M in Q3 2025.
6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.