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Gentry Private Wealth’s Apple AAPL Stock Holding History

Gentry Private Wealth’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 		$2.3M Buy
7,935
+1,070
+16% +$306K 1.18% 11
2026
Q1 		$1.74M Buy
6,865
+171
+3% +$44.5K 1.05% 15
2025
Q4 		$1.82M Buy
6,694
+635
+10% +$170K 1.15% 12
2025
Q3 		$1.54M Sell
6,059
-93
-2% -$21K 1.07% 15
2025
Q2 		$1.26M Buy
6,152
+3,050
+98% +$616K 0.96% 17
2025
Q1 		$689K Buy
+3,102
New +$719K 0.57% 28
2024
Q4 		– Sell
-3,974
Closed -$926K – 34
2024
Q3 		$926K Sell
3,974
-187
-4% -$41.8K 0.76% 23
2024
Q2 		$876K Buy
+4,161
New +$776K 0.77% 18

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

Gentry Private Wealth's AAPL Position: Q2 2026 in Review

Gentry Private Wealth increased its Apple (AAPL) stake by 16% in Q2 2026, buying an estimated $306K and bringing the position to 7,935 shares worth $2.3M. The position accounts for 1.18% of the portfolio, ranked #11.

Gentry Private Wealth first reported a position in AAPL in Q2 2024 and has held it in 8 quarters since. 6,130 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Gentry Private Wealth held 7,935 shares of Apple worth $2.3M as of Q2 2026.
  • Gentry Private Wealth bought 1,070 Apple shares in Q2 2026, an estimated $306K.
  • Apple made up 1.18% of Gentry Private Wealth's portfolio in Q2 2026, its #11 holding.
  • Gentry Private Wealth first reported a position in Apple in Q2 2024 and has held it in 8 quarters since.
  • 6,130 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Gentry Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.