GBFG
AAPL icon

Gerald Baker Financial Group’s Apple AAPL Stock Holding History

Gerald Baker Financial Group’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 		$6.96M Buy
24,051
+250
+1% +$71.5K 1.98% 13
2026
Q1 		$6.04M Buy
+23,801
New +$6.19M 1.91% 14

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

Gerald Baker Financial Group's AAPL Position: Q2 2026 in Review

Gerald Baker Financial Group increased its Apple (AAPL) stake by 1.1% in Q2 2026, buying an estimated $71.5K and bringing the position to 24,051 shares worth $6.96M. The position accounts for 1.98% of the portfolio, ranked #13.

Gerald Baker Financial Group first reported a position in AAPL in Q1 2026 and has held it in 2 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Gerald Baker Financial Group held 24,051 shares of Apple worth $6.96M as of Q2 2026.
  • Gerald Baker Financial Group bought 250 Apple shares in Q2 2026, an estimated $71.5K.
  • Apple made up 1.98% of Gerald Baker Financial Group's portfolio in Q2 2026, its #13 holding.
  • Gerald Baker Financial Group first reported a position in Apple in Q1 2026 and has held it in 2 quarters since.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Gerald Baker Financial Group's 13F filing for Q2 2026, filed 3 Aug 2026.