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Gilliland Jeter Wealth Management’s Apple AAPL Stock Holding History

Gilliland Jeter Wealth Management’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 		$31.5M Sell
109,006
-2,527
-2% -$723K 8.26% 1
2026
Q1 		$28.3M Sell
111,533
-729
-0.6% -$190K 8.39% 1
2025
Q4 		$30.5M Sell
112,262
-1,272
-1% -$341K 9.22% 1
2025
Q3 		$28.9M Sell
113,534
-3,623
-3% -$818K 8.92% 1
2025
Q2 		$24M Sell
117,157
-3,677
-3% -$743K 7.83% 2
2025
Q1 		$26.8M Sell
120,834
-4,475
-4% -$1.04M 9.49% 1
2024
Q4 		$31.4M Sell
125,309
-1,704
-1% -$402K 10.59% 1
2024
Q3 		$29.6M Sell
127,013
-3,831
-3% -$856K 9.56% 1
2024
Q2 		$27.6M Sell
130,844
-6,690
-5% -$1.25M 9.28% 1
2024
Q1 		$23.6M Sell
137,534
-1,342
-1% -$244K 8.21% 1
2023
Q4 		$26.7M Buy
+138,876
New +$25.6M 11.06% 1

Other funds holding AAPL

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Gilliland Jeter Wealth Management's AAPL Position: Q2 2026 in Review

Gilliland Jeter Wealth Management reduced its Apple (AAPL) stake by 2.3% in Q2 2026, selling an estimated $723K and leaving 109,006 shares worth $31.5M. The position accounts for 8.26% of the portfolio, ranked #1.

Gilliland Jeter Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 3,892 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Gilliland Jeter Wealth Management held 109,006 shares of Apple worth $31.5M as of Q2 2026.
  • Gilliland Jeter Wealth Management sold 2,527 Apple shares in Q2 2026, an estimated $723K.
  • Apple made up 8.26% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Gilliland Jeter Wealth Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 3,892 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.