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Gimbal Financial’s Apple AAPL Stock Holding History

Gimbal Financial’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 		$1.05M Buy
+3,614
New +$1.03M 0.64% 12
2025
Q3 		$1.12M Buy
4,400
+505
+13% +$114K 0.67% 15
2025
Q2 		$799K Sell
3,895
-252
-6% -$50.9K 0.49% 16
2025
Q1 		$921K Sell
4,147
-288
-6% -$66.7K 0.83% 12
2024
Q4 		$1.11M Sell
4,435
-23
-0.5% -$5.42K 0.91% 15
2024
Q3 		$1.03M Sell
4,458
-29
-0.6% -$6.48K 0.67% 17
2024
Q2 		$1.02M Buy
4,487
+785
+21% +$146K 0.75% 16
2024
Q1 		$635K Sell
3,702
-1,390
-27% -$253K 0.52% 19
2023
Q4 		$980K Buy
+5,092
New +$940K 0.98% 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

Gimbal Financial's AAPL Position: Q2 2026 in Review

Gimbal Financial opened a new position in Apple (AAPL) in Q2 2026: 3,614 shares worth $1.05M. The stake represents 0.64% of the portfolio and ranks #12 among its holdings. This is a return to the name: Gimbal Financial previously reported a position in AAPL as recently as Q3 2025.

Gimbal Financial first reported a position in AAPL in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.12M in Q3 2025. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Gimbal Financial held 3,614 shares of Apple worth $1.05M as of Q2 2026.
  • Apple was a new Gimbal Financial position in Q2 2026.
  • Apple made up 0.64% of Gimbal Financial's portfolio in Q2 2026, its #12 holding.
  • Gimbal Financial first reported a position in Apple in Q4 2023 and has held it in 9 quarters since.
  • Gimbal Financial's Apple position peaked at $1.12M in Q3 2025.
  • 6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Gimbal Financial's 13F filing for Q2 2026, filed 4 Aug 2026.