GK Wealth Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$2.07M Sell
6,210
-2,520
-29% -$809K 1.16% 18
2026
Q2
$2.53M Sell
8,730
-18,430
-68% -$5.27M 1.33% 16
2026
Q1
$6.7M Buy
27,160
+18,674
+220% +$4.86M 5.83% 6
2025
Q4
$2.31M Buy
8,486
+96
+1% +$25.8K 1.53% 13
2025
Q3
$2.14M Sell
8,390
-614
-7% -$139K 1.56% 13
2025
Q2
$1.85M Sell
9,004
-935
-9% -$189K 1.67% 15
2025
Q1
$2.21M Sell
9,939
-1,149
-10% -$266K 2.52% 8
2024
Q4
$2.78M Buy
+11,088
New +$2.61M 3.51% 6

Other funds holding AAPL

GK Wealth Management's AAPL Position: Q3 2026 in Review

GK Wealth Management reduced its Apple (AAPL) stake by 29% in Q3 2026, selling an estimated $809K and leaving 6,210 shares worth $2.07M. The position accounts for 1.16% of the portfolio, ranked #18.

GK Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.7M in Q1 2026. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • GK Wealth Management held 6,210 shares of Apple worth $2.07M as of Q3 2026.
  • GK Wealth Management sold 2,520 Apple shares in Q3 2026, an estimated $809K.
  • Apple made up 1.16% of GK Wealth Management's portfolio in Q3 2026, its #18 holding.
  • GK Wealth Management first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • GK Wealth Management's Apple position peaked at $6.7M in Q1 2026.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.