Gladstone Institutional Advisory’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $82.1M | Buy |
283,794
+6,955
| +3% | +$1.99M | 2.6% | 3 |
|
|
2026
Q1 | $70.3M | Buy |
276,839
+4,180
| +2% | +$1.09M | 2.6% | 2 |
|
|
2025
Q4 | $74.1M | Buy |
272,659
+1,810
| +0.7% | +$486K | 2.8% | 2 |
|
|
2025
Q3 | $69M | Sell |
270,849
-2,929
| -1% | -$662K | 2.66% | 2 |
|
|
2025
Q2 | $56.2M | Buy |
273,778
+8,302
| +3% | +$1.68M | 2.32% | 2 |
|
|
2025
Q1 | $59M | Buy |
265,476
+14,910
| +6% | +$3.45M | 2.75% | 1 |
|
|
2024
Q4 | $62.7M | Buy |
250,566
+11,661
| +5% | +$2.75M | 2.91% | 1 |
|
|
2024
Q3 | $55.7M | Buy |
238,905
+23,344
| +11% | +$5.21M | 2.72% | 1 |
|
|
2024
Q2 | $45.4M | Buy |
215,561
+2,910
| +1% | +$543K | 2.36% | 3 |
|
|
2024
Q1 | $36.5M | Sell |
212,651
-39,568
| -16% | -$7.19M | 2% | 6 |
|
|
2023
Q4 | $48.6M | Buy |
252,219
+20,203
| +9% | +$3.73M | 2.72% | 2 |
|
|
2023
Q3 | $39.7M | Sell |
232,016
-1,636
| -0.7% | -$300K | 2.57% | 2 |
|
|
2023
Q2 | $45.3M | Sell |
233,652
-3,000
| -1% | -$523K | 2.76% | 2 |
|
|
2023
Q1 | $39M | Buy |
236,652
+2,249
| +1% | +$332K | 2.53% | 2 |
|
|
2022
Q4 | $30.5M | Sell |
234,403
-23,767
| -9% | -$3.4M | 2.15% | 5 |
|
|
2022
Q3 | $35.7M | Sell |
258,170
-452
| -0.2% | -$70.9K | 2.79% | 2 |
|
|
2022
Q2 | $35.4M | Sell |
258,622
-8,220
| -3% | -$1.24M | 2.8% | 2 |
|
|
2022
Q1 | $46.6M | Buy |
266,842
+41,719
| +19% | +$7.02M | 3.15% | 1 |
|
|
2021
Q4 | $40M | Buy |
225,123
+21,254
| +10% | +$3.36M | 3.1% | 1 |
|
|
2021
Q3 | $28.8M | Buy |
203,869
+40,133
| +25% | +$5.91M | 2.82% | 1 |
|
|
2021
Q2 | $22.4M | Buy |
163,736
+31,814
| +24% | +$4.12M | 2.66% | 1 |
|
|
2021
Q1 | $16.1M | Buy |
131,922
+43,135
| +49% | +$5.54M | 2.5% | 3 |
|
|
2020
Q4 | $11.8M | Buy |
88,787
+4,918
| +6% | +$592K | 2.35% | 6 |
|
|
2020
Q3 | $9.71M | Buy |
83,869
+753
| +0.9% | +$82.2K | 2.32% | 10 |
|
|
2020
Q2 | $7.58M | Sell |
83,116
-4,560
| -5% | -$353K | 1.93% | 13 |
|
|
2020
Q1 | $5.57M | Buy |
87,676
+17,888
| +26% | +$1.32M | 1.44% | 16 |
|
|
2019
Q4 | $5.12M | Buy |
69,788
+1,428
| +2% | +$91.9K | 1.26% | 20 |
|
|
2019
Q3 | $3.83M | Buy |
68,360
+10,828
| +19% | +$566K | 0.97% | 27 |
|
|
2019
Q2 | $2.85M | Sell |
57,532
-1,444
| -2% | -$70.4K | 0.87% | 27 |
|
|
2019
Q1 | $2.8M | Buy |
58,976
+2,844
| +5% | +$121K | 1.03% | 25 |
|
|
2018
Q4 | $2.21M | Buy |
+56,132
| New | +$2.72M | 1.29% | 17 |
|
Other funds holding AAPL
Gladstone Institutional Advisory's AAPL Position: Q2 2026 in Review
Gladstone Institutional Advisory increased its Apple (AAPL) stake by 2.5% in Q2 2026, buying an estimated $1.99M and bringing the position to 283,794 shares worth $82.1M. The position accounts for 2.6% of the portfolio, ranked #3.
Gladstone Institutional Advisory first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Gladstone Institutional Advisory held 283,794 shares of Apple worth $82.1M as of Q2 2026.
- Gladstone Institutional Advisory bought 6,955 Apple shares in Q2 2026, an estimated $1.99M.
- Apple made up 2.6% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #3 holding.
- Gladstone Institutional Advisory first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
- 6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.