Gladstone Institutional Advisory’s Apple AAPL Stock Holding History

Gladstone Institutional Advisory’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	$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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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. 3,106 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.
3,106 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.