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Glass Jacobson Investment Advisors’s Apple AAPL Stock Holding History

Glass Jacobson Investment Advisors’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 		$3.02M Sell
10,431
-674
-6% -$193K 0.94% 29
2026
Q1 		$2.82M Sell
11,105
-173
-2% -$45K 0.97% 34
2025
Q4 		$3.07M Sell
11,278
-725
-6% -$195K 1.1% 21
2025
Q3 		$3.06M Buy
12,003
+5
+0% +$1.13K 1.11% 22
2025
Q2 		$2.46M Sell
11,998
-9,398
-44% -$1.9M 0.95% 35
2025
Q1 		$5.36M Hold
21,396
– – 1.76% 5
2024
Q4 		$5.36M Buy
21,396
+2,048
+11% +$483K 1.76% 5
2024
Q3 		$4.51M Sell
19,348
-160
-0.8% -$35.7K 1.49% 7
2024
Q2 		$4.11M Buy
19,508
+185
+1% +$34.5K 1.5% 8
2024
Q1 		$3.31M Sell
19,323
-891
-4% -$162K 1.24% 15
2023
Q4 		$3.89M Buy
20,214
+66
+0.3% +$12.2K 1.59% 8
2023
Q3 		$3.45M Buy
20,148
+463
+2% +$84.9K 1.58% 6
2023
Q2 		$3.82M Buy
+19,685
New +$3.43M 1.75% 4
2022
Q4 		$2.74M Buy
+21,087
New +$3.01M 1.36% 13

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

Glass Jacobson Investment Advisors's AAPL Position: Q2 2026 in Review

Glass Jacobson Investment Advisors reduced its Apple (AAPL) stake by 6.1% in Q2 2026, selling an estimated $193K and leaving 10,431 shares worth $3.02M. The position accounts for 0.94% of the portfolio, ranked #29.

Glass Jacobson Investment Advisors first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.36M in Q1 2025. 6,095 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Glass Jacobson Investment Advisors held 10,431 shares of Apple worth $3.02M as of Q2 2026.
  • Glass Jacobson Investment Advisors sold 674 Apple shares in Q2 2026, an estimated $193K.
  • Apple made up 0.94% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #29 holding.
  • Glass Jacobson Investment Advisors first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Glass Jacobson Investment Advisors's Apple position peaked at $5.36M in Q1 2025.
  • 6,095 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.