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Glass Wealth Management’s Apple AAPL Stock Holding History

Glass Wealth Management’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 		$13.8M Buy
47,622
+3,218
+7% +$920K 4.62% 5
2026
Q1 		$11.3M Buy
44,404
+1,647
+4% +$429K 4.37% 5
2025
Q4 		$11.6M Sell
42,757
-2,257
-5% -$606K 4.77% 4
2025
Q3 		$11.5M Buy
45,014
+55
+0.1% +$12.4K 5.11% 3
2025
Q2 		$9.22M Sell
44,959
-1,872
-4% -$378K 4.91% 3
2025
Q1 		$10.4M Buy
46,831
+405
+0.9% +$93.8K 6.24% 3
2024
Q4 		$11.6M Buy
46,426
+4,457
+11% +$1.05M 6.32% 3
2024
Q3 		$9.78M Buy
41,969
+7,697
+22% +$1.72M 5.4% 3
2024
Q2 		$7.22M Buy
34,272
+12
+0% +$2.24K 4.22% 4
2024
Q1 		$5.87M Buy
+34,260
New +$6.23M 3.58% 4

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 Wealth Management's AAPL Position: Q2 2026 in Review

Glass Wealth Management increased its Apple (AAPL) stake by 7.2% in Q2 2026, buying an estimated $920K and bringing the position to 47,622 shares worth $13.8M. The position accounts for 4.62% of the portfolio, ranked #5.

Glass Wealth Management first reported a position in AAPL in Q1 2024 and has held it in 10 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Glass Wealth Management held 47,622 shares of Apple worth $13.8M as of Q2 2026.
  • Glass Wealth Management bought 3,218 Apple shares in Q2 2026, an estimated $920K.
  • Apple made up 4.62% of Glass Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Glass Wealth Management first reported a position in Apple in Q1 2024 and has held it in 10 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Glass Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.