Glassy Mountain Advisors’s Apple AAPL Stock Holding History

Glassy Mountain 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 Q1	$16.1M	Buy	63,330 +138	+0.2%	+$35.9K	4.99%	2
2025 Q4	$17.2M	Sell	63,192 -3,432	-5%	-$921K	5.19%	2
2025 Q3	$17M	Sell	66,624 -263	-0.4%	-$59.4K	5.11%	3
2025 Q2	$13.7M	Sell	66,887 -113	-0.2%	-$22.8K	4.42%	4
2025 Q1	$14.9M	Sell	67,000 -2,245	-3%	-$520K	5.27%	2
2024 Q4	$17.3M	Sell	69,245 -2,279	-3%	-$537K	5.93%	1
2024 Q3	$16.7M	Sell	71,524 -5,357	-7%	-$1.2M	5.85%	2
2024 Q2	$16.2M	Buy	76,881 +1,368	+2%	+$255K	6%	1
2024 Q1	$12.9M	Sell	75,513 -159	-0.2%	-$28.9K	4.87%	4
2023 Q4	$14.6M	Buy	75,672 +658	+0.9%	+$121K	6.01%	2
2023 Q3	$13M	Sell	75,014 -3,879	-5%	-$711K	6.21%	1
2023 Q2	$15.3M	Buy	+78,893	New	+$13.7M	6.82%	1
2023 Q1	–	Sell	-78,474	Closed	-$10.2M	–	17
2022 Q4	$10.2M	Buy	+78,474	New	+$11.2M	5.61%	1
2022 Q2	$10.4M	Sell	75,727 -1,478	-2%	-$224K	6.18%	1
2022 Q1	$13.5M	Buy	77,205 +655	+0.9%	+$110K	6.92%	1
2021 Q4	$13.6M	Buy	+76,550	New	+$12.1M	7.02%	1

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Glassy Mountain Advisors's AAPL Position: Q1 2026 in Review

Glassy Mountain Advisors increased its Apple (AAPL) stake by 0.22% in Q1 2026, buying an estimated $35.9K and bringing the position to 63,330 shares worth $16.1M. The position accounts for 4.99% of the portfolio, ranked #2.

Glassy Mountain Advisors first reported a position in AAPL in Q4 2021 and has held it in 16 quarters since. The position peaked at $17.3M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Glassy Mountain Advisors held 63,330 shares of Apple worth $16.1M as of Q1 2026.
Glassy Mountain Advisors bought 138 Apple shares in Q1 2026, an estimated $35.9K.
Apple made up 4.99% of Glassy Mountain Advisors's portfolio in Q1 2026, its #2 holding.
Glassy Mountain Advisors first reported a position in Apple in Q4 2021 and has held it in 16 quarters since.
Glassy Mountain Advisors's Apple position peaked at $17.3M in Q4 2024.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Glassy Mountain Advisors's 13F filing for Q1 2026, filed 8 May 2026.