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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
Q2 		$17.9M Sell
61,860
-1,470
-2% -$420K 4.9% 4
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
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

Glassy Mountain Advisors's AAPL Position: Q2 2026 in Review

Glassy Mountain Advisors reduced its Apple (AAPL) stake by 2.3% in Q2 2026, selling an estimated $420K and leaving 61,860 shares worth $17.9M. The position accounts for 4.9% of the portfolio, ranked #4.

Glassy Mountain Advisors first reported a position in AAPL in Q4 2021 and has held it in 17 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Glassy Mountain Advisors held 61,860 shares of Apple worth $17.9M as of Q2 2026.
  • Glassy Mountain Advisors sold 1,470 Apple shares in Q2 2026, an estimated $420K.
  • Apple made up 4.9% of Glassy Mountain Advisors's portfolio in Q2 2026, its #4 holding.
  • Glassy Mountain Advisors first reported a position in Apple in Q4 2021 and has held it in 17 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Glassy Mountain Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.