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Gleason Group’s Apple AAPL Stock Holding History

Gleason Group’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 		$1.26M Buy
4,356
+615
+16% +$176K 0.11% 43
2026
Q1 		$949K Buy
3,741
+4
+0.1% +$1.04K 0.09% 46
2025
Q4 		$1.02M Sell
3,737
-201
-5% -$54K 0.1% 46
2025
Q3 		$1M Sell
3,938
-349
-8% -$78.8K 0.1% 42
2025
Q2 		$880K Buy
4,287
+1,230
+40% +$248K 0.1% 45
2025
Q1 		$679K Buy
3,057
+3
+0.1% +$695 0.12% 46
2024
Q4 		$765K Sell
3,054
-776
-20% -$183K 0.13% 42
2024
Q3 		$893K Sell
3,830
-10
-0.3% -$2.23K 0.16% 39
2024
Q2 		$809K Sell
3,840
-135
-3% -$25.2K 0.16% 40
2024
Q1 		$682K Sell
3,975
-838
-17% -$152K 0.14% 44
2023
Q4 		$927K Sell
4,813
-574
-11% -$106K 0.21% 37
2023
Q3 		$922K Sell
5,387
-141
-3% -$25.9K 0.24% 33
2023
Q2 		$1.07M Buy
5,528
+875
+19% +$152K 0.28% 33
2023
Q1 		$767K Buy
4,653
+167
+4% +$24.6K 0.22% 42
2022
Q4 		$583K Buy
4,486
+8
+0.2% +$1.14K 0.18% 47
2022
Q3 		$619K Buy
4,478
+255
+6% +$40K 0.21% 39
2022
Q2 		$577K Sell
4,223
-38
-0.9% -$5.75K 0.2% 42
2022
Q1 		$744K Sell
4,261
-722
-14% -$121K 0.22% 36
2021
Q4 		$885K Buy
4,983
+573
+13% +$90.6K 0.29% 30
2021
Q3 		$624K Buy
4,410
+6
+0.1% +$883 0.23% 41
2021
Q2 		$603K Buy
4,404
+8
+0.2% +$1.04K 0.22% 40
2021
Q1 		$537K Buy
4,396
+7
+0.2% +$899 0.21% 42
2020
Q4 		$582K Buy
4,389
+766
+21% +$92.1K 0.28% 38
2020
Q3 		$420K Buy
3,623
+143
+4% +$15.6K 0.24% 45
2020
Q2 		$317K Buy
3,480
+8
+0.2% +$620 0.2% 48
2020
Q1 		$221K Buy
3,472
+552
+19% +$40.6K 0.18% 50
2019
Q4 		$214K Buy
+2,920
New +$188K 0.13% 58

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

Gleason Group's AAPL Position: Q2 2026 in Review

Gleason Group increased its Apple (AAPL) stake by 16% in Q2 2026, buying an estimated $176K and bringing the position to 4,356 shares worth $1.26M. The position accounts for 0.11% of the portfolio, ranked #43.

Gleason Group first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Gleason Group held 4,356 shares of Apple worth $1.26M as of Q2 2026.
  • Gleason Group bought 615 Apple shares in Q2 2026, an estimated $176K.
  • Apple made up 0.11% of Gleason Group's portfolio in Q2 2026, its #43 holding.
  • Gleason Group first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.