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Global Financial Private Client’s Apple AAPL Stock Holding History

Global Financial Private Client’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 		$16.2M Buy
55,861
+2,052
+4% +$587K 4.38% 2
2026
Q1 		$13.7M Buy
53,809
+2,965
+6% +$772K 4.47% 2
2025
Q4 		$13.8M Sell
50,844
-156
-0.3% -$41.9K 4.84% 2
2025
Q3 		$13M Sell
51,000
-14,783
-22% -$3.34M 4.63% 2
2025
Q2 		$13.5M Sell
65,783
-128
-0.2% -$25.9K 5.06% 1
2025
Q1 		$14.6M Sell
65,911
-5,823
-8% -$1.35M 5.59% 1
2024
Q4 		$18M Buy
71,734
+112
+0.2% +$26.4K 6.74% 1
2024
Q3 		$16.7M Buy
71,622
+1,013
+1% +$226K 6.51% 1
2024
Q2 		$14.9M Sell
70,609
-83
-0.1% -$15.5K 6.22% 1
2024
Q1 		$12M Buy
70,692
+717
+1% +$130K 5.17% 1
2023
Q4 		$13.5M Buy
69,975
+1,564
+2% +$289K 6.31% 1
2023
Q3 		$11.9M Sell
68,411
-176
-0.3% -$32.3K 6.14% 1
2023
Q2 		$13.2M Sell
68,587
-120
-0.2% -$20.9K 6.49% 1
2023
Q1 		$11.4M Sell
68,707
-2,023
-3% -$298K 5.89% 2
2022
Q4 		$9.19M Buy
70,730
+2,356
+3% +$337K 5.14% 2
2022
Q3 		$9.74M Buy
68,374
+866
+1% +$136K 5.61% 1
2022
Q2 		$9.38M Buy
67,508
+18,495
+38% +$2.8M 5.29% 1
2022
Q1 		$8.54M Buy
49,013
+6,676
+16% +$1.12M 4.13% 1
2021
Q4 		$7.52M Buy
42,337
+3,130
+8% +$495K 3.63% 3
2021
Q3 		$5.59M Sell
39,207
-1,506
-4% -$222K 2.88% 9
2021
Q2 		$5.59M Sell
40,713
-1,916
-4% -$248K 3.12% 7
2021
Q1 		$5.24M Buy
42,629
+3,785
+10% +$486K 3.76% 4
2020
Q4 		$5.15M Buy
38,844
+875
+2% +$105K 4.09% 5
2020
Q3 		$4.43M Sell
37,969
-2,755
-7% -$301K 3.85% 5
2020
Q2 		$3.71M Buy
40,724
+640
+2% +$49.6K 3.23% 6
2020
Q1 		$2.41M Buy
40,084
+2,592
+7% +$191K 2.56% 7
2019
Q4 		$2.75M Buy
+37,492
New +$2.41M 2.3% 9

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Global Financial Private Client's AAPL Position: Q2 2026 in Review

Global Financial Private Client increased its Apple (AAPL) stake by 3.8% in Q2 2026, buying an estimated $587K and bringing the position to 55,861 shares worth $16.2M. The position accounts for 4.38% of the portfolio, ranked #2.

Global Financial Private Client first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $18M in Q4 2024. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Global Financial Private Client held 55,861 shares of Apple worth $16.2M as of Q2 2026.
  • Global Financial Private Client bought 2,052 Apple shares in Q2 2026, an estimated $587K.
  • Apple made up 4.38% of Global Financial Private Client's portfolio in Q2 2026, its #2 holding.
  • Global Financial Private Client first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • Global Financial Private Client's Apple position peaked at $18M in Q4 2024.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.