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GLOBALT Investments’s Apple AAPL Stock Holding History

GLOBALT Investments’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 		$36.3M Sell
125,597
-3,204
-2% -$916K 1.23% 16
2026
Q1 		$32.7M Buy
128,801
+7,093
+6% +$1.85M 1.17% 17
2025
Q4 		$33.1M Sell
121,708
-4,065
-3% -$1.09M 1.21% 19
2025
Q3 		$32M Sell
125,773
-4,896
-4% -$1.11M 1.17% 20
2025
Q2 		$26.8M Sell
130,669
-5,231
-4% -$1.06M 1.03% 21
2025
Q1 		$30.2M Sell
135,900
-12,108
-8% -$2.81M 1.23% 18
2024
Q4 		$37.1M Sell
148,008
-1,267
-0.8% -$299K 1.42% 16
2024
Q3 		$34.8M Sell
149,275
-3,062
-2% -$684K 1.3% 17
2024
Q2 		$32.1M Sell
152,337
-2,235
-1% -$417K 1.28% 17
2024
Q1 		$26.5M Sell
154,572
-44,910
-23% -$8.17M 1.06% 18
2023
Q4 		$38.4M Buy
+199,482
New +$36.8M 1.6% 16

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

GLOBALT Investments's AAPL Position: Q2 2026 in Review

GLOBALT Investments reduced its Apple (AAPL) stake by 2.5% in Q2 2026, selling an estimated $916K and leaving 125,597 shares worth $36.3M. The position accounts for 1.23% of the portfolio, ranked #16.

GLOBALT Investments first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $38.4M in Q4 2023. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • GLOBALT Investments held 125,597 shares of Apple worth $36.3M as of Q2 2026.
  • GLOBALT Investments sold 3,204 Apple shares in Q2 2026, an estimated $916K.
  • Apple made up 1.23% of GLOBALT Investments's portfolio in Q2 2026, its #16 holding.
  • GLOBALT Investments first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • GLOBALT Investments's Apple position peaked at $38.4M in Q4 2023.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.