Gradient Capital Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $20.6M | Sell |
71,073
-529
| -0.7% | -$151K | 4.76% | 2 |
|
|
2026
Q1 | $18.2M | Sell |
71,602
-1,164
| -2% | -$303K | 4.71% | 2 |
|
|
2025
Q4 | $19.8M | Sell |
72,766
-764
| -1% | -$205K | 5.1% | 2 |
|
|
2025
Q3 | $18.7M | Sell |
73,530
-437
| -0.6% | -$98.7K | 5.02% | 2 |
|
|
2025
Q2 | $15.2M | Sell |
73,967
-2,380
| -3% | -$481K | 4.48% | 2 |
|
|
2025
Q1 | $17M | Sell |
76,347
-3,209
| -4% | -$743K | 5.53% | 2 |
|
|
2024
Q4 | $19.9M | Sell |
79,556
-1,891
| -2% | -$446K | 6.42% | 2 |
|
|
2024
Q3 | $19M | Sell |
81,447
-3,925
| -5% | -$877K | 6.28% | 2 |
|
|
2024
Q2 | $18M | Sell |
85,372
-3,349
| -4% | -$625K | 6.43% | 2 |
|
|
2024
Q1 | $15.2M | Sell |
88,721
-5,849
| -6% | -$1.06M | 5.59% | 2 |
|
|
2023
Q4 | $18.2M | Sell |
94,570
-4,018
| -4% | -$742K | 6.93% | 2 |
|
|
2023
Q3 | $16.9M | Sell |
98,588
-3,693
| -4% | -$677K | 7.06% | 2 |
|
|
2023
Q2 | $19.8M | Sell |
102,281
-1,095
| -1% | -$191K | 7.96% | 2 |
|
|
2023
Q1 | $17M | Sell |
103,376
-1,308
| -1% | -$193K | 7.25% | 2 |
|
|
2022
Q4 | $13.6M | Sell |
104,684
-1,550
| -1% | -$222K | 6.18% | 2 |
|
|
2022
Q3 | $14.7M | Buy |
106,234
+4,338
| +4% | +$681K | 7.01% | 2 |
|
|
2022
Q2 | $13.9M | Buy |
101,896
+256
| +0.3% | +$38.8K | 6.68% | 2 |
|
|
2022
Q1 | $17.7M | Sell |
101,640
-316
| -0.3% | -$53.1K | 7.52% | 2 |
|
|
2021
Q4 | $18.1M | Buy |
101,956
+107
| +0.1% | +$16.9K | 7.54% | 2 |
|
|
2021
Q3 | $14.4M | Buy |
101,849
+2,352
| +2% | +$346K | 6.61% | 2 |
|
|
2021
Q2 | $13.6M | Buy |
99,497
+884
| +0.9% | +$115K | 6.39% | 2 |
|
|
2021
Q1 | $12M | Buy |
98,613
+333
| +0.3% | +$42.7K | 6.38% | 3 |
|
|
2020
Q4 | $13M | Sell |
98,280
-6,333
| -6% | -$762K | 7.44% | 2 |
|
|
2020
Q3 | $12.1M | Buy |
104,613
+3,953
| +4% | +$431K | 7.56% | 2 |
|
|
2020
Q2 | $9.18M | Buy |
100,660
+152
| +0.2% | +$11.8K | 6.21% | 2 |
|
|
2020
Q1 | $6.39M | Sell |
100,508
-924
| -0.9% | -$68K | 5.16% | 3 |
|
|
2019
Q4 | $7.45M | Buy |
101,432
+5,764
| +6% | +$371K | 5.18% | 4 |
|
|
2019
Q3 | $5.36M | Sell |
95,668
-9,368
| -9% | -$490K | 4% | 5 |
|
|
2019
Q2 | $5.2M | Buy |
105,036
+2,676
| +3% | +$130K | 3.99% | 6 |
|
|
2019
Q1 | $4.86M | Buy |
102,360
+1,208
| +1% | +$51.2K | 3.88% | 7 |
|
|
2018
Q4 | $3.99M | Buy |
101,152
+276
| +0.3% | +$13.4K | 3.45% | 7 |
|
|
2018
Q3 | $5.69M | Buy |
100,876
+1,552
| +2% | +$80.8K | 4.8% | 6 |
|
|
2018
Q2 | $4.6M | Buy |
99,324
+4,956
| +5% | +$225K | 4.27% | 5 |
|
|
2018
Q1 | $3.96M | Buy |
94,368
+1,372
| +1% | +$59.1K | 3.95% | 6 |
|
|
2017
Q4 | $3.94M | Buy |
+92,996
| New | +$3.89M | 4.03% | 5 |
|
Other funds holding AAPL
Gradient Capital Advisors's AAPL Position: Q2 2026 in Review
Gradient Capital Advisors reduced its Apple (AAPL) stake by 0.74% in Q2 2026, selling an estimated $151K and leaving 71,073 shares worth $20.6M. The position accounts for 4.76% of the portfolio, ranked #2.
Gradient Capital Advisors first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Gradient Capital Advisors held 71,073 shares of Apple worth $20.6M as of Q2 2026.
- Gradient Capital Advisors sold 529 Apple shares in Q2 2026, an estimated $151K.
- Apple made up 4.76% of Gradient Capital Advisors's portfolio in Q2 2026, its #2 holding.
- Gradient Capital Advisors first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
- 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.