Gradient Investments’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 | $145M | Buy |
502,015
+8,747
| +2% | +$2.5M | 2% | 4 |
|
|
2026
Q1 | $125M | Sell |
493,268
-13,412
| -3% | -$3.49M | 1.94% | 6 |
|
|
2025
Q4 | $138M | Buy |
506,680
+24,728
| +5% | +$6.64M | 2.19% | 5 |
|
|
2025
Q3 | $123M | Buy |
481,952
+16,687
| +4% | +$3.77M | 2.05% | 5 |
|
|
2025
Q2 | $95.5M | Buy |
465,265
+24,931
| +6% | +$5.03M | 1.75% | 6 |
|
|
2025
Q1 | $97.8M | Buy |
440,334
+54,737
| +14% | +$12.7M | 1.97% | 5 |
|
|
2024
Q4 | $96.6M | Sell |
385,597
-9,209
| -2% | -$2.17M | 1.96% | 11 |
|
|
2024
Q3 | $92M | Sell |
394,806
-353
| -0.1% | -$78.8K | 1.92% | 7 |
|
|
2024
Q2 | $83.2M | Buy |
395,159
+27,317
| +7% | +$5.09M | 1.87% | 7 |
|
|
2024
Q1 | $63.1M | Sell |
367,842
-47,126
| -11% | -$8.57M | 1.46% | 15 |
|
|
2023
Q4 | $79.9M | Buy |
414,968
+9,756
| +2% | +$1.8M | 1.93% | 8 |
|
|
2023
Q3 | $69.4M | Buy |
405,212
+17,712
| +5% | +$3.25M | 1.83% | 9 |
|
|
2023
Q2 | $75.2M | Buy |
387,500
+20,585
| +6% | +$3.59M | 1.94% | 8 |
|
|
2023
Q1 | $60.5M | Buy |
366,915
+30,706
| +9% | +$4.53M | 1.65% | 10 |
|
|
2022
Q4 | $43.7M | Sell |
336,209
-2,505
| -0.7% | -$358K | 1.38% | 15 |
|
|
2022
Q3 | $46.8M | Sell |
338,714
-16,016
| -5% | -$2.51M | 1.43% | 13 |
|
|
2022
Q2 | $48.5M | Sell |
354,730
-12,339
| -3% | -$1.87M | 1.42% | 13 |
|
|
2022
Q1 | $64.1M | Sell |
367,069
-36,300
| -9% | -$6.1M | 1.65% | 10 |
|
|
2021
Q4 | $71.6M | Buy |
403,369
+3,816
| +1% | +$603K | 1.82% | 10 |
|
|
2021
Q3 | $56.5M | Buy |
399,553
+28,555
| +8% | +$4.2M | 1.58% | 11 |
|
|
2021
Q2 | $50.8M | Buy |
370,998
+24,271
| +7% | +$3.14M | 1.49% | 13 |
|
|
2021
Q1 | $42.4M | Buy |
346,727
+122,558
| +55% | +$15.7M | 1.38% | 14 |
|
|
2020
Q4 | $26M | Sell |
224,169
-980
| -0.4% | -$118K | 1.1% | 18 |
|
|
2020
Q3 | $26.1M | Buy |
225,149
+3,477
| +2% | +$379K | 1.1% | 18 |
|
|
2020
Q2 | $20.2M | Buy |
221,672
+8,008
| +4% | +$621K | 0.92% | 22 |
|
|
2020
Q1 | $13.6M | Sell |
213,664
-90,724
| -30% | -$6.67M | 0.73% | 21 |
|
|
2019
Q4 | $22.3M | Sell |
304,388
-53,592
| -15% | -$3.45M | 1% | 20 |
|
|
2019
Q3 | $20M | Buy |
357,980
+7,708
| +2% | +$403K | 0.98% | 21 |
|
|
2019
Q2 | $17.3M | Buy |
350,272
+89,596
| +34% | +$4.37M | 0.89% | 22 |
|
|
2019
Q1 | $12.4M | Sell |
260,676
-16,688
| -6% | -$708K | 0.8% | 23 |
|
|
2018
Q4 | $10.9M | Sell |
277,364
-13,412
| -5% | -$650K | 0.66% | 17 |
|
|
2018
Q3 | $16.4M | Buy |
290,776
+21,280
| +8% | +$1.11M | 0.84% | 16 |
|
|
2018
Q2 | $12.5M | Buy |
269,496
+6,292
| +2% | +$285K | 0.67% | 18 |
|
|
2018
Q1 | $11M | Buy |
263,204
+203,532
| +341% | +$8.76M | 0.6% | 21 |
|
|
2017
Q4 | $2.52M | Sell |
59,672
-2,844
| -5% | -$119K | 0.15% | 90 |
|
|
2017
Q3 | $2.41M | Buy |
62,516
+3,388
| +6% | +$131K | 0.15% | 86 |
|
|
2017
Q2 | $2.13M | Buy |
59,128
+4,488
| +8% | +$166K | 0.15% | 89 |
|
|
2017
Q1 | $1.96M | Sell |
54,640
-198,688
| -78% | -$6.54M | 0.15% | 91 |
|
|
2016
Q4 | $7.33M | Buy |
253,328
+664
| +0.3% | +$18.8K | 0.64% | 27 |
|
|
2016
Q3 | $7.14M | Buy |
252,664
+10,204
| +4% | +$270K | 0.7% | 23 |
|
|
2016
Q2 | $5.79M | Buy |
242,460
+29,800
| +14% | +$741K | 0.63% | 25 |
|
|
2016
Q1 | $5.79M | Buy |
212,660
+149,936
| +239% | +$3.74M | 0.72% | 22 |
|
|
2015
Q4 | $1.65M | Buy |
62,724
+192
| +0.3% | +$5.49K | 0.22% | 93 |
|
|
2015
Q3 | $1.72M | Buy |
62,532
+28,988
| +86% | +$850K | 0.24% | 92 |
|
|
2015
Q2 | $1.05M | Buy |
33,544
+4,328
| +15% | +$138K | 0.14% | 107 |
|
|
2015
Q1 | $909K | Sell |
29,216
-18,440
| -39% | -$557K | 0.14% | 111 |
|
|
2014
Q4 | $1.31M | Sell |
47,656
-1,144
| -2% | -$31.1K | 0.22% | 101 |
|
|
2014
Q3 | $1.23M | Buy |
48,800
+412
| +0.9% | +$10.1K | 0.22% | 98 |
|
|
2014
Q2 | $1.12M | Buy |
48,388
+5,268
| +12% | +$112K | 0.22% | 91 |
|
|
2014
Q1 | $827K | Buy |
43,120
+7,112
| +20% | +$135K | 0.19% | 91 |
|
|
2013
Q4 | $721K | Buy |
36,008
+8,176
| +29% | +$154K | 0.19% | 90 |
|
|
2013
Q3 | $474K | Buy |
27,832
+19,124
| +220% | +$317K | 0.15% | 97 |
|
|
2013
Q2 | $123K | Buy |
+8,708
| New | +$134K | 0.05% | 123 |
|
Other funds holding AAPL
CRM
CNB
II
Gradient Investments's AAPL Position: Q2 2026 in Review
Gradient Investments increased its Apple (AAPL) stake by 1.8% in Q2 2026, buying an estimated $2.5M and bringing the position to 502,015 shares worth $145M. The position accounts for 2% of the portfolio, ranked #4.
Gradient Investments first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 1,719 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Gradient Investments held 502,015 shares of Apple worth $145M as of Q2 2026.
- Gradient Investments bought 8,747 Apple shares in Q2 2026, an estimated $2.5M.
- Apple made up 2% of Gradient Investments's portfolio in Q2 2026, its #4 holding.
- Gradient Investments first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
- 1,719 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.