GCWM
AAPL icon

Graham Capital Wealth Management’s Apple AAPL Stock Holding History

Graham Capital Wealth Management’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
Q1 		$967K Buy
3,811
+101
+3% +$26.3K 0.86% 32
2025
Q4 		$1.01M Buy
3,710
+6
+0.2% +$1.61K 0.93% 31
2025
Q3 		$943K Sell
3,704
-14
-0.4% -$3.16K 0.96% 34
2025
Q2 		$763K Buy
3,718
+407
+12% +$82.2K 0.85% 31
2025
Q1 		$735K Buy
3,311
+161
+5% +$37.3K 0.79% 32
2024
Q4 		$789K Hold
3,150
– – 0.68% 37
2024
Q3 		$734K Buy
3,150
+164
+5% +$36.6K 0.75% 27
2024
Q2 		$629K Buy
2,986
+133
+5% +$24.8K 0.85% 23
2024
Q1 		$489K Buy
2,853
+34
+1% +$6.18K 0.83% 22
2023
Q4 		$543K Sell
2,819
-3,828
-58% -$707K 1.43% 13
2023
Q3 		$1.29M Hold
6,647
– – 3.04% 12
2023
Q2 		$1.29M Sell
6,647
-100
-1% -$17.4K 3.04% 12
2023
Q1 		$11.1M Buy
6,747
+13
+0.2% +$1.92K 1.61% 16
2022
Q4 		$875K Sell
6,734
-69
-1% -$9.86K 1.56% 22
2022
Q3 		$940K Buy
6,803
+120
+2% +$18.8K 1.13% 31
2022
Q2 		$914K Hold
6,683
– – 0.8% 47
2022
Q1 		$1.17M Sell
6,683
-34
-0.5% -$5.72K 1.04% 40
2021
Q4 		$1.19M Buy
+6,717
New +$1.06M 0.97% 44

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Graham Capital Wealth Management's AAPL Position: Q1 2026 in Review

Graham Capital Wealth Management increased its Apple (AAPL) stake by 2.7% in Q1 2026, buying an estimated $26.3K and bringing the position to 3,811 shares worth $967K. The position accounts for 0.86% of the portfolio, ranked #32.

Graham Capital Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.1M in Q1 2023. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Graham Capital Wealth Management held 3,811 shares of Apple worth $967K as of Q1 2026.
  • Graham Capital Wealth Management bought 101 Apple shares in Q1 2026, an estimated $26.3K.
  • Apple made up 0.86% of Graham Capital Wealth Management's portfolio in Q1 2026, its #32 holding.
  • Graham Capital Wealth Management first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Graham Capital Wealth Management's Apple position peaked at $11.1M in Q1 2023.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Graham Capital Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.