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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
Q2 		$1.05M Sell
3,619
-192
-5% -$54.9K 0.81% 34
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 		$1.11M 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 $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

Graham Capital Wealth Management's AAPL Position: Q2 2026 in Review

Graham Capital Wealth Management reduced its Apple (AAPL) stake by 5% in Q2 2026, selling an estimated $54.9K and leaving 3,619 shares worth $1.05M. The position accounts for 0.81% of the portfolio, ranked #34.

Graham Capital Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.29M in Q3 2023. 6,130 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Graham Capital Wealth Management held 3,619 shares of Apple worth $1.05M as of Q2 2026.
  • Graham Capital Wealth Management sold 192 Apple shares in Q2 2026, an estimated $54.9K.
  • Apple made up 0.81% of Graham Capital Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Graham Capital Wealth Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Graham Capital Wealth Management's Apple position peaked at $1.29M in Q3 2023.
  • 6,130 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Graham Capital Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.