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Grand Wealth Management’s Apple AAPL Stock Holding History

Grand 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 		$267K Buy
922
+104
+13% +$29.7K 0.11% 41
2026
Q1 		$208K Buy
+818
New +$213K 0.1% 48
2024
Q1 		– Sell
-1,401
Closed -$270K – 72
2023
Q4 		$270K Buy
1,401
+155
+12% +$28.6K 0.15% 37
2023
Q3 		$213K Buy
+1,246
New +$228K 0.13% 38

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

Grand Wealth Management's AAPL Position: Q2 2026 in Review

Grand Wealth Management increased its Apple (AAPL) stake by 13% in Q2 2026, buying an estimated $29.7K and bringing the position to 922 shares worth $267K. The position accounts for 0.11% of the portfolio, ranked #41.

Grand Wealth Management first reported a position in AAPL in Q3 2023 and has held it in 4 quarters since. The position peaked at $270K in Q4 2023. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Grand Wealth Management held 922 shares of Apple worth $267K as of Q2 2026.
  • Grand Wealth Management bought 104 Apple shares in Q2 2026, an estimated $29.7K.
  • Apple made up 0.11% of Grand Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Grand Wealth Management first reported a position in Apple in Q3 2023 and has held it in 4 quarters since.
  • Grand Wealth Management's Apple position peaked at $270K in Q4 2023.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Grand Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.