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Granite Bay Wealth Management’s Apple AAPL Stock Holding History

Granite Bay 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 		$10.3M Buy
40,448
+2,961
+8% +$771K 2.18% 12
2025
Q4 		$10.2M Sell
37,487
-1,511
-4% -$406K 2.45% 11
2025
Q3 		$9.93M Buy
+38,998
New +$8.81M 2.59% 9
2025
Q2 		– Sell
-37,018
Closed -$8.22M – 70
2025
Q1 		$8.22M Buy
37,018
+415
+1% +$96.1K 2.86% 10
2024
Q4 		$9.17M Buy
36,603
+310
+0.9% +$73.1K 3.4% 11
2024
Q3 		$8.46M Buy
+36,293
New +$8.1M 4.74% 7
2024
Q2 		– Sell
-32,654
Closed -$5.6M – 67
2024
Q1 		$5.6M Sell
32,654
-2,425,195
-99% -$441M 3.18% 12
2023
Q4 		$454M Sell
2,457,849
-56,939
-2% -$10.5M 4.06% 6
2023
Q3 		$461M Buy
+2,514,788
New +$461M 4.52% 4
2023
Q2 		– Sell
-43,450
Closed -$7.17M – 44
2023
Q1 		$7.17M Buy
43,450
+5,453
+14% +$805K 5.01% 5
2022
Q4 		$4.94M Buy
37,997
+543
+1% +$77.6K 3.22% 7
2022
Q3 		$5.18M Sell
37,454
-1,439
-4% -$226K 4.16% 7
2022
Q2 		$5.32M Buy
38,893
+3,455
+10% +$523K 4.12% 7
2022
Q1 		$6.19M Buy
35,438
+861
+2% +$145K 5.01% 5
2021
Q4 		$6.14M Buy
+34,577
New +$5.46M 6.07% 4

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

Granite Bay Wealth Management's AAPL Position: Q1 2026 in Review

Granite Bay Wealth Management increased its Apple (AAPL) stake by 7.9% in Q1 2026, buying an estimated $771K and bringing the position to 40,448 shares worth $10.3M. The position accounts for 2.18% of the portfolio, ranked #12.

Granite Bay Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 15 quarters since. The position peaked at $461M in Q3 2023. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Granite Bay Wealth Management held 40,448 shares of Apple worth $10.3M as of Q1 2026.
  • Granite Bay Wealth Management bought 2,961 Apple shares in Q1 2026, an estimated $771K.
  • Apple made up 2.18% of Granite Bay Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Granite Bay Wealth Management first reported a position in Apple in Q4 2021 and has held it in 15 quarters since.
  • Granite Bay Wealth Management's Apple position peaked at $461M in Q3 2023.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Granite Bay Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.