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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
Q2 		$44.3M Buy
153,136
+112,688
+279% +$32.2M 4.08% 6
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 Buy
+32,654
New +$5.94M 3.18% 12
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 $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

Granite Bay Wealth Management's AAPL Position: Q2 2026 in Review

Granite Bay Wealth Management increased its Apple (AAPL) stake by 279% in Q2 2026, buying an estimated $32.2M and bringing the position to 153,136 shares worth $44.3M. The position accounts for 4.08% of the portfolio, ranked #6.

Granite Bay Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 14 quarters since. 6,121 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Granite Bay Wealth Management held 153,136 shares of Apple worth $44.3M as of Q2 2026.
  • Granite Bay Wealth Management bought 112,688 Apple shares in Q2 2026, an estimated $32.2M.
  • Apple made up 4.08% of Granite Bay Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Granite Bay Wealth Management first reported a position in Apple in Q4 2021 and has held it in 14 quarters since.
  • 6,121 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.