Grant Private Wealth Management’s Apple AAPL Stock Holding History

Grant Private 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 Q3	$13.6M	Sell	40,815 -9,493	-19%	-$3.05M	6.1%	3
2026 Q2	$14.6M	Buy	50,308 +7,113	+16%	+$2.03M	6.14%	3
2026 Q1	$11M	Buy	43,195 +11,461	+36%	+$2.98M	5.82%	3
2025 Q4	$8.63M	Sell	31,734 -377	-1%	-$101K	5.21%	2
2025 Q3	$8.18M	Buy	32,111 +4,846	+18%	+$1.09M	5.04%	3
2025 Q2	$5.59M	Buy	27,265 +9,470	+53%	+$1.91M	3.17%	9
2025 Q1	$3.93M	Buy	17,795 +682	+4%	+$158K	4.24%	4
2024 Q4	$4.29M	Buy	+17,113	New	+$4.03M	4.62%	4

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Grant Private Wealth Management's AAPL Position: Q3 2026 in Review

Grant Private Wealth Management reduced its Apple (AAPL) stake by 19% in Q3 2026, selling an estimated $3.05M and leaving 40,815 shares worth $13.6M. The position accounts for 6.1% of the portfolio, ranked #3.

Grant Private Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. The position peaked at $14.6M in Q2 2026. 3,242 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Grant Private Wealth Management held 40,815 shares of Apple worth $13.6M as of Q3 2026.
Grant Private Wealth Management sold 9,493 Apple shares in Q3 2026, an estimated $3.05M.
Apple made up 6.1% of Grant Private Wealth Management's portfolio in Q3 2026, its #3 holding.
Grant Private Wealth Management first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
Grant Private Wealth Management's Apple position peaked at $14.6M in Q2 2026.
3,242 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Grant Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.