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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Grant Private Wealth Management's AAPL Position: Q2 2026 in Review

Grant Private Wealth Management increased its Apple (AAPL) stake by 16% in Q2 2026, buying an estimated $2.03M and bringing the position to 50,308 shares worth $14.6M. The position accounts for 6.14% of the portfolio, ranked #3.

Grant Private Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Grant Private Wealth Management held 50,308 shares of Apple worth $14.6M as of Q2 2026.
Grant Private Wealth Management bought 7,113 Apple shares in Q2 2026, an estimated $2.03M.
Apple made up 6.14% of Grant Private Wealth Management's portfolio in Q2 2026, its #3 holding.
Grant Private Wealth Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.