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Grantvest Financial Group’s Apple AAPL Stock Holding History

Grantvest Financial Group’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 		$3.29M Sell
11,366
-41
-0.4% -$11.7K 1.91% 6
2026
Q1 		$2.89M Sell
11,407
-886
-7% -$231K 1.87% 5
2025
Q4 		$3.34M Sell
12,293
-93
-0.8% -$25K 2.14% 5
2025
Q3 		$3.15M Sell
12,386
-1,174
-9% -$265K 2.18% 5
2025
Q2 		$2.78M Sell
13,560
-220
-2% -$44.4K 2.07% 5
2025
Q1 		$3.06M Buy
13,780
+321
+2% +$74.4K 2.48% 6
2024
Q4 		$3.37M Buy
+13,459
New +$3.17M 3.76% 3

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

Grantvest Financial Group's AAPL Position: Q2 2026 in Review

Grantvest Financial Group reduced its Apple (AAPL) stake by 0.36% in Q2 2026, selling an estimated $11.7K and leaving 11,366 shares worth $3.29M. The position accounts for 1.91% of the portfolio, ranked #6.

Grantvest Financial Group first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.37M in Q4 2024. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Grantvest Financial Group held 11,366 shares of Apple worth $3.29M as of Q2 2026.
  • Grantvest Financial Group sold 41 Apple shares in Q2 2026, an estimated $11.7K.
  • Apple made up 1.91% of Grantvest Financial Group's portfolio in Q2 2026, its #6 holding.
  • Grantvest Financial Group first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Grantvest Financial Group's Apple position peaked at $3.37M in Q4 2024.
  • 6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.