Gratus Wealth Advisors
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Gratus Wealth Advisors’s Apple AAPL Stock Holding History

Gratus Wealth Advisors’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 		$10.9M Sell
32,818
-1,031
-3% -$331K 1.4% 18
2026
Q2 		$9.8M Sell
33,849
-88
-0.3% -$25.2K 1.25% 19
2026
Q1 		$8.61M Sell
33,937
-1,503
-4% -$391K 1.25% 18
2025
Q4 		$9.6M Sell
35,440
-182
-0.5% -$48.9K 1.34% 19
2025
Q3 		$9.07M Sell
35,622
-270
-0.8% -$61K 1.28% 18
2025
Q2 		$7.36M Buy
35,892
+120
+0.3% +$24.2K 1.12% 19
2025
Q1 		$7.95M Sell
35,772
-328
-0.9% -$76K 1.3% 17
2024
Q4 		$9.04M Sell
36,100
-729
-2% -$172K 1.45% 17
2024
Q3 		$8.16M Buy
36,829
+2,767
+8% +$618K 1.33% 18
2024
Q2 		$7.64M Sell
34,062
-1,202
-3% -$224K 1.32% 18
2024
Q1 		$5.89M Buy
35,264
+2,001
+6% +$364K 1.08% 19
2023
Q4 		$6.4M Buy
+33,263
New +$6.14M 1.26% 18

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Gratus Wealth Advisors's AAPL Position: Q3 2026 in Review

Gratus Wealth Advisors reduced its Apple (AAPL) stake by 3% in Q3 2026, selling an estimated $331K and leaving 32,818 shares worth $10.9M. The position accounts for 1.4% of the portfolio, ranked #18.

Gratus Wealth Advisors first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. 4,148 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Gratus Wealth Advisors held 32,818 shares of Apple worth $10.9M as of Q3 2026.
  • Gratus Wealth Advisors sold 1,031 Apple shares in Q3 2026, an estimated $331K.
  • Apple made up 1.4% of Gratus Wealth Advisors's portfolio in Q3 2026, its #18 holding.
  • Gratus Wealth Advisors first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • 4,148 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Gratus Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.