Graves Light Lenhart Wealth’s Apple AAPL Stock Holding History

Graves Light Lenhart Wealth’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	$33.8M	Sell	101,590 -4,981	-5%	-$1.6M	3.17%	7
2026 Q2	$30.8M	Sell	106,571 -1,487	-1%	-$425K	2.88%	7
2026 Q1	$27.4M	Sell	108,058 -242	-0.2%	-$63K	2.85%	7
2025 Q4	$29.4M	Sell	108,300 -1,905	-2%	-$511K	3.12%	7
2025 Q3	$28.1M	Buy	110,205 +257	+0.2%	+$58.1K	3.11%	7
2025 Q2	$22.6M	Sell	109,948 -7,134	-6%	-$1.44M	2.68%	10
2025 Q1	$26M	Sell	117,082 -3,538	-3%	-$820K	3.19%	7
2024 Q4	$30.2M	Sell	120,620 -983	-0.8%	-$232K	3.76%	5
2024 Q3	$28.3M	Sell	121,603 -38,407	-24%	-$8.58M	3.48%	6
2024 Q2	$34.7M	Sell	160,010 -3,022	-2%	-$564K	3.97%	4
2024 Q1	$28M	Sell	163,032 -4,813	-3%	-$875K	3.24%	7
2023 Q4	$32.3M	Sell	167,845 -2,340	-1%	-$432K	4.01%	5
2023 Q3	$30.2M	Sell	170,185 -5,693	-3%	-$1.04M	4.1%	4
2023 Q2	$34.1M	Buy	+175,878	New	+$30.6M	4.61%	4
2023 Q1	–	Sell	-177,391	Closed	-$23M	–	190
2022 Q4	$23M	Sell	177,391 -5,927	-3%	-$847K	3.55%	9
2022 Q3	$25.3M	Sell	183,318 -511	-0.3%	-$80.2K	4.22%	5
2022 Q2	$25.1M	Sell	183,829 -1,883	-1%	-$285K	3.84%	7
2022 Q1	$32.4M	Sell	185,712 -3,634	-2%	-$611K	4.52%	2
2021 Q4	$33.6M	Buy	189,346 +5,465	+3%	+$864K	4.78%	2
2021 Q3	$26M	Sell	183,881 -714	-0.4%	-$105K	4.11%	4
2021 Q2	$25.3M	Buy	184,595 +2,930	+2%	+$380K	4.05%	4
2021 Q1	$22.2M	Buy	181,665 +383	+0.2%	+$49.2K	3.8%	4
2020 Q4	$24.1M	Sell	181,282 -3,775	-2%	-$454K	4.48%	3
2020 Q3	$21.4M	Sell	185,057 -39,219	-17%	-$4.28M	4.74%	3
2020 Q2	$20.5M	Sell	224,276 -21,940	-9%	-$1.7M	4.79%	2
2020 Q1	$15.7M	Sell	246,216 -1,352	-0.5%	-$99.4K	4.22%	3
2019 Q4	$18.2M	Sell	247,568 -3,012	-1%	-$194K	3.82%	3
2019 Q3	$15.6M	Sell	250,580 -45,152	-15%	-$2.36M	3.44%	7
2019 Q2	$14.6M	Buy	295,732 +164	+0.1%	+$7.99K	3.5%	6
2019 Q1	$14M	Buy	295,568 +6,932	+2%	+$294K	3.58%	5
2018 Q4	$11.4M	Buy	+288,636	New	+$14M	3.34%	9

Other funds holding AAPL

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Graves Light Lenhart Wealth's AAPL Position: Q3 2026 in Review

Graves Light Lenhart Wealth reduced its Apple (AAPL) stake by 4.7% in Q3 2026, selling an estimated $1.6M and leaving 101,590 shares worth $33.8M. The position accounts for 3.17% of the portfolio, ranked #7.

Graves Light Lenhart Wealth first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. The position peaked at $34.7M in Q2 2024. 605 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Graves Light Lenhart Wealth held 101,590 shares of Apple worth $33.8M as of Q3 2026.
Graves Light Lenhart Wealth sold 4,981 Apple shares in Q3 2026, an estimated $1.6M.
Apple made up 3.17% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #7 holding.
Graves Light Lenhart Wealth first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
Graves Light Lenhart Wealth's Apple position peaked at $34.7M in Q2 2024.
605 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.