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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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Graves Light Lenhart Wealth's AAPL Position: Q2 2026 in Review

Graves Light Lenhart Wealth reduced its Apple (AAPL) stake by 1.4% in Q2 2026, selling an estimated $425K and leaving 106,571 shares worth $30.8M. The position accounts for 2.88% of the portfolio, ranked #7.

Graves Light Lenhart Wealth first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $34.7M in Q2 2024. 3,514 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Graves Light Lenhart Wealth held 106,571 shares of Apple worth $30.8M as of Q2 2026.
  • Graves Light Lenhart Wealth sold 1,487 Apple shares in Q2 2026, an estimated $425K.
  • Apple made up 2.88% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #7 holding.
  • Graves Light Lenhart Wealth first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
  • Graves Light Lenhart Wealth's Apple position peaked at $34.7M in Q2 2024.
  • 3,514 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.