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Gray Private Wealth’s Apple AAPL Stock Holding History

Gray Private 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 		$3.34M Sell
11,560
-4
-0% -$1.14K 1.45% 11
2026
Q1 		$2.93M Sell
11,564
-673
-5% -$175K 1.48% 11
2025
Q4 		$3.33M Sell
12,237
-100
-0.8% -$26.8K 1.62% 11
2025
Q3 		$3.14M Sell
12,337
-97
-0.8% -$21.9K 1.58% 11
2025
Q2 		$2.55M Buy
12,434
+1,262
+11% +$255K 1.37% 11
2025
Q1 		$2.48M Sell
11,172
-676
-6% -$157K 1.49% 11
2024
Q4 		$2.97M Sell
11,848
-189
-2% -$44.5K 1.77% 10
2024
Q3 		$2.8M Sell
12,037
-201
-2% -$44.9K 1.68% 11
2024
Q2 		$2.58M Sell
12,238
-492
-4% -$91.8K 1.65% 11
2024
Q1 		$2.18M Buy
+12,730
New +$2.31M 1.44% 11

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

Gray Private Wealth's AAPL Position: Q2 2026 in Review

Gray Private Wealth reduced its Apple (AAPL) stake by 0.03% in Q2 2026, selling an estimated $1.14K and leaving 11,560 shares worth $3.34M. The position accounts for 1.45% of the portfolio, ranked #11.

Gray Private Wealth first reported a position in AAPL in Q1 2024 and has held it in 10 quarters since. 6,083 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Gray Private Wealth held 11,560 shares of Apple worth $3.34M as of Q2 2026.
  • Gray Private Wealth sold 4 Apple shares in Q2 2026, an estimated $1.14K.
  • Apple made up 1.45% of Gray Private Wealth's portfolio in Q2 2026, its #11 holding.
  • Gray Private Wealth first reported a position in Apple in Q1 2024 and has held it in 10 quarters since.
  • 6,083 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Gray Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.