Graybill Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14M | Sell |
55,240
-10,164
| -16% | -$2.65M | 4.27% | 2 |
|
|
2025
Q4 | $17.8M | Sell |
65,404
-599
| -0.9% | -$161K | 5.25% | 2 |
|
|
2025
Q3 | $16.8M | Sell |
66,003
-1,325
| -2% | -$299K | 5.17% | 1 |
|
|
2025
Q2 | $13.8M | Buy |
67,328
+1,865
| +3% | +$377K | 4.51% | 1 |
|
|
2025
Q1 | $14.5M | Buy |
+65,463
| New | +$15.2M | 4.99% | 1 |
|
|
2024
Q3 | $14.5M | Buy |
62,132
+120
| +0.2% | +$26.8K | 5.37% | 1 |
|
|
2024
Q2 | $13.1M | Sell |
62,012
-1,105
| -2% | -$206K | 5.3% | 1 |
|
|
2024
Q1 | $10.8M | Sell |
63,117
-535
| -0.8% | -$97.3K | 4.56% | 1 |
|
|
2023
Q4 | $12.3M | Sell |
63,652
-2,693
| -4% | -$497K | 5.43% | 1 |
|
|
2023
Q3 | $11.4M | Sell |
66,345
-19
| -0% | -$3.48K | 5.54% | 1 |
|
|
2023
Q2 | $12.9M | Sell |
66,364
-1,022
| -2% | -$178K | 6.11% | 1 |
|
|
2023
Q1 | $11.1M | Sell |
67,386
-385
| -0.6% | -$56.8K | 5.66% | 1 |
|
|
2022
Q4 | $8.81M | Buy |
67,771
+602
| +0.9% | +$86K | 4.77% | 1 |
|
|
2022
Q3 | $9.28M | Sell |
67,169
-6,720
| -9% | -$1.05M | 5.51% | 1 |
|
|
2022
Q2 | $10.1M | Sell |
73,889
-1,369
| -2% | -$207K | 5.59% | 1 |
|
|
2022
Q1 | $13.1M | Sell |
75,258
-7,133
| -9% | -$1.2M | 6.41% | 1 |
|
|
2021
Q4 | $14.6M | Buy |
82,391
+465
| +0.6% | +$73.5K | 6.63% | 1 |
|
|
2021
Q3 | $11.6M | Buy |
81,926
+1,281
| +2% | +$189K | 5.71% | 1 |
|
|
2021
Q2 | $11M | Sell |
80,645
-573
| -0.7% | -$74.2K | 5.45% | 1 |
|
|
2021
Q1 | $9.92M | Sell |
81,218
-15,272
| -16% | -$1.96M | 5.26% | 1 |
|
|
2020
Q4 | $12.8M | Buy |
96,490
+412
| +0.4% | +$49.6K | 7.22% | 1 |
|
|
2020
Q3 | $11.1M | Buy |
96,078
+302
| +0.3% | +$33K | 7.25% | 1 |
|
|
2020
Q2 | $8.73M | Sell |
95,776
-1,072
| -1% | -$83.1K | 6.43% | 1 |
|
|
2020
Q1 | $6.16M | Sell |
96,848
-20,676
| -18% | -$1.52M | 5.44% | 1 |
|
|
2019
Q4 | $8.63M | Sell |
117,524
-2,264
| -2% | -$146K | 5.38% | 1 |
|
|
2019
Q3 | $6.71M | Sell |
119,788
-1,780
| -1% | -$93.1K | 4.54% | 2 |
|
|
2019
Q2 | $6.01M | Sell |
121,568
-144
| -0.1% | -$7.02K | 4.13% | 2 |
|
|
2019
Q1 | $5.78M | Buy |
121,712
+468
| +0.4% | +$19.9K | 4.04% | 1 |
|
|
2018
Q4 | $4.78M | Buy |
121,244
+7,996
| +7% | +$388K | 3.98% | 1 |
|
|
2018
Q3 | $6.39M | Sell |
113,248
-1,676
| -1% | -$87.3K | 4.63% | 1 |
|
|
2018
Q2 | $5.32M | Sell |
114,924
-3,048
| -3% | -$138K | 4.08% | 1 |
|
|
2018
Q1 | $4.95M | Sell |
117,972
-9,064
| -7% | -$390K | 3.77% | 2 |
|
|
2017
Q4 | $5.38M | Sell |
127,036
-17,040
| -12% | -$712K | 3.87% | 1 |
|
|
2017
Q3 | $5.55M | Buy |
144,076
+800
| +0.6% | +$31K | 4.11% | 1 |
|
|
2017
Q2 | $5.16M | Buy |
143,276
+1,324
| +0.9% | +$48.9K | 4.08% | 1 |
|
|
2017
Q1 | $5.1M | Buy |
141,952
+2,472
| +2% | +$81.4K | 4.04% | 1 |
|
|
2016
Q4 | $4.04M | Buy |
139,480
+3,840
| +3% | +$109K | 3.45% | 4 |
|
|
2016
Q3 | $3.83M | Sell |
135,640
-224
| -0.2% | -$5.93K | 3.56% | 2 |
|
|
2016
Q2 | $3.25M | Sell |
135,864
-3,100
| -2% | -$77K | 3% | 7 |
|
|
2016
Q1 | $3.79M | Buy |
138,964
+1,776
| +1% | +$44.2K | 3.42% | 2 |
|
|
2015
Q4 | $3.61M | Sell |
137,188
-3,880
| -3% | -$111K | 3.12% | 3 |
|
|
2015
Q3 | $3.89M | Buy |
141,068
+2,496
| +2% | +$73.2K | 3.19% | 2 |
|
|
2015
Q2 | $4.34M | Sell |
138,572
-1,516
| -1% | -$48.5K | 3.22% | 3 |
|
|
2015
Q1 | $4.36M | Buy |
140,088
+1,620
| +1% | +$48.9K | 3.27% | 1 |
|
|
2014
Q4 | $3.82M | Sell |
138,468
-77,972
| -36% | -$2.12M | 2.9% | 1 |
|
|
2014
Q3 | $5.45M | Buy |
216,440
+436
| +0.2% | +$10.7K | 4.18% | 1 |
|
|
2014
Q2 | $5.02M | Sell |
216,004
-884
| -0.4% | -$18.8K | 3.88% | 1 |
|
|
2014
Q1 | $4.16M | Sell |
216,888
-6,412
| -3% | -$122K | 3.42% | 2 |
|
|
2013
Q4 | $4.47M | Sell |
223,300
-4,312
| -2% | -$81.5K | 3.91% | 1 |
|
|
2013
Q3 | $3.88M | Buy |
227,612
+41,524
| +22% | +$688K | 3.31% | 2 |
|
|
2013
Q2 | $2.63M | Buy |
+186,088
| New | +$2.86M | 2.37% | 11 |
|
Other funds holding AAPL
VCM
VPM
Graybill Wealth Management's AAPL Position: Q1 2026 in Review
Graybill Wealth Management reduced its Apple (AAPL) stake by 16% in Q1 2026, selling an estimated $2.65M and leaving 55,240 shares worth $14M. The position accounts for 4.27% of the portfolio, ranked #2.
Graybill Wealth Management first reported a position in AAPL in Q2 2013 and has held it in 51 quarters since. The position peaked at $17.8M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Graybill Wealth Management held 55,240 shares of Apple worth $14M as of Q1 2026.
- Graybill Wealth Management sold 10,164 Apple shares in Q1 2026, an estimated $2.65M.
- Apple made up 4.27% of Graybill Wealth Management's portfolio in Q1 2026, its #2 holding.
- Graybill Wealth Management first reported a position in Apple in Q2 2013 and has held it in 51 quarters since.
- Graybill Wealth Management's Apple position peaked at $17.8M in Q4 2025.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Graybill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.