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Great Diamond Partners’s Apple AAPL Stock Holding History

Great Diamond Partners’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 		$8M Sell
27,652
-579
-2% -$166K 1.38% 16
2026
Q1 		$7.16M Sell
28,231
-20
-0.1% -$5.21K 1.38% 14
2025
Q4 		$7.68M Sell
28,251
-559
-2% -$150K 1.48% 12
2025
Q3 		$7.34M Sell
28,810
-94
-0.3% -$21.2K 1.42% 11
2025
Q2 		$5.93M Buy
28,904
+4,346
+18% +$878K 1.25% 16
2025
Q1 		$5.46M Buy
24,558
+1,304
+6% +$302K 1.49% 14
2024
Q4 		$5.82M Sell
23,254
-361
-2% -$85.1K 1.51% 13
2024
Q3 		$5.5M Sell
23,615
-3,789
-14% -$846K 1.4% 14
2024
Q2 		$5.77M Sell
27,404
-1,588
-5% -$296K 1.36% 15
2024
Q1 		$4.97M Sell
28,992
-3,811
-12% -$693K 1.14% 19
2023
Q4 		$6.32M Sell
32,803
-4,088
-11% -$755K 1.56% 13
2023
Q3 		$6.32M Buy
36,891
+6,057
+20% +$1.11M 1.71% 12
2023
Q2 		$5.98M Buy
30,834
+363
+1% +$63.3K 1.58% 13
2023
Q1 		$5.02M Buy
30,471
+137
+0.5% +$20.2K 1.46% 13
2022
Q4 		$3.94M Sell
30,334
-8,471
-22% -$1.21M 1.21% 22
2022
Q3 		$5.36M Buy
38,805
+1,297
+3% +$204K 1.83% 10
2022
Q2 		$5.13M Sell
37,508
-662
-2% -$100K 1.7% 10
2022
Q1 		$6.66M Sell
38,170
-208
-0.5% -$35K 1.85% 7
2021
Q4 		$6.81M Buy
38,378
+893
+2% +$141K 1.75% 9
2021
Q3 		$5.3M Buy
37,485
+4,315
+13% +$635K 1.45% 11
2021
Q2 		$4.54M Buy
33,170
+862
+3% +$112K 1.28% 14
2021
Q1 		$3.95M Sell
32,308
-1,657
-5% -$213K 1.21% 17
2020
Q4 		$4.51M Sell
33,965
-86
-0.3% -$10.3K 1.44% 11
2020
Q3 		$3.94M Buy
34,051
+5,543
+19% +$605K 1.45% 11
2020
Q2 		$2.6M Sell
28,508
-704
-2% -$54.6K 1.08% 26
2020
Q1 		$1.86M Sell
29,212
-696
-2% -$51.2K 0.96% 31
2019
Q4 		$2.19M Buy
+29,908
New +$1.92M 0.83% 31

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Great Diamond Partners's AAPL Position: Q2 2026 in Review

Great Diamond Partners reduced its Apple (AAPL) stake by 2.1% in Q2 2026, selling an estimated $166K and leaving 27,652 shares worth $8M. The position accounts for 1.38% of the portfolio, ranked #16.

Great Diamond Partners first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Great Diamond Partners held 27,652 shares of Apple worth $8M as of Q2 2026.
  • Great Diamond Partners sold 579 Apple shares in Q2 2026, an estimated $166K.
  • Apple made up 1.38% of Great Diamond Partners's portfolio in Q2 2026, its #16 holding.
  • Great Diamond Partners first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.