Great Diamond Partners
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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
Q3 		$9.27M Buy
27,826
+174
+0.6% +$55.9K 1.56% 13
2026
Q2 		$8M Sell
27,652
-579
-2% -$166K 1.38% 16
2026
Q1 		$7.16M Sell
28,231
-20
-0.1% -$5.2K 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 		$2.2M Buy
+29,908
New +$1.92M 0.83% 31

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Great Diamond Partners's AAPL Position: Q3 2026 in Review

Great Diamond Partners increased its Apple (AAPL) stake by 0.63% in Q3 2026, buying an estimated $55.9K and bringing the position to 27,826 shares worth $9.27M. The position accounts for 1.56% of the portfolio, ranked #13.

Great Diamond Partners first reported a position in AAPL in Q4 2019 and has held it in 28 quarters since. 4,148 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Great Diamond Partners held 27,826 shares of Apple worth $9.27M as of Q3 2026.
  • Great Diamond Partners bought 174 Apple shares in Q3 2026, an estimated $55.9K.
  • Apple made up 1.56% of Great Diamond Partners's portfolio in Q3 2026, its #13 holding.
  • Great Diamond Partners first reported a position in Apple in Q4 2019 and has held it in 28 quarters since.
  • 4,148 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.