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Greenbush Financial Group’s Apple AAPL Stock Holding History

Greenbush Financial Group’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 		$5.31M Buy
18,361
+318
+2% +$91K 1.56% 21
2026
Q1 		$4.58M Buy
18,043
+1,505
+9% +$392K 1.52% 21
2025
Q4 		$4.5M Buy
16,538
+2,042
+14% +$548K 1.53% 21
2025
Q3 		$3.69M Buy
14,496
+1,199
+9% +$271K 1.42% 20
2025
Q2 		$2.73M Buy
13,297
+419
+3% +$84.6K 1.19% 23
2025
Q1 		$2.86M Buy
12,878
+187
+1% +$43.3K 1.42% 19
2024
Q4 		$3.21M Buy
+12,691
New +$2.99M 1.69% 19

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

Greenbush Financial Group's AAPL Position: Q2 2026 in Review

Greenbush Financial Group increased its Apple (AAPL) stake by 1.8% in Q2 2026, buying an estimated $91K and bringing the position to 18,361 shares worth $5.31M. The position accounts for 1.56% of the portfolio, ranked #21.

Greenbush Financial Group first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,095 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Greenbush Financial Group held 18,361 shares of Apple worth $5.31M as of Q2 2026.
  • Greenbush Financial Group bought 318 Apple shares in Q2 2026, an estimated $91K.
  • Apple made up 1.56% of Greenbush Financial Group's portfolio in Q2 2026, its #21 holding.
  • Greenbush Financial Group first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,095 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Greenbush Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.