Greenspring Advisors
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Greenspring Advisors’s Apple AAPL Stock Holding History

Greenspring Advisors’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 		$23.3M Buy
69,832
+3,103
+5% +$997K 1.05% 17
2026
Q2 		$19.3M Buy
66,729
+4,665
+8% +$1.33M 1.07% 13
2026
Q1 		$15.8M Buy
62,064
+2,290
+4% +$596K 0.96% 13
2025
Q4 		$16.3M Buy
59,774
+25,569
+75% +$6.86M 1% 14
2025
Q3 		$8.71M Buy
+34,205
New +$7.73M 1.54% 7
2025
Q1 		$7.69M Sell
34,629
-1,542
-4% -$357K 1.82% 7
2024
Q4 		$9.06M Sell
36,171
-1,872
-5% -$441K 1.98% 6
2024
Q3 		$8.86M Buy
38,043
+2,431
+7% +$543K 1.93% 7
2024
Q2 		$7.5M Buy
35,612
+1,120
+3% +$209K 1.81% 7
2024
Q1 		$5.91M Sell
34,492
-1,120
-3% -$204K 1.48% 8
2023
Q4 		$6.86M Buy
35,612
+955
+3% +$176K 1.89% 6
2023
Q3 		$5.93M Sell
34,657
-3,578
-9% -$656K 1.87% 6
2023
Q2 		$7.42M Sell
38,235
-3,365
-8% -$586K 2.28% 6
2023
Q1 		$6.86M Buy
41,600
+604
+1% +$89.1K 1.5% 8
2022
Q4 		$5.33M Sell
40,996
-1,044
-2% -$149K 1.41% 9
2022
Q3 		$5.81M Buy
42,040
+876
+2% +$137K 1.79% 4
2022
Q2 		$5.63M Buy
41,164
+200
+0.5% +$30.3K 1.66% 4
2022
Q1 		$7.15M Buy
40,964
+39
+0.1% +$6.56K 1.9% 4
2021
Q4 		$7.27M Buy
+40,925
New +$6.47M 1.87% 5

Other funds holding AAPL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Greenspring Advisors's AAPL Position: Q3 2026 in Review

Greenspring Advisors increased its Apple (AAPL) stake by 4.7% in Q3 2026, buying an estimated $997K and bringing the position to 69,832 shares worth $23.3M. The position accounts for 1.05% of the portfolio, ranked #17.

Greenspring Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 4,649 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Greenspring Advisors held 69,832 shares of Apple worth $23.3M as of Q3 2026.
  • Greenspring Advisors bought 3,103 Apple shares in Q3 2026, an estimated $997K.
  • Apple made up 1.05% of Greenspring Advisors's portfolio in Q3 2026, its #17 holding.
  • Greenspring Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 4,649 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Greenspring Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.