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Greenup Street Wealth Management’s Apple AAPL Stock Holding History

Greenup Street Wealth Management’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 		$11M Buy
37,899
+7,349
+24% +$2.1M 1.33% 16
2026
Q1 		$7.75M Buy
30,550
+437
+1% +$114K 1.09% 18
2025
Q4 		$8.19M Buy
30,113
+8,106
+37% +$2.18M 1.18% 16
2025
Q3 		$5.6M Buy
22,007
+13,454
+157% +$3.04M 0.86% 20
2025
Q2 		$1.75M Sell
8,553
-850
-9% -$172K 0.31% 52
2025
Q1 		$2.09M Sell
9,403
-19,633
-68% -$4.55M 0.41% 47
2024
Q4 		$7.27M Buy
29,036
+282
+1% +$66.5K 1.44% 19
2024
Q3 		$6.7M Buy
28,754
+2,693
+10% +$601K 1.38% 16
2024
Q2 		$5.49M Buy
26,061
+12,362
+90% +$2.31M 1.29% 16
2024
Q1 		$2.35M Sell
13,699
-9,696
-41% -$1.76M 0.59% 38
2023
Q4 		$4.5M Buy
23,395
+19,692
+532% +$3.64M 1.25% 19
2023
Q3 		$634K Buy
3,703
+500
+16% +$91.7K 0.21% 59
2023
Q2 		$621K Sell
3,203
-297
-8% -$51.8K 0.17% 72
2023
Q1 		$577K Sell
3,500
-14,691
-81% -$2.17M 0.2% 58
2022
Q4 		$2.36M Buy
18,191
+273
+2% +$39K 0.99% 28
2022
Q3 		$2.48M Buy
17,918
+236
+1% +$37K 1.12% 24
2022
Q2 		$2.42M Buy
17,682
+1,529
+9% +$232K 1.14% 26
2022
Q1 		$2.82M Sell
16,153
-5,321
-25% -$895K 1.56% 22
2021
Q4 		$3.81M Buy
+21,474
New +$3.39M 2.24% 10

Other funds holding AAPL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Greenup Street Wealth Management's AAPL Position: Q2 2026 in Review

Greenup Street Wealth Management increased its Apple (AAPL) stake by 24% in Q2 2026, buying an estimated $2.1M and bringing the position to 37,899 shares worth $11M. The position accounts for 1.33% of the portfolio, ranked #16.

Greenup Street Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 3,658 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Greenup Street Wealth Management held 37,899 shares of Apple worth $11M as of Q2 2026.
  • Greenup Street Wealth Management bought 7,349 Apple shares in Q2 2026, an estimated $2.1M.
  • Apple made up 1.33% of Greenup Street Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Greenup Street Wealth Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 3,658 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.