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Greykasell Wealth Strategies’s Apple AAPL Stock Holding History

Greykasell Wealth Strategies’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 		$12.4M Sell
42,995
-33
-0.1% -$9.44K 4.52% 2
2026
Q1 		$10.9M Buy
43,028
+132
+0.3% +$34.4K 4.4% 3
2025
Q4 		$11.7M Buy
42,896
+588
+1% +$158K 4.6% 2
2025
Q3 		$10.8M Buy
42,308
+12,303
+41% +$2.78M 4.54% 2
2025
Q2 		$6.16M Sell
30,005
-1,034
-3% -$209K 2.95% 7
2025
Q1 		$6.89M Buy
31,039
+317
+1% +$73.4K 3.68% 3
2024
Q4 		$7.69M Buy
+30,722
New +$7.24M 4.27% 2

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

Greykasell Wealth Strategies's AAPL Position: Q2 2026 in Review

Greykasell Wealth Strategies reduced its Apple (AAPL) stake by 0.08% in Q2 2026, selling an estimated $9.44K and leaving 42,995 shares worth $12.4M. The position accounts for 4.52% of the portfolio, ranked #2.

Greykasell Wealth Strategies first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Greykasell Wealth Strategies held 42,995 shares of Apple worth $12.4M as of Q2 2026.
  • Greykasell Wealth Strategies sold 33 Apple shares in Q2 2026, an estimated $9.44K.
  • Apple made up 4.52% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #2 holding.
  • Greykasell Wealth Strategies first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.