Greystone Financial Group
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Greystone Financial Group’s Apple AAPL Stock Holding History

Greystone 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
Q3 		$12.1M Sell
36,420
-1,344
-4% -$432K 3.37% 6
2026
Q2 		$10.9M Sell
37,764
-1,931
-5% -$552K 3.05% 7
2026
Q1 		$10.1M Sell
39,695
-42,178
-52% -$11M 2.85% 7
2025
Q4 		$22.3M Sell
81,873
-3,526
-4% -$947K 3.47% 5
2025
Q3 		$21.7M Buy
85,399
+2,857
+3% +$645K 3.37% 5
2025
Q2 		$16.9M Buy
82,542
+63
+0.1% +$12.7K 2.79% 8
2025
Q1 		$18.3M Sell
82,479
-1,122
-1% -$260K 3.33% 5
2024
Q4 		$20.9M Buy
83,601
+954
+1% +$225K 3.64% 6
2024
Q3 		$19.3M Buy
82,647
+830
+1% +$185K 3.44% 6
2024
Q2 		$17.2M Sell
81,817
-1,467
-2% -$274K 3.37% 5
2024
Q1 		$14.3M Buy
83,284
+6,443
+8% +$1.17M 2.85% 5
2023
Q4 		$14.8M Sell
76,841
-1,647
-2% -$304K 3.42% 5
2023
Q3 		$13.4M Buy
78,488
+3,648
+5% +$669K 3.35% 5
2023
Q2 		$14.5M Sell
74,840
-9,080
-11% -$1.58M 3.36% 5
2023
Q1 		$13.8M Buy
83,920
+17,211
+26% +$2.54M 3.49% 5
2022
Q4 		$8.67M Buy
66,709
+394
+0.6% +$56.3K 2.55% 12
2022
Q3 		$9.16M Sell
66,315
-6,393
-9% -$1M 3.11% 5
2022
Q2 		$9.9M Buy
72,708
+2,010
+3% +$304K 3.1% 2
2022
Q1 		$12.3M Buy
70,698
+1,254
+2% +$211K 3.12% 5
2021
Q4 		$12.3M Buy
69,444
+10,276
+17% +$1.62M 2.95% 5
2021
Q3 		$8.37M Sell
59,168
-19,333
-25% -$2.85M 2.49% 8
2021
Q2 		$10.8M Buy
78,501
+1,081
+1% +$140K 2.67% 4
2021
Q1 		$9.7M Sell
77,420
-13,543
-15% -$1.74M 2.45% 4
2020
Q4 		$12.5M Buy
+90,963
New +$10.9M 3.39% 4

Other funds holding AAPL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Greystone Financial Group's AAPL Position: Q3 2026 in Review

Greystone Financial Group reduced its Apple (AAPL) stake by 3.6% in Q3 2026, selling an estimated $432K and leaving 36,420 shares worth $12.1M. The position accounts for 3.37% of the portfolio, ranked #6.

Greystone Financial Group first reported a position in AAPL in Q4 2020 and has held it in 24 quarters since. The position peaked at $22.3M in Q4 2025. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Greystone Financial Group held 36,420 shares of Apple worth $12.1M as of Q3 2026.
  • Greystone Financial Group sold 1,344 Apple shares in Q3 2026, an estimated $432K.
  • Apple made up 3.37% of Greystone Financial Group's portfolio in Q3 2026, its #6 holding.
  • Greystone Financial Group first reported a position in Apple in Q4 2020 and has held it in 24 quarters since.
  • Greystone Financial Group's Apple position peaked at $22.3M in Q4 2025.
  • 5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Greystone Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.